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Installed Building Products
IBP

78 hedge funds and large institutions have $397M invested in Installed Building Products in 2015 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

50% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 20

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

25% more capital invested

Capital invested by funds: $318M → $397M (+$79M)

13% more funds holding

Funds holding: 69 → 78 (+9)

0.36% more ownership

Funds ownership: 57.52% → 57.88% (+0.36%)

Holders
78
Holders Change
+9
Holders Change %
+13.04%
% of All Funds
2.08%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
14
Increased
30
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
Coliseum Capital Management
Connecticut
+$6.13M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.84M
3
Renaissance Technologies
Renaissance Technologies
New York
+$2.02M
4
EA
Emerald Advisers
Pennsylvania
+$1.89M
5
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
+$1.6M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$8.05M
2
GC
Gratia Capital
California
-$4.2M
3
SH
Scepter Holdings
Texas
-$3.19M
4
CCM
Corsair Capital Management
New York
-$2.49M
5
PI
Putnam Investments
Massachusetts
-$2.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
Capital World Investors
1
Capital World Investors
California
$45M – – –
GC
2
GMT Capital
Georgia
$44.1M – – –
Invesco
3
Invesco
Georgia
$43M – – –
SHIM
4
Spruce House Investment Management
New York
$37.2M – – –
WA
5
Wasatch Advisors
Utah
$31.7M -$2.22M -117,405 -7%
CCM
6
Corsair Capital Management
New York
$22.5M -$2.49M -131,311 -11%
RA
7
Royce & Associates
New York
$16.5M -$1.07M -56,557 -7%
Ameriprise
8
Ameriprise
Minnesota
$13.5M -$805K -42,534 -6%
CCM
9
Coliseum Capital Management
Connecticut
$11.8M +$6.13M +323,958 +150%
Principal Financial Group
10
Principal Financial Group
Iowa
$11.3M – – –
Fidelity Investments
11
Fidelity Investments
Massachusetts
$10.1M +$2.84M +150,000 +48%
Vanguard Group
12
Vanguard Group
Pennsylvania
$9.98M +$648K +34,231 +8%
UBS Group
13
UBS Group
Switzerland
$9.23M +$971K +51,289 +14%
HRCM
14
Hawk Ridge Capital Management
California
$8.96M +$757K +40,000 +11%
PI
15
Putnam Investments
Massachusetts
$7.72M -$2.28M -120,500 -25%
JAM
16
Jupiter Asset Management
United Kingdom
$6.39M -$488K -25,796 -8%
BCM
17
Basswood Capital Management
New York
$5.49M +$746K +39,402 +18%
BFA
18
BlackRock Fund Advisors
California
$5.29M -$25.3K -1,338 -0.5%
AIM
19
AMI Investment Management
Indiana
$4.64M -$2.37K -125 -0.1%
DCM
20
Driehaus Capital Management
Illinois
$3.42M +$472K +24,942 +19%
State Street
21
State Street
Massachusetts
$3.17M +$125K +6,608 +5%
KCP
22
Kortright Capital Partners
New York
$2.94M +$560K +29,581 +28%
MFP
23
Michael F. Price
$2.43M -$727K -38,400 -26%
Northern Trust
24
Northern Trust
Illinois
$2.35M +$22.7K +1,197 +1%
EA
25
Emerald Advisers
Pennsylvania
$2.34M +$1.89M +99,870 New
1
2 3 4

IBP Hedge Fund Activity: Q1 2015 in Review

78 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Installed Building Products (IBP) for Q1 2015, worth a combined $397M — up 25% from $318M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IBP positions and 5 closed out — a net gain of 9 holders — while 30 added to existing stakes and 20 trimmed.

The largest buyer was Coliseum Capital Management, adding an estimated $6.13M. The largest seller was Citadel Advisors, cutting an estimated $8.05M.

  • 78 institutional investors held Installed Building Products (IBP) as of Q1 2015, up from 69 in Q4 2014.
  • Funds reported $397M of Installed Building Products stock for Q1 2015, up 25% quarter-over-quarter.
  • 14 funds opened new Installed Building Products positions in Q1 2015 and 5 closed out, a net change of +9 holders.
  • The largest Installed Building Products buyer in Q1 2015 was Coliseum Capital Management, an estimated $6.13M added.
  • The largest Installed Building Products seller in Q1 2015 was Citadel Advisors, an estimated $8.05M sold.

Based on aggregated 13F filings for Q1 2015.