Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INSTALLED BLDG PRODS INC (IBP)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
3Q ▲
Buyers last Q
46%

Smart Money Signals — IBP

Based on 400 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
400 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.
📶

Steady growth — +18% more funds vs a year ago

fund count last 6Q
+61 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 46% buying

186 buying214 selling
Last quarter: 214 funds reduced or exited vs 186 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-35 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 52 → 51 → 97 → 62. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

56% of holders stayed for 2+ years

56% conviction (2yr+) 22% medium 22% new
226 out of 400 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.
🚀

Acceleration phase — new buyers rushing in

41 → 52 → 51 → 97 → 62 new funds/Q
New funds entering each quarter: 52 → 51 → 97 → 62. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 57% of holders stayed 2+ years

57% veterans 17% 1-2yr 26% new
Of 407 current holders: 234 (57%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
45 of 400 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in IBP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 2025 Q4, 186 hedge funds were net buyers of IBP (62 opened a new position, 124 added to an existing one), while 214 reduced or exited (160 trimmed, 54 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 41% of total institutional value in IBP is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 400.

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

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

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

57 top-rated funds 0 high-conviction
Consensus
7.7
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: IBP
2026 Q1 Stats Unlock in 5 days 407 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 407 401 1.5%
13F Shares 26M 27M -3.6%
Total Value $6.38B $6.40B -0.26%
New Positions 63 97 -34
Increased Positions 130 135 -5
Closed Positions 57 43 +14
Reduced Positions 175 143 +32
Total Calls 4 4 -
Total Puts 3 5 -40.0%
PUT/CALL Ratio 0.75 1.25 Neutral

Statistics: IBP

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Institutional Holders (2026 Q1)

407 + 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 institutional holders of IBP — 2025 Q4 · 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 — 3 quarters in a row: For 3 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?

More sellers than buyers — 46% buying: Last quarter: 214 funds reduced or exited vs 186 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for IBP holders?

Elite ownership — 41% AUM from top-100 funds: 45 of 400 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in IBP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held IBP?

56% of holders stayed for 2+ years: 226 out of 400 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.

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.