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Installed Building Products
IBP

208 hedge funds and large institutions have $1.52B invested in Installed Building Products in 2019 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 75 increasing their positions, 60 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

614% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 7

349% more call options, than puts

Call options by funds: $2.31M | Put options by funds: $515K

28% more capital invested

Capital invested by funds: $1.19B → $1.52B (+$329M)

25% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 60

22% more funds holding

Funds holding: 170 → 208 (+38)

2.19% more ownership

Funds ownership: 68.99% → 71.18% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
208
Holders Change
+38
Holders Change %
+22.35%
% of All Funds
4.1%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
50
Increased
75
Reduced
60
Closed
7
Calls
$2.31M
Puts
$515K
Net Calls
+$1.8M
Net Calls Change
+$12.5M

Top Buyers

Rank Fund Capital Flow
1
SCM
SG Capital Management
Illinois
+$35.4M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$33.9M
3
CTA
Carillon Tower Advisers
Florida
+$29.6M
4
Morgan Stanley
Morgan Stanley
New York
+$13.6M
5
N
Nuveen
North Carolina
+$8.22M

Top Sellers

Rank Fund Capital Flow
1
SHIM
Spruce House Investment Management
New York
-$106M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$14.9M
3
JP Morgan Chase
JP Morgan Chase
New York
-$9.35M
4
WHG
Westwood Holdings Group
Texas
-$8.34M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$8.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
GT
201
Glenmede Trust
Pennsylvania
$9K +$3.58K +53 +62%
GAM
202
Gemmer Asset Management
California
$8K – – –
APA
203
American Portfolios Advisors
New York
$6.89K – – –
TFO
204
Tarbox Family Office
California
$4K – – –
PFBT
205
Parkside Financial Bank & Trust
Missouri
$2K – – –
TWA
206
TCI Wealth Advisors
Arizona
$2K – – –
ASN
207
Advisory Services Network
Georgia
$1K -$1.35K -20 -71%
GKIM
208
GW&K Investment Management
Massachusetts
$1K – – –
D.E. Shaw & Co
209
D.E. Shaw & Co
New York
– -$1.64M -28,644 Closed
BIM
210
Bogle Investment Management
Massachusetts
– -$626K -10,926 Closed
Holocene Advisors
211
Holocene Advisors
New York
– -$458K -7,995 Closed
LCM
212
Laurion Capital Management
New York
– -$433K -7,556 Closed
TRCT
213
Tower Research Capital (TRC)
New York
– -$57K -995 Closed
Point72 Asset Management
214
Point72 Asset Management
Connecticut
– -$11K -200 Closed
CG
215
Cutler Group
California
– -$5K -100 Closed
5 6 7 8
9

IBP Hedge Fund Activity: Q4 2019 in Review

208 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Installed Building Products (IBP) for Q4 2019, worth a combined $1.52B — up 28% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IBP positions and 7 closed out — a net gain of 43 holders — while 75 added to existing stakes and 60 trimmed.

The largest buyer was SG Capital Management, opening a new position worth an estimated $35.4M. The largest seller was Spruce House Investment Management, cutting an estimated $106M.

  • 208 institutional investors held Installed Building Products (IBP) as of Q4 2019, up from 170 in Q3 2019.
  • Funds reported $1.52B of Installed Building Products stock for Q4 2019, up 28% quarter-over-quarter.
  • 50 funds opened new Installed Building Products positions in Q4 2019 and 7 closed out, a net change of +43 holders.
  • The largest Installed Building Products buyer in Q4 2019 was SG Capital Management, an estimated $35.4M added.
  • The largest Installed Building Products seller in Q4 2019 was Spruce House Investment Management, an estimated $106M sold.

Based on aggregated 13F filings for Q4 2019.