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
↑ +20
Streak
4Q ▲
Buyers last Q
53%

Smart Money Signals — IBP

Based on 447 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
447 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 — +28% more funds vs a year ago

fund count last 6Q
+98 new funds entered over the past year (+28% 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

232 buying205 selling
Last quarter: 232 funds bought or added vs 205 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 (+7 vs last Q)

new funds entering per quarter
Funds opening a new IBP position: 58 → 104 → 63 → 70. 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
245 out of 447 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 → 58 → 104 → 63 → 70 new funds/Q
New funds entering each quarter: 58 → 104 → 63 → 70. 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 455 holders: 265 (58%) are 2+ year veterans, 66 entered 1–2 years ago, and 124 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds
64 of 446 holders are among the 100 largest funds by AUM, controlling 55% 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.
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, 232 hedge funds were net buyers of IBP (70 opened a new position, 162 added to an existing one), while 205 reduced or exited (155 trimmed, 50 sold completely) — a 53% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 55% of total institutional value in IBP is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +20 funds (more new holders than closures). Total institutional holders: 447.

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.

Loading signal freshness…
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
2026 Q2 Stats Unlock in 1 days 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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Institutional Holders (2026 Q2)

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:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
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 5.52% 652,368 $149.9M
2 Watchtower Advisors, LP 4.13% 32,277 $7.4M
3 Giverny Capital Inc. 3.07% 397,662 $91.4M
4 Pembroke Management, LTD 2.92% 80,863 $18.6M
5 LRT Capital Management, LLC 2.58% 17,274 $4.0M
6 Jacobson & Schmitt Advisors, LLC 1.99% 52,997 $12.2M
7 Paralel Advisors LLC 1.46% 165,000 $37.9M
8 Salvus Wealth Management, LLC 1.46% 11,310 $2.6M
9 Kayne Anderson Rudnick Investment Management LLC 1.31% 1,840,712 $423.1M
10 Heron Bay Capital Management 1.03% 49,384 $11.4M
11 Monimus Capital Management, LP 1.02% 19,168 $4.4M
12 Joseph Group Capital Management 0.90% 18,640 $4.3M
13 Leeward Investments, LLC - MA 0.85% 81,584 $18.8M
14 Windsor Advisory Group, LLC 0.83% 4,972 $1.1M
15 Ausbil Investment Management Ltd 0.81% 8,026 $1.8M
16 CacheTech Inc. 0.65% 17,442 $4.0M
17 Moody Aldrich Partners LLC 0.63% 15,140 $3.5M
18 Adams Wealth Management 0.61% 13,860 $3.2M
19 Yorktown Management & Research Co Inc 0.61% 4,300 $988K
20 Pier Capital, LLC 0.59% 19,214 $4.4M
21 Blalock Williams, LLC 0.49% 3,255 $748K
22 Stephens Investment Management Group LLC 0.43% 175,271 $40.3M
23 VELA Investment Management, LLC 0.41% 8,391 $1.9M
24 Trinity Financial Advisors LLC 0.38% 6,450 $1.5M
25 Emerald Investment Advisers, LLC 0.38% 24,898 $5.7M
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: 232 funds bought or added vs 205 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?

Elite ownership — 55% AUM from top-100 funds: 64 of 446 holders are among the 100 largest funds by AUM, controlling 55% 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?

55% of holders stayed for 2+ years: 245 out of 447 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.

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