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Installed Building Products

390 hedge funds and large institutions have $5.21B invested in Installed Building Products in 2024 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 141 increasing their positions, 144 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

20% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 51

2.08% more ownership

Funds ownership: 87.67%89.75% (+2.1%)

1% more funds holding

Funds holding: 386390 (+4)

2% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 144

19% less capital invested

Capital invested by funds: $6.43B → $5.21B (-$1.22B)

22% less call options, than puts

Call options by funds: $11.4M | Put options by funds: $14.6M

Holders
390
Holders Change
+4
Holders Change %
+1.04%
% of All Funds
5.63%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
61
Increased
141
Reduced
144
Closed
51
Calls
$11.4M
Puts
$14.6M
Net Calls
-$3.15M
Net Calls Change
-$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$852M -$2.39M -10,617 -0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$541M -$2.63M -11,695 -0.4%
State Street
3
State Street
Massachusetts
$237M +$21.7M +96,319 +9%
Fidelity International
4
Fidelity International
Bermuda
$229M +$57.9M +257,136 +30%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$145M -$284K -1,263 -0.2%
Fuller & Thaler Asset Management
6
Fuller & Thaler Asset Management
California
$143M -$116K -514 -0.1%
BAMCO Inc
7
BAMCO Inc
New York
$136M -$30.2M -134,135 -17%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$123M +$8.57M +38,049 +7%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$123M +$98.9M +439,332 +277%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$105M +$30.9M +137,064 +37%
GC
11
Giverny Capital
Quebec, Canada
$97M +$1.02M +4,540 +1%
Swedbank
12
Swedbank
Sweden
$85.4M +$9.68M +43,000 +12%
Morgan Stanley
13
Morgan Stanley
New York
$83.2M +$11.9M +52,971 +15%
Invesco
14
Invesco
Georgia
$67M -$23.1M -102,598 -24%
VNIM
15
Vaughan Nelson Investment Management
Texas
$63.6M -$14.6M -64,630 -17%
Goldman Sachs
16
Goldman Sachs
New York
$62.9M +$13.8M +61,198 +25%
VBA
17
Van Berkom & Associates
Quebec, Canada
$62.4M -$4.24M -18,815 -6%
T. Rowe Price Investment Management
18
T. Rowe Price Investment Management
Maryland
$61.8M -$1.7M -7,548 -2%
SAM
19
Silvercrest Asset Management
New York
$59.5M +$4.78M +21,224 +8%
CCM
20
Channing Capital Management
Illinois
$57.3M +$4.12M +18,280 +7%
N
21
Nuveen
North Carolina
$55.6M -$5.58M -24,790 -8%
First Trust Advisors
22
First Trust Advisors
Illinois
$54.8M +$15.5M +69,038 +35%
Northern Trust
23
Northern Trust
Illinois
$54.7M -$1.1M -4,886 -2%
Charles Schwab
24
Charles Schwab
California
$52.3M +$1.33M +5,905 +2%
Norges Bank
25
Norges Bank
Norway
$48.2M +$10.8M +47,907 +26%

IBP Hedge Fund Activity: Q2 2024 in Review

390 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Installed Building Products (IBP) for Q2 2024, worth a combined $5.21B — down 19% from $6.43B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new IBP positions and 51 closed out — a net gain of 10 holders — while 141 added to existing stakes and 144 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $98.9M. The largest seller was Wasatch Advisors, exiting entirely with an estimated $71.4M sold.

  • 390 institutional investors held Installed Building Products (IBP) as of Q2 2024, up from 386 in Q1 2024.
  • Funds reported $5.21B of Installed Building Products stock for Q2 2024, down 19% quarter-over-quarter.
  • 61 funds opened new Installed Building Products positions in Q2 2024 and 51 closed out, a net change of +10 holders.
  • The largest Installed Building Products buyer in Q2 2024 was Fidelity Investments, an estimated $98.9M added.
  • The largest Installed Building Products seller in Q2 2024 was Wasatch Advisors, an estimated $71.4M sold.

Based on aggregated 13F filings for Q2 2024.