Installed Building Products
227 hedge funds and large institutions have $1.92B invested in Installed Building Products in 2022 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 78 increasing their positions, 69 reducing their positions, and 25 closing their positions.
68% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 25
13% more repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 69
6% more funds holding
Funds holding: 214 → 227 (+13)
2% more capital invested
Capital invested by funds: $1.88B → $1.92B (+$42.3M)
2.25% less ownership
Funds ownership: 80.72% → 78.47% (-2.3%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
37% less call options, than puts
Call options by funds: $454K | Put options by funds: $719K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$23.3M |
| 2 |
BlackRock
New York
|
+$13.6M |
| 3 |
PFM
Premier Fund Managers
Guildford,
United Kingdom
|
+$6.85M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$6.79M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$5.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FPP
Findlay Park Partners
London,
United Kingdom
|
-$43M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$16.2M |
| 3 |
BAMCO Inc
New York
|
-$12.7M |
| 4 |
Renaissance Technologies
New York
|
-$7.37M |
| 5 |
BNP Paribas Asset Management
Paris,
France
|
-$6.15M |
IBP Hedge Fund Activity: Q4 2022 in Review
227 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Installed Building Products (IBP) for Q4 2022, worth a combined $1.92B — up 2.3% from $1.88B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new IBP positions and 25 closed out — a net gain of 17 holders — while 78 added to existing stakes and 69 trimmed.
The largest buyer was Capital World Investors, opening a new position worth an estimated $23.3M. The largest seller was Findlay Park Partners, cutting an estimated $43M.
- 227 institutional investors held Installed Building Products (IBP) as of Q4 2022, up from 214 in Q3 2022.
- Funds reported $1.92B of Installed Building Products stock for Q4 2022, up 2.3% quarter-over-quarter.
- 42 funds opened new Installed Building Products positions in Q4 2022 and 25 closed out, a net change of +17 holders.
- The largest Installed Building Products buyer in Q4 2022 was Capital World Investors, an estimated $23.3M added.
- The largest Installed Building Products seller in Q4 2022 was Findlay Park Partners, an estimated $43M sold.
Based on aggregated 13F filings for Q4 2022.