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Installed Building Products

364 hedge funds and large institutions have $4.5B invested in Installed Building Products in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 138 increasing their positions, 138 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more call options, than puts

Call options by funds: $4.18M | Put options by funds: $3.56M

0% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 138

1.31% less ownership

Funds ownership: 92.46%91.15% (-1.3%)

9% less funds holding

Funds holding: 400364 (-36)

30% less capital invested

Capital invested by funds: $6.43B → $4.5B (-$1.93B)

40% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 78

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
364
Holders Change
-36
Holders Change %
-9%
% of All Funds
4.79%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
47
Increased
138
Reduced
138
Closed
78
Calls
$4.18M
Puts
$3.56M
Net Calls
+$627K
Net Calls Change
+$3.23M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$694M -$17.9M -82,092 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$462M +$3.61M +16,597 +0.6%
State Street
3
State Street
Massachusetts
$221M +$2.25M +10,356 +0.8%
Fidelity International
4
Fidelity International
Bermuda
$182M +$27.7M +127,215 +14%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$137M -$39.5M -181,740 -19%
Fuller & Thaler Asset Management
6
Fuller & Thaler Asset Management
California
$118M -$4.1M -18,855 -3%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$112M -$2.72M -12,526 -2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$111M +$2.3M +10,553 +2%
Morgan Stanley
9
Morgan Stanley
New York
$106M +$1.01M +4,647 +0.8%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$97.8M -$2.34M -10,759 -2%
GC
11
Giverny Capital
Quebec, Canada
$88.5M +$3.83M +17,620 +4%
First Trust Advisors
12
First Trust Advisors
Illinois
$85.1M +$43.4M +199,657 +70%
BAMCO Inc
13
BAMCO Inc
New York
$80.4M -$7.29M -33,517 -7%
VNIM
14
Vaughan Nelson Investment Management
Texas
$72.3M +$18.1M +83,205 +25%
VBA
15
Van Berkom & Associates
Quebec, Canada
$65.4M +$5.65M +25,971 +7%
Goldman Sachs
16
Goldman Sachs
New York
$62.6M -$567K -2,606 -0.7%
T. Rowe Price Investment Management
17
T. Rowe Price Investment Management
Maryland
$59.2M +$34.4M +158,173 +88%
Swedbank
18
Swedbank
Sweden
$57.8M +$15M +69,000 +26%
SAM
19
Silvercrest Asset Management
New York
$56.7M +$8.16M +37,511 +13%
Charles Schwab
20
Charles Schwab
California
$49.4M +$1.14M +5,259 +2%
Northern Trust
21
Northern Trust
Illinois
$48.7M +$4.11M +18,907 +7%
ClearBridge Investments
22
ClearBridge Investments
New York
$43.6M +$6.76M +31,083 +14%
Capital Research Global Investors
23
Capital Research Global Investors
California
$42.8M +$5.6M +25,749 +12%
PP
24
Pertento Partners
United Kingdom
$40.9M +$7.92M +36,395 +18%
CCM
25
Channing Capital Management
Illinois
$37.9M -$1.05M -4,806 -2%

IBP Hedge Fund Activity: Q4 2024 in Review

364 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Installed Building Products (IBP) for Q4 2024, worth a combined $4.5B — down 30% from $6.43B a quarter earlier.

Sellers outnumbered buyers: 78 funds closed out of IBP and 47 opened new positions — a net loss of 31 holders — while 138 trimmed existing stakes and 138 added.

The largest buyer was First Trust Advisors, adding an estimated $43.4M. The largest seller was Summit Partners Public Asset Management, exiting entirely with an estimated $54.5M sold.

  • 364 institutional investors held Installed Building Products (IBP) as of Q4 2024, down from 400 in Q3 2024.
  • Funds reported $4.5B of Installed Building Products stock for Q4 2024, down 30% quarter-over-quarter.
  • 47 funds opened new Installed Building Products positions in Q4 2024 and 78 closed out, a net change of -31 holders.
  • The largest Installed Building Products buyer in Q4 2024 was First Trust Advisors, an estimated $43.4M added.
  • The largest Installed Building Products seller in Q4 2024 was Summit Partners Public Asset Management, an estimated $54.5M sold.

Based on aggregated 13F filings for Q4 2024.