Installed Building Products
148 hedge funds and large institutions have $1.24B invested in Installed Building Products in 2019 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 37 reducing their positions, and 25 closing their positions.
54% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 37
20% more capital invested
Capital invested by funds: $1.03B → $1.24B (+$202M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 25
1.7% less ownership
Funds ownership: 71.22% → 69.52% (-1.7%)
2% less funds holding
Funds holding: 151 → 148 (-3)
88% less call options, than puts
Call options by funds: $326K | Put options by funds: $2.78M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nuveen
Charlotte,
North Carolina
|
+$7.57M |
| 2 |
BAMCO Inc
New York
|
+$7.2M |
| 3 |
PC
Pier Capital
Stamford,
Connecticut
|
+$6.82M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
+$4.43M |
| 5 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
+$4.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$30.9M |
| 2 |
Neuberger Berman Group
New York
|
-$13.6M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$10.4M |
| 4 |
Millennium Management
New York
|
-$9.49M |
| 5 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$9.01M |
IBP Hedge Fund Activity: Q2 2019 in Review
148 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Installed Building Products (IBP) for Q2 2019, worth a combined $1.24B — up 20% from $1.03B a quarter earlier.
Fund positioning in IBP was balanced in Q2 2019: 25 funds opened new positions, 25 closed out, 57 added to existing stakes and 37 trimmed.
The largest buyer was Nuveen, opening a new position worth an estimated $7.57M. The largest seller was Wellington Management Group, cutting an estimated $30.9M.
- 148 institutional investors held Installed Building Products (IBP) as of Q2 2019, down from 151 in Q1 2019.
- Funds reported $1.24B of Installed Building Products stock for Q2 2019, up 20% quarter-over-quarter.
- 25 funds opened new Installed Building Products positions in Q2 2019 and 25 closed out, a net change of 0 holders.
- The largest Installed Building Products buyer in Q2 2019 was Nuveen, an estimated $7.57M added.
- The largest Installed Building Products seller in Q2 2019 was Wellington Management Group, an estimated $30.9M sold.
Based on aggregated 13F filings for Q2 2019.