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Malibu Boats

99 hedge funds and large institutions have $323M invested in Malibu Boats in 2016 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 45 increasing their positions, 31 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

95.74% more ownership

Funds ownership: 0%95.74% (+96%)

45% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 31

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

32% more capital invested

Capital invested by funds: $245M → $323M (+$78.5M)

5% more funds holding

Funds holding: 9499 (+5)

Holders
99
Holders Change
+5
Holders Change %
+5.32%
% of All Funds
2.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
45
Reduced
31
Closed
14
Calls
$19K
Puts
Net Calls
+$19K
Net Calls Change
+$27K
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
26
Oxford Asset Management
United Kingdom
$3.6M -$152K -9,051 -5%
NC
27
NBW Capital
Massachusetts
$3.58M -$36.1K -2,146 -1%
Russell Investments Group
28
Russell Investments Group
United Kingdom
$3.25M +$2.87M +170,540 New
Manulife (Manufacturers Life Insurance)
29
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.09M -$515K -30,577 -16%
Wells Fargo
30
Wells Fargo
California
$2.82M +$10.3K +614 +0.4%
Millennium Management
31
Millennium Management
New York
$2.61M -$612K -36,346 -21%
Geode Capital Management
32
Geode Capital Management
Massachusetts
$2.52M +$48.7K +2,892 +2%
AG
33
Algert Global
California
$2.35M +$1.37M +81,283 +195%
RIM
34
Ranger Investment Management
Texas
$2.22M +$1.14M +67,550 +139%
DIA
35
Dean Investment Associates
Ohio
$2.15M +$1.9M +112,735 New
MC
36
Menta Capital
California
$2.08M +$576K +34,177 +46%
GCP
37
GSA Capital Partners
United Kingdom
$1.71M +$100K +5,944 +7%
Morgan Stanley
38
Morgan Stanley
New York
$1.6M +$1.12M +66,212 +370%
D.E. Shaw & Co
39
D.E. Shaw & Co
New York
$1.53M +$297K +17,659 +28%
Two Sigma Investments
40
Two Sigma Investments
New York
$1.5M +$980K +58,193 +283%
Victory Capital Management
41
Victory Capital Management
Texas
$1.48M +$463K +27,510 +55%
BIM
42
BlackRock Investment Management
Delaware
$1.4M -$3.12K -185 -0.3%
GC
43
Guggenheim Capital
Illinois
$1.37M -$240K -14,263 -17%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$1.3M -$808 -48 -0.1%
UBS AM
45
UBS AM
Illinois
$1.26M +$85.6K +5,085 +8%
KCM
46
Kennedy Capital Management
Missouri
$1.23M +$588K +34,894 +118%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$1.22M +$598K +35,500 +126%
Deutsche Bank
48
Deutsche Bank
Germany
$1.16M +$583K +34,590 +131%
TCIM
49
TIAA CREF Investment Management
New York
$1.07M -$97.5K -5,790 -9%
DCM
50
Dean Capital Management
Kansas
$1.06M +$939K +55,750 New

MBUU Hedge Fund Activity: Q4 2016 in Review

99 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q4 2016, worth a combined $323M — up 32% from $245M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new MBUU positions and 14 closed out — a net gain of 6 holders — while 45 added to existing stakes and 31 trimmed.

The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $10.4M. The largest seller was American Century Companies, cutting an estimated $4.45M.

  • 99 institutional investors held Malibu Boats (MBUU) as of Q4 2016, up from 94 in Q3 2016.
  • Funds reported $323M of Malibu Boats stock for Q4 2016, up 32% quarter-over-quarter.
  • 20 funds opened new Malibu Boats positions in Q4 2016 and 14 closed out, a net change of +6 holders.
  • The largest Malibu Boats buyer in Q4 2016 was Lord, Abbett & Co, an estimated $10.4M added.
  • The largest Malibu Boats seller in Q4 2016 was American Century Companies, an estimated $4.45M sold.

Based on aggregated 13F filings for Q4 2016.