Installed Building Products
206 hedge funds and large institutions have $1.95B invested in Installed Building Products in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 79 increasing their positions, 74 reducing their positions, and 36 closing their positions.
206% more call options, than puts
Call options by funds: $807K | Put options by funds: $264K
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
6.44% more ownership
Funds ownership: 73.65% → 80.09% (+6.4%)
7% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 74
5% less funds holding
Funds holding: 217 → 206 (-11)
6% less capital invested
Capital invested by funds: $2.07B → $1.95B (-$120M)
17% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 36
Top Buyers
| 1 |
VBA
Van Berkom & Associates
Montreal,
Quebec, Canada
|
+$12.1M |
| 2 |
Royal London Asset Management
United Kingdom
|
+$11.6M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$10.2M |
| 4 |
Morgan Stanley
New York
|
+$9.8M |
| 5 |
GACM
Global Alpha Capital Management
Montreal,
Quebec, Canada
|
+$9.57M |
Top Sellers
| 1 |
Invesco
Atlanta,
Georgia
|
-$33.6M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$27.8M |
| 3 |
BGC
Blue Grotto Capital
Atlanta,
Georgia
|
-$19M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$10.1M |
| 5 |
BNP Paribas Asset Management
Paris,
France
|
-$9.96M |
IBP Hedge Fund Activity: Q2 2022 in Review
206 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Installed Building Products (IBP) for Q2 2022, worth a combined $1.95B — down 5.8% from $2.07B a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of IBP and 30 opened new positions — a net loss of 6 holders — while 74 trimmed existing stakes and 79 added.
The largest buyer was Van Berkom & Associates, adding an estimated $12.1M. The largest seller was Invesco, cutting an estimated $33.6M.
- 206 institutional investors held Installed Building Products (IBP) as of Q2 2022, down from 217 in Q1 2022.
- Funds reported $1.95B of Installed Building Products stock for Q2 2022, down 5.8% quarter-over-quarter.
- 30 funds opened new Installed Building Products positions in Q2 2022 and 36 closed out, a net change of -6 holders.
- The largest Installed Building Products buyer in Q2 2022 was Van Berkom & Associates, an estimated $12.1M added.
- The largest Installed Building Products seller in Q2 2022 was Invesco, an estimated $33.6M sold.
Based on aggregated 13F filings for Q2 2022.