- Quarter end
- 31 Mar 2024
- the date the book describes
- Filed
- 14 Nov 2024
- latest of these filings; the earliest 1 May 2024
- Managers listing it
- 11
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q4 2023 and Q1 2024; 6 listed it in both
- Shares listed
- 1,105,819
- combined, among listed positions
- Reported value
- $286m
- combined, at the quarter end
Among the 93 comparable managers: 7 buyers (opened or added shares) and 4 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing IBP in Q1 2024
11 of 11 holders
Largest increases and reductions, by shares
Increases
- Arrowstreet Capital LPnew position · 85,011 shares now+85,011
- Baillie Gifford & Coexisting position · 48,993 shares now+32,692
- ExodusPoint Capital Management LPnew position · 22,348 shares now+22,348
- First Eagle Investment Management LLCexisting position · 47,248 shares now+11,060
- Maverick Capital Ltdnew position · 2,277 shares now+2,277
Reductions
- Capital World Investorsexisting position · 246,500 shares now-85,500
- Schonfeld Strategic Advisors LLCexisting position · 34,590 shares now-21,218
- Winton Group Ltdexisting position · 3,292 shares now-2,456
New positions and exits
New (3)
Exited (1)
- Tudor Investment Corpwas $9.4m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q1 2014 | 3 | $20m | n.a. | n.a. |
| Q2 2014 | 2 | $26m | n.a. | n.a. |
| Q3 2014 | 1 | $29m | n.a. | n.a. |
| Q4 2014 | 2 | $37m | n.a. | n.a. |
| Q1 2015 | 2 | $45m | n.a. | n.a. |
| Q2 2015 | 2 | $57m | n.a. | n.a. |
| Q3 2015 | 1 | $43m | n.a. | n.a. |
| Q4 2015 | 1 | $42m | n.a. | n.a. |
| Q1 2016 | 1 | $45m | n.a. | n.a. |
| Q2 2016 | 1 | $62m | n.a. | n.a. |
| Q3 2016 | 1 | $61m | n.a. | n.a. |
| Q4 2016 | 1 | $70m | n.a. | n.a. |
| Q1 2017 | 4 | $70m | n.a. | n.a. |
| Q2 2017 | 2 | $72m | n.a. | n.a. |
| Q3 2017 | 2 | $83m | n.a. | n.a. |
| Q4 2017 | 3 | $99m | n.a. | n.a. |
| Q1 2018 | 3 | $64m | n.a. | n.a. |
| Q2 2018 | 2 | $42m | n.a. | n.a. |
| Q3 2018 | 1 | $979k | n.a. | n.a. |
| Q4 2018 | 1 | $26m | n.a. | n.a. |
| Q1 2019 | 1 | $36m | n.a. | n.a. |
| Q2 2019 | 2 | $1.8m | n.a. | n.a. |
| Q3 2019 | 3 | $2.6m | n.a. | n.a. |
| Q4 2019 | 4 | $4.5m | n.a. | n.a. |
| Q1 2020 | 1 | $2.4m | n.a. | n.a. |
| Q2 2020 | 1 | $2.7m | n.a. | n.a. |
| Q3 2020 | 1 | $2.9m | n.a. | n.a. |
| Q4 2020 | 4 | $110m | n.a. | n.a. |
| Q1 2021 | 3 | $102m | n.a. | n.a. |
| Q2 2021 | 4 | $135m | n.a. | n.a. |
| Q3 2021 | 3 | $35m | n.a. | n.a. |
| Q4 2021 | 5 | $65m | n.a. | n.a. |
| Q1 2022 | 2 | $17m | n.a. | n.a. |
| Q2 2022 | 1 | $16m | n.a. | n.a. |
| Q3 2022 | 2 | $17m | n.a. | n.a. |
| Q4 2022 | 5 | $49m | n.a. | n.a. |
| Q1 2023 | 5 | $72m | n.a. | n.a. |
| Q2 2023 | 5 | $82m | n.a. | n.a. |
| Q3 2023 | 8 | $108m | n.a. | n.a. |
| Q4 2023 | 7 | $131m | 4 | 2 |
| Q1 2024 | 11 | $286m | 7 | 4 |
| Q2 2024 | 9 | $227m | 5 | 4 |
| Q3 2024 | 11 | $317m | 7 | 3 |
| Q4 2024 | 10 | $240m | 4 | 6 |
| Q1 2025 | 12 | $346m | 8 | 4 |
| Q2 2025 | 8 | $443m | 3 | 7 |
| Q3 2025 | 8 | $637m | 4 | 5 |
| Q4 2025 | 6 | $714m | 10 | 18 |
| Q1 2026 | 7 | $620m | 22 | 9 |
| Q2 2026 | 5 | $368m | 13 | 20 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
IBP and KLAC →IBP and GE →IBP and LRCX →Choose a stock to compare with IBP →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own IBP, latest filings →Back to the 13F Explorer →