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Malibu Boats
MBUU

76 hedge funds and large institutions have $292M invested in Malibu Boats in 2014 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,050% more call options, than puts

Call options by funds: $23K | Put options by funds: $2K

38% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 24

8% more capital invested

Capital invested by funds: $271M → $292M (+$21.6M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

5% less funds holding

Funds holding: 80 → 76 (-4)

Holders
76
Holders Change
-4
Holders Change %
-5%
% of All Funds
2.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
33
Reduced
24
Closed
12
Calls
$23K
Puts
$2K
Net Calls
+$21K
Net Calls Change
+$21K

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$7.8M
2
American Century Companies
American Century Companies
Missouri
+$4.13M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.77M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$2.84M
5
RA
Royce & Associates
New York
+$2.77M

Top Sellers

Rank Fund Capital Flow
1
Federated Hermes
Federated Hermes
Pennsylvania
-$4.85M
2
BCMNY
Buckingham Capital Management (New York)
New York
-$3.95M
3
ZDA
Zweig-DiMenna Associates
New York
-$3.64M
4
TG
TCW Group
California
-$2.91M
5
DCM
Driehaus Capital Management
Illinois
-$2.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$2.58M +$1.39M +77,121 +135%
Federated Hermes
27
Federated Hermes
Pennsylvania
$2.54M -$4.85M -268,240 -67%
State Street
28
State Street
Massachusetts
$2.5M -$144K -7,988 -6%
Northern Trust
29
Northern Trust
Illinois
$2.28M -$35.2K -1,946 -2%
RFC
30
Russell Frank Company
Washington
$2.09M +$514K +28,410 +35%
SC
31
Shellback Capital
Massachusetts
$1.91M +$1.79M +99,200 New
NC
32
NBW Capital
Massachusetts
$1.79M -$7.9K -437 -0.5%
GC
33
Guggenheim Capital
Illinois
$1.78M +$83.4K +4,614 +5%
ACH
34
ArrowMark Colorado Holdings
Colorado
$1.77M +$1.36M +75,108 +454%
N
35
Nuveen
North Carolina
$1.6M +$185K +10,257 +14%
TCIM
36
TIAA CREF Investment Management
New York
$1.45M +$443K +24,519 +48%
Citadel Advisors
37
Citadel Advisors
Florida
$1.43M -$1.7M -94,253 -56%
BIT
38
BlackRock Institutional Trust
California
$1.31M -$50.7K -2,805 -4%
Neuberger Berman Group
39
Neuberger Berman Group
New York
$1.29M -$45.2K -2,500 -4%
Geode Capital Management
40
Geode Capital Management
Massachusetts
$1.24M -$105K -5,790 -8%
GCP
41
GSA Capital Partners
United Kingdom
$1.17M +$559K +30,900 +104%
Victory Capital Management
42
Victory Capital Management
Texas
$1.17M +$1.09M +60,511 New
NC
43
Northpointe Capital
Michigan
$1.01M +$947K +52,395 New
CCM
44
Cadence Capital Management
Massachusetts
$913K -$100K -5,552 -10%
RIM
45
Ranger Investment Management
Texas
$901K +$247K +13,650 +41%
Acadian Asset Management
46
Acadian Asset Management
Massachusetts
$732K +$6.18K +342 +0.9%
DC
47
Deere & Company
Illinois
$722K – – –
Massachusetts Financial Services
48
Massachusetts Financial Services
Massachusetts
$668K +$627K +34,667 New
NCCM
49
Nine Chapters Capital Management
New Jersey
$534K +$501K +27,700 New
BHMP
50
Bardin Hill Management Partners
New York
$500K -$461K -25,518 -50%
1
2
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MBUU Hedge Fund Activity: Q4 2014 in Review

76 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q4 2014, worth a combined $292M — up 8% from $271M a quarter earlier.

Fund positioning in MBUU was balanced in Q4 2014: 12 funds opened new positions, 12 closed out, 33 added to existing stakes and 24 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $7.8M. The largest seller was Federated Hermes, cutting an estimated $4.85M.

  • 76 institutional investors held Malibu Boats (MBUU) as of Q4 2014, down from 80 in Q3 2014.
  • Funds reported $292M of Malibu Boats stock for Q4 2014, up 8% quarter-over-quarter.
  • 12 funds opened new Malibu Boats positions in Q4 2014 and 12 closed out, a net change of 0 holders.
  • The largest Malibu Boats buyer in Q4 2014 was JP Morgan Chase, an estimated $7.8M added.
  • The largest Malibu Boats seller in Q4 2014 was Federated Hermes, an estimated $4.85M sold.

Based on aggregated 13F filings for Q4 2014.