Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Installed Bldg Prods Inc (IBP)

416 + 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
↓ -27
Streak
1Q ▼
Buyers last Q
48%

Smart Money Signals — IBP

Based on 420 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their IBP positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
420 funds currently hold this stock — 94% of the 3.0-year high of 447 funds (reached 2026 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +17% more funds vs a year ago

fund count last 6Q
+62 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 48% buying

229 buying250 selling
Last quarter: 250 funds reduced or exited vs 229 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.
➡️

Steady new buyers — ~74 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 104 → 63 → 70 → 74. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 25% medium ■ 18% new
240 out of 420 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.
💎

Buying through price weakness — shares +23%, value -12%

Value
-12%
Shares
+23%
Last quarter: funds added +23% more shares while total portfolio value only changed -12%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~74 new funds/quarter

58 → 104 → 63 → 70 → 74 new funds/Q
New funds entering each quarter: 104 → 63 → 70 → 74. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 61% veterans vs 26% newcomers

■ 61% veterans ■ 13% 1-2yr ■ 26% new
Entry-cohort mix of 429 holders: 261 (61%) are 2+ year veterans, 57 entered 1–2 years ago, and 111 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds
65 of 419 holders are among the 100 largest funds by AUM, controlling 60% 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.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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 Q2, 229 hedge funds were net buyers of IBP (74 opened a new position, 155 added to an existing one), while 250 reduced or exited (149 trimmed, 101 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. 60% of total institutional value in IBP is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -27 funds (more exits than new entries). Total institutional holders: 420.

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 Q2 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 June 30, 2026 · 61d ago
IBP
+6.8%
XLY
-0.1%

IBP outperformed XLY by +6.9% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 16d ago
IBP
+2.2%
XLY
-0.8%

Since the filing became public, IBP outperformed XLY by +3.0% .

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.

13 top-rated funds 1 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: IBP
416 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 416 447 -6.94%
13F Shares 26M 26M -0.13%
Total Value $5.51B $6.30B -12.56%
New Positions 73 70 +3
Increased Positions 151 161 -10
Closed Positions 103 50 +53
Reduced Positions 146 152 -6
Total Calls 5 6 -16.67%
Total Puts 5 3 66.67%
PUT/CALL Ratio 1.0 0.5 Neutral

Statistics: IBP

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

416 + 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 Q2 · 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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their IBP positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for IBP?

More sellers than buyers — 48% buying: Last quarter: 250 funds reduced or exited vs 229 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 — 60% AUM from top-100 funds: 65 of 419 holders are among the 100 largest funds by AUM, controlling 60% 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?

57% of holders stayed for 2+ years: 240 out of 420 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 Q2 hedge fund 13F filings?

As of today, IBP has moved +2.2% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.8% for the XLY sector ETF — an outperformance of +3.0%. Since the quarter end (June 30, 2026), IBP has gained +6.8% vs -0.1% 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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