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Malibu Boats
MBUU

65 hedge funds and large institutions have $217M invested in Malibu Boats in 2014 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

16% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 19

12% more funds holding

Funds holding: 58 → 65 (+7)

6% less capital invested

Capital invested by funds: $232M → $217M (-$14.9M)

Holders
65
Holders Change
+7
Holders Change %
+12.07%
% of All Funds
1.87%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
18
Increased
22
Reduced
19
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NIMC
Nierenberg Investment Management Company
Washington
+$6.02M
2
American Century Companies
American Century Companies
Missouri
+$3.12M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$1.52M
4
SAM
Scopus Asset Management
New York
+$1.44M
5
Ameriprise
Ameriprise
Minnesota
+$1.38M

Top Sellers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
-$3.33M
2
DKCM
Davidson Kempner Capital Management
New York
-$2.22M
3
GP
Grow Partners
California
-$2.22M
4
WA
Whitebox Advisors
Minnesota
-$1.71M
5
JP Morgan Chase
JP Morgan Chase
New York
-$1.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
BIT
26
BlackRock Institutional Trust
California
$1.33M -$124K -6,030 -8%
CCM
27
Cadence Capital Management
Massachusetts
$1.09M +$1.12M +54,360 New
N
28
Nuveen
North Carolina
$1.08M +$262K +12,735 +31%
MCM
29
Munder Capital Management
Michigan
$1.04M -$37.4K -1,815 -3%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$927K +$162K +7,878 +21%
TCIM
31
TIAA CREF Investment Management
New York
$886K +$860K +41,739 +1,799%
BIM
32
Bogle Investment Management
Massachusetts
$808K +$829K +40,228 New
Wells Fargo
33
Wells Fargo
California
$674K +$19.7K +958 +3%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$609K -$3.33M -161,592 -84%
COPPSERS
35
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$558K -$355K -17,230 -38%
KJHP
36
K.J. Harrison & Partners
Ontario, Canada
$503K +$515K +25,000 New
GCP
37
GSA Capital Partners
United Kingdom
$432K +$443K +21,500 New
BIM
38
BlackRock Investment Management
Delaware
$428K -$49.5K -2,403 -10%
HP
39
Harvey Partners
New York
$302K – – –
CS
40
Credit Suisse
Switzerland
$288K +$295K +14,325 New
GAM
41
Gotham Asset Management
New York
$270K +$277K +13,425 New
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$261K -$39.1K -1,900 -13%
TA
43
Teachers Advisors
New York
$252K +$86.8K +4,212 +51%
Charles Schwab
44
Charles Schwab
California
$248K +$253K +12,300 New
ACH
45
ArrowMark Colorado Holdings
Colorado
$236K -$35.5K -1,722 -13%
GC
46
Globeflex Capital
California
$146K +$150K +7,300 New
RFC
47
Russell Frank Company
Washington
$145K +$155K +7,509 New
Asset Management One
48
Asset Management One
Japan
$144K +$147K +7,140 New
NFA
49
Nationwide Fund Advisors
Ohio
$114K -$195K -9,456 -63%
Deutsche Bank
50
Deutsche Bank
Germany
$101K +$62.1K +3,014 +147%
1
2
3 4

MBUU Hedge Fund Activity: Q2 2014 in Review

65 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q2 2014, worth a combined $217M — down 6.4% from $232M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new MBUU positions and 11 closed out — a net gain of 7 holders — while 22 added to existing stakes and 19 trimmed.

The largest buyer was Nierenberg Investment Management Company, opening a new position worth an estimated $6.02M. The largest seller was Bank of New York Mellon, cutting an estimated $3.33M.

  • 65 institutional investors held Malibu Boats (MBUU) as of Q2 2014, up from 58 in Q1 2014.
  • Funds reported $217M of Malibu Boats stock for Q2 2014, down 6.4% quarter-over-quarter.
  • 18 funds opened new Malibu Boats positions in Q2 2014 and 11 closed out, a net change of +7 holders.
  • The largest Malibu Boats buyer in Q2 2014 was Nierenberg Investment Management Company, an estimated $6.02M added.
  • The largest Malibu Boats seller in Q2 2014 was Bank of New York Mellon, an estimated $3.33M sold.

Based on aggregated 13F filings for Q2 2014.