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Malibu Boats
MBUU

80 hedge funds and large institutions have $271M invested in Malibu Boats in 2014 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 36 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 6

100% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 18

25% more capital invested

Capital invested by funds: $217M → $271M (+$53.3M)

23% more funds holding

Funds holding: 65 → 80 (+15)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
80
Holders Change
+15
Holders Change %
+23.08%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
21
Increased
36
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GGHC
Gilder Gagnon Howe & Co
New York
+$14.6M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$14.2M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$9.81M
4
CAM
Cortina Asset Management
Wisconsin
+$6.93M
5
Wells Fargo
Wells Fargo
California
+$5.07M

Top Sellers

Rank Fund Capital Flow
1
CCA
Canyon Capital Advisors
Texas
-$23.6M
2
American Century Companies
American Century Companies
Missouri
-$3.8M
3
Ameriprise
Ameriprise
Minnesota
-$2.87M
4
PAM
Panagora Asset Management
Massachusetts
-$1.53M
5
WSA
Wall Street Associates
California
-$608K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$3.12M +$3.33M +168,573 New
TG
27
TCW Group
California
$2.91M -$145K -7,347 -4%
DCM
28
Driehaus Capital Management
Illinois
$2.62M +$509K +25,802 +22%
State Street
29
State Street
Massachusetts
$2.55M +$108K +5,471 +4%
Northern Trust
30
Northern Trust
Illinois
$2.23M +$637K +32,271 +37%
NC
31
NBW Capital
Massachusetts
$1.73M +$1.84M +93,304 New
HP
32
Harvey Partners
New York
$1.67M +$1.48M +75,000 +500%
GC
33
Guggenheim Capital
Illinois
$1.62M -$508K -25,736 -23%
RFC
34
Russell Frank Company
Washington
$1.51M +$1.46M +74,095 +987%
LCG
35
Lisanti Capital Growth
New York
$1.45M -$249K -12,620 -14%
N
36
Nuveen
North Carolina
$1.35M +$376K +19,045 +36%
BIT
37
BlackRock Institutional Trust
California
$1.31M +$90.3K +4,573 +7%
Geode Capital Management
38
Geode Capital Management
Massachusetts
$1.3M +$471K +23,853 +52%
Neuberger Berman Group
39
Neuberger Berman Group
New York
$1.28M +$1.37M +69,400 New
BIM
40
Bogle Investment Management
Massachusetts
$1.07M +$353K +17,870 +44%
Morgan Stanley
41
Morgan Stanley
New York
$1.06M +$1.08M +54,894 +2,558%
MCM
42
Munder Capital Management
Michigan
$1.05M +$102K +5,162 +10%
CCM
43
Cadence Capital Management
Massachusetts
$980K -$28.6K -1,450 -3%
BHMP
44
Bardin Hill Management Partners
New York
$953K +$1.02M +51,446 New
TCIM
45
TIAA CREF Investment Management
New York
$941K +$134K +6,774 +15%
Jane Street
46
Jane Street
New York
$858K +$915K +46,333 New
Two Sigma Investments
47
Two Sigma Investments
New York
$759K +$809K +40,963 New
Acadian Asset Management
48
Acadian Asset Management
Massachusetts
$697K -$567K -28,709 -43%
DC
49
Deere & Company
Illinois
$694K +$740K +37,469 New
RIM
50
Ranger Investment Management
Texas
$614K +$654K +33,130 New
1
2
3 4

MBUU Hedge Fund Activity: Q3 2014 in Review

80 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q3 2014, worth a combined $271M — up 25% from $217M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new MBUU positions and 6 closed out — a net gain of 15 holders — while 36 added to existing stakes and 18 trimmed.

The largest buyer was Gilder Gagnon Howe & Co, adding an estimated $14.6M. The largest seller was Canyon Capital Advisors, cutting an estimated $23.6M.

  • 80 institutional investors held Malibu Boats (MBUU) as of Q3 2014, up from 65 in Q2 2014.
  • Funds reported $271M of Malibu Boats stock for Q3 2014, up 25% quarter-over-quarter.
  • 21 funds opened new Malibu Boats positions in Q3 2014 and 6 closed out, a net change of +15 holders.
  • The largest Malibu Boats buyer in Q3 2014 was Gilder Gagnon Howe & Co, an estimated $14.6M added.
  • The largest Malibu Boats seller in Q3 2014 was Canyon Capital Advisors, an estimated $23.6M sold.

Based on aggregated 13F filings for Q3 2014.