Installed Building Products
189 hedge funds and large institutions have $1.41B invested in Installed Building Products in 2020 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 61 increasing their positions, 74 reducing their positions, and 19 closing their positions.
95% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 19
73% more capital invested
Capital invested by funds: $816M → $1.41B (+$594M)
11% more funds holding
Funds holding: 171 → 189 (+18)
0.63% more ownership
Funds ownership: 68.16% → 68.79% (+0.63%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
18% less repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 74
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$25M |
| 2 |
EA
Emerald Advisers
Leola,
Pennsylvania
|
+$14.4M |
| 3 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
+$11.3M |
| 4 |
BAMCO Inc
New York
|
+$8.95M |
| 5 |
Renaissance Technologies
New York
|
+$8.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
GMT Capital
Atlanta,
Georgia
|
-$14M |
| 2 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$13.6M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$9.99M |
| 4 |
HRCM
Hawk Ridge Capital Management
Los Angeles,
California
|
-$9.19M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$8.61M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CMBA
201
C.M. Bidwell & Associates
Honolulu,
Hawaii
| – | -$146K | -3,655 | Closed |
|
202
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$121K | -3,585 | Closed |
|
|
PCM
203
Pinz Capital Management
New York
| – | -$50K | -1,250 | Closed |
|
|
UFF
204
USA Financial Formulas
Ada,
Michigan
| – | -$31K | -779 | Closed |
|
|
HIIFS
205
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
| – | -$19K | -489 | Closed |
|
|
FHA
206
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$1K | -30 | Closed |
|
IBP Hedge Fund Activity: Q2 2020 in Review
189 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Installed Building Products (IBP) for Q2 2020, worth a combined $1.41B — up 73% from $816M a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new IBP positions and 19 closed out — a net gain of 18 holders — while 61 added to existing stakes and 74 trimmed.
The largest buyer was Wasatch Advisors, opening a new position worth an estimated $25M. The largest seller was GMT Capital, cutting an estimated $14M.
- 189 institutional investors held Installed Building Products (IBP) as of Q2 2020, up from 171 in Q1 2020.
- Funds reported $1.41B of Installed Building Products stock for Q2 2020, up 73% quarter-over-quarter.
- 37 funds opened new Installed Building Products positions in Q2 2020 and 19 closed out, a net change of +18 holders.
- The largest Installed Building Products buyer in Q2 2020 was Wasatch Advisors, an estimated $25M added.
- The largest Installed Building Products seller in Q2 2020 was GMT Capital, an estimated $14M sold.
Based on aggregated 13F filings for Q2 2020.