Installed Building Products
225 hedge funds and large institutions have $3.43B invested in Installed Building Products in 2021 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 71 increasing their positions, 87 reducing their positions, and 31 closing their positions.
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
30% more capital invested
Capital invested by funds: $2.64B → $3.43B (+$789M)
16% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 31
2% more funds holding
Funds holding: 221 → 225 (+4)
0.2% less ownership
Funds ownership: 82.92% → 82.72% (-0.2%)
18% less repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 87
65% less call options, than puts
Call options by funds: $797K | Put options by funds: $2.31M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FPP
Findlay Park Partners
London,
United Kingdom
|
+$83.8M |
| 2 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$29M |
| 3 |
GC
Giverny Capital
Montreal,
Quebec, Canada
|
+$20.2M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$15.6M |
| 5 |
Goldman Sachs
New York
|
+$15.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$37.1M |
| 2 |
Teacher Retirement System of Texas
Austin,
Texas
|
-$33.7M |
| 3 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$31.6M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$19.7M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$16.5M |
IBP Hedge Fund Activity: Q4 2021 in Review
225 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Installed Building Products (IBP) for Q4 2021, worth a combined $3.43B — up 30% from $2.64B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new IBP positions and 31 closed out — a net gain of 5 holders — while 71 added to existing stakes and 87 trimmed.
The largest buyer was Findlay Park Partners, adding an estimated $83.8M. The largest seller was Credit Suisse, cutting an estimated $37.1M.
- 225 institutional investors held Installed Building Products (IBP) as of Q4 2021, up from 221 in Q3 2021.
- Funds reported $3.43B of Installed Building Products stock for Q4 2021, up 30% quarter-over-quarter.
- 36 funds opened new Installed Building Products positions in Q4 2021 and 31 closed out, a net change of +5 holders.
- The largest Installed Building Products buyer in Q4 2021 was Findlay Park Partners, an estimated $83.8M added.
- The largest Installed Building Products seller in Q4 2021 was Credit Suisse, an estimated $37.1M sold.
Based on aggregated 13F filings for Q4 2021.