Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Installed Bldg Prods Inc (IBP)

440 + Investors. Track Smart Money conviction in IBP. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +18
Streak
4Q ▲
Buyers last Q
53%

Smart Money Signals — IBP

Based on 444 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added IBP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
444 hedge funds hold IBP right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +27% more funds vs a year ago

fund count last 6Q
+95 new funds entered over the past year (+27% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 53% buying

229 buying206 selling
Last quarter: 229 funds bought or added vs 206 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new IBP position: 57 → 104 → 63 → 69. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 22% medium ■ 23% new
244 out of 444 hedge funds have held IBP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

54 → 57 → 104 → 63 → 69 new funds/Q
New funds entering each quarter: 57 → 104 → 63 → 69. IBP is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 58% veterans vs 27% newcomers

■ 58% veterans ■ 15% 1-2yr ■ 27% new
Entry-cohort mix of 452 holders: 263 (58%) are 2+ year veterans, 66 entered 1–2 years ago, and 123 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds
60 of 443 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — IBP

In 2026 Q1, 229 hedge funds were net buyers of IBP (69 opened a new position, 160 added to an existing one), while 206 reduced or exited (155 trimmed, 51 sold completely) — a 53% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 39% of total institutional value in IBP is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +18 funds (more new holders than closures). Total institutional holders: 444.

Hedge Fund Ownership: IBP

How many hedge funds hold IBP — quarterly history vs. share price
Quarterly hedge fund ownership of IBP vs. share price

Market Analysis: IBP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IBP

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Installed Bldg Prods Inc (IBP) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much IBP has moved relative to its sector benchmark (XLY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 91d ago
IBP
-16.9%
XLY
+7.7%

IBP outperformed XLY by -24.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 46d ago
IBP
+5.6%
XLY
+0.7%

Since the filing became public, IBP outperformed XLY by +4.9% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

26 top-rated funds 1 high-conviction
Consensus
6.2
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: IBP
440 + Investors

Track Smart Money conviction in IBP. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 440 426 3.29%
13F Shares 26M 27M -2.89%
Total Value $6.27B $6.49B -3.4%
New Positions 67 63 +4
Increased Positions 158 130 +28
Closed Positions 53 55 -2
Reduced Positions 151 169 -18
Total Calls 6 4 50.0%
Total Puts 3 3 -
PUT/CALL Ratio 0.5 0.75 Bullish

Statistics: IBP

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

440 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IBP. Verified SEC 13F-HR filings.

QUARTER:
Top 25 IBP holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Timucuan Asset Management Inc/Fl 8.07% 826,867 $219.2M
2 Watchtower Advisors, LP 6.07% 32,277 $8.6M
3 Giverny Capital Inc. 3.92% 403,665 $107.0M
4 Pembroke Management, LTD 2.88% 75,011 $19.9M
5 Salvus Wealth Management, LLC 2.68% 17,396 $4.6M
6 Jacobson & Schmitt Advisors, LLC 2.52% 52,322 $13.9M
7 Gallo Partners, LP 2.46% 4,850 $1.3M
8 Paralel Advisors LLC 1.82% 165,000 $43.7M
9 Kayne Anderson Rudnick Investment Management LLC 1.41% 1,812,801 $480.7M
10 Heron Bay Capital Management 1.24% 50,565 $13.4M
11 Joseph Group Capital Management 1.13% 17,010 $4.5M
12 Windsor Advisory Group, LLC 1.10% 4,972 $1.3M
13 Leeward Investments, LLC - MA 1.09% 83,374 $22.1M
14 LRT Capital Management, LLC 0.88% 3,561 $944K
15 Laurus Global Equity Management Inc. 0.82% 3,140 $833K
16 Channing Capital Management, LLC 0.81% 118,818 $31.5M
17 Blalock Williams, LLC 0.67% 3,255 $863K
18 Lisanti Capital Growth, LLC 0.66% 9,930 $2.6M
19 Yorktown Management & Research Co Inc 0.64% 2,900 $769K
20 Ausbil Investment Management Ltd 0.63% 4,654 $1.3M
21 CacheTech Inc. 0.62% 12,209 $3.2M
22 Stephens Investment Management Group LLC 0.62% 170,808 $45.3M
23 Adams Wealth Management 0.60% 10,280 $2.7M
24 Moody Aldrich Partners LLC 0.55% 11,468 $3.0M
25 Pier Capital, LLC 0.54% 12,269 $3.3M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Installed Bldg Prods Inc (IBP)

What does the Smart Money Trend signal show for IBP?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added IBP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for IBP?

Slight buying edge — 53% buying: Last quarter: 229 funds bought or added vs 206 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for IBP holders?

Strong quality — 39% AUM from major funds: 60 of 443 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held IBP?

55% of holders stayed for 2+ years: 244 out of 444 hedge funds have held IBP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Installed Bldg Prods Inc (IBP) following the 2026 Q1 hedge fund 13F filings?

As of today, IBP has moved +5.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.7% for the XLY sector ETF — an outperformance of +4.9%. Since the quarter end (March 31, 2026), IBP has gained -16.9% vs +7.7% for XLY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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