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Installed Building Products

228 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, 79 increasing their positions, 69 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 25

14% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 69

7% more funds holding

Funds holding: 214228 (+14)

2% more capital invested

Capital invested by funds: $1.88B → $1.92B (+$41.6M)

0.34% more ownership

Funds ownership: 80.75%81.09% (+0.34%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

37% less call options, than puts

Call options by funds: $454K | Put options by funds: $719K

Holders
228
Holders Change
+14
Holders Change %
+6.54%
% of All Funds
3.67%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
42
Increased
79
Reduced
69
Closed
25
Calls
$454K
Puts
$719K
Net Calls
-$265K
Net Calls Change
+$366K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$347M +$13.6M +161,273 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$219M +$3.85M +45,621 +2%
FPP
3
Findlay Park Partners
United Kingdom
$127M -$43M -509,904 -26%
BAMCO Inc
4
BAMCO Inc
New York
$109M -$12.7M -150,738 -11%
Invesco
5
Invesco
Georgia
$74.1M -$16.2M -192,743 -18%
State Street
6
State Street
Massachusetts
$72.9M +$280K +3,316 +0.4%
WA
7
Wasatch Advisors
Utah
$52.1M -$1.12M -13,249 -2%
Swedbank
8
Swedbank
Sweden
$46.2M -$5.23M -62,000 -10%
VBA
9
Van Berkom & Associates
Quebec, Canada
$42.7M -$794K -9,421 -2%
Goldman Sachs
10
Goldman Sachs
New York
$37.7M +$2.14M +25,383 +6%
VNIM
11
Vaughan Nelson Investment Management
Texas
$37.3M -$384K -4,550 -1%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$35.9M +$1.08M +12,753 +3%
GC
13
Giverny Capital
Quebec, Canada
$35.4M -$55.1K -654 -0.2%
SAM
14
Silvercrest Asset Management
New York
$34.7M -$938K -11,122 -3%
PM
15
Pembroke Management
Quebec, Canada
$27.3M -$283K -3,353 -1%
Loomis, Sayles & Company
16
Loomis, Sayles & Company
Massachusetts
$27M -$635K -7,536 -2%
CS
17
Credit Suisse
Switzerland
$24.8M -$1.33M -15,749 -5%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$24.6M +$2.61M +30,978 +12%
Ameriprise
19
Ameriprise
Minnesota
$24.3M +$2.24M +26,607 +10%
Capital World Investors
20
Capital World Investors
California
$23.6M +$23.3M +276,000 New
Northern Trust
21
Northern Trust
Illinois
$23.1M +$693K +8,222 +3%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$22.2M -$133K -1,581 -0.6%
PP
23
Pertento Partners
United Kingdom
$21.3M
Millennium Management
24
Millennium Management
New York
$21M +$3.78M +44,813 +22%
Charles Schwab
25
Charles Schwab
California
$19.8M +$1.11M +13,135 +6%

IBP Hedge Fund Activity: Q4 2022 in Review

228 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Installed Building Products (IBP) for Q4 2022, worth a combined $1.92B — up 2.2% 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 79 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.

  • 228 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 2.2% 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.