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Installed Building Products
IBP

74 hedge funds and large institutions have $198M invested in Installed Building Products in 2014 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 29 increasing their positions, 9 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 9

220% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 10

70% more capital invested

Capital invested by funds: $116M → $198M (+$81.1M)

42% more funds holding

Funds holding: 52 → 74 (+22)

25.43% more ownership

Funds ownership: 27.27% → 52.69% (+25%)

Holders
74
Holders Change
+22
Holders Change %
+42.31%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
29
Reduced
9
Closed
10
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$1K

Top Buyers

Rank Fund Capital Flow
1
CCM
Corsair Capital Management
New York
+$16.2M
2
GC
GMT Capital
Georgia
+$14.5M
3
Capital World Investors
Capital World Investors
California
+$11.8M
4
WA
Wasatch Advisors
Utah
+$11.8M
5
Millennium Management
Millennium Management
New York
+$8.37M

Top Sellers

Rank Fund Capital Flow
1
HP
Harvey Partners
New York
-$3.49M
2
PC
Passport Capital
California
-$2.19M
3
UOC
UBS O'Connor
Illinois
-$1.81M
4
FCM
Farallon Capital Management
California
-$1.74M
5
GGHC
Gilder Gagnon Howe & Co
New York
-$1.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
Capital World Investors
1
Capital World Investors
California
$25.3M +$11.8M +889,539 +75%
WA
2
Wasatch Advisors
Utah
$20.4M +$11.8M +885,397 +114%
CCM
3
Corsair Capital Management
New York
$14.9M +$16.2M +1,220,000 New
GC
4
GMT Capital
Georgia
$13.4M +$14.5M +1,092,137 New
Ameriprise
5
Ameriprise
Minnesota
$8.61M -$29.7K -2,233 -0.3%
RA
6
Royce & Associates
New York
$8.11M +$1.74M +130,317 +25%
Citadel Advisors
7
Citadel Advisors
Florida
$8.11M +$3.51M +263,793 +66%
Millennium Management
8
Millennium Management
New York
$7.7M +$8.37M +628,136 New
Principal Financial Group
9
Principal Financial Group
Iowa
$6.82M – – –
BC
10
BHR Capital
New York
$6.13M +$2.66M +200,000 +67%
PI
11
Putnam Investments
Massachusetts
$5.88M +$2.31M +173,200 +56%
BCM
12
Basswood Capital Management
New York
$5.67M +$3.37M +253,154 +121%
SH
13
Scepter Holdings
Texas
$5.1M +$2.29M +171,963 +70%
BA
14
BlackRock Advisors
Delaware
$4.76M +$22.5K +1,686 +0.4%
SAM
15
Scopus Asset Management
New York
$4.59M +$4.99M +375,000 New
GC
16
Gratia Capital
California
$4.42M +$2.04M +153,232 +74%
U
17
UBS
Switzerland
$4.26M +$4.58M +343,524 +8,284%
HRCM
18
Hawk Ridge Capital Management
California
$4.23M +$4.6M +345,327 New
LOAMU
19
Lombard Odier Asset Management (USA)
New York
$3.13M +$200K +15,000 +6%
PRCM
20
Pine River Capital Management
Minnesota
$3.06M +$559K +42,000 +20%
Vanguard Group
21
Vanguard Group
Pennsylvania
$2.93M +$2.99M +224,427 +1,539%
BFA
22
BlackRock Fund Advisors
California
$2.64M -$254K -19,073 -8%
AIM
23
AMI Investment Management
Indiana
$2M +$2.17M +163,050 New
NI
24
Numeric Investors
Massachusetts
$1.72M +$1.86M +140,018 New
State Street
25
State Street
Massachusetts
$1.63M +$1.03M +77,314 +140%
1
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IBP Hedge Fund Activity: Q2 2014 in Review

74 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Installed Building Products (IBP) for Q2 2014, worth a combined $198M — up 70% from $116M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new IBP positions and 10 closed out — a net gain of 22 holders — while 29 added to existing stakes and 9 trimmed.

The largest buyer was Corsair Capital Management, opening a new position worth an estimated $16.2M. The largest seller was Harvey Partners, exiting entirely with an estimated $3.49M sold.

  • 74 institutional investors held Installed Building Products (IBP) as of Q2 2014, up from 52 in Q1 2014.
  • Funds reported $198M of Installed Building Products stock for Q2 2014, up 70% quarter-over-quarter.
  • 32 funds opened new Installed Building Products positions in Q2 2014 and 10 closed out, a net change of +22 holders.
  • The largest Installed Building Products buyer in Q2 2014 was Corsair Capital Management, an estimated $16.2M added.
  • The largest Installed Building Products seller in Q2 2014 was Harvey Partners, an estimated $3.49M sold.

Based on aggregated 13F filings for Q2 2014.