Installed Building Products
114 hedge funds and large institutions have $513M invested in Installed Building Products in 2015 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 26 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
27% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 26
7% more funds holding
Funds holding: 107 → 114 (+7)
3.31% more ownership
Funds ownership: 62.57% → 65.88% (+3.3%)
6% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 31
3% more capital invested
Capital invested by funds: $499M → $513M (+$14M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$15.8M |
| 2 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
+$7.19M |
| 3 |
EA
Emerald Advisers
Leola,
Pennsylvania
|
+$6.49M |
| 4 |
State Street
Boston,
Massachusetts
|
+$6.04M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$5.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
GMT Capital
Atlanta,
Georgia
|
-$7.85M |
| 2 |
CM
Castleark Management
Chicago,
Illinois
|
-$4.95M |
| 3 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$4.42M |
| 4 |
EI
EAM Investors
Solana Beach,
California
|
-$3.96M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$3.54M |
IBP Hedge Fund Activity: Q4 2015 in Review
114 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Installed Building Products (IBP) for Q4 2015, worth a combined $513M — up 2.8% from $499M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new IBP positions and 26 closed out — a net gain of 7 holders — while 33 added to existing stakes and 31 trimmed.
The largest buyer was BlackRock Fund Advisors, adding an estimated $15.8M. The largest seller was GMT Capital, cutting an estimated $7.85M.
- 114 institutional investors held Installed Building Products (IBP) as of Q4 2015, up from 107 in Q3 2015.
- Funds reported $513M of Installed Building Products stock for Q4 2015, up 2.8% quarter-over-quarter.
- 33 funds opened new Installed Building Products positions in Q4 2015 and 26 closed out, a net change of +7 holders.
- The largest Installed Building Products buyer in Q4 2015 was BlackRock Fund Advisors, an estimated $15.8M added.
- The largest Installed Building Products seller in Q4 2015 was GMT Capital, an estimated $7.85M sold.
Based on aggregated 13F filings for Q4 2015.