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Malibu Boats

122 hedge funds and large institutions have $473M invested in Malibu Boats in 2017 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 42 increasing their positions, 45 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

19% more capital invested

Capital invested by funds: $397M → $473M (+$76.5M)

8% more funds holding

Funds holding: 113122 (+9)

2.86% more ownership

Funds ownership: 99.15%102.01% (+2.9%)

7% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 45

Holders
122
Holders Change
+9
Holders Change %
+7.96%
% of All Funds
3.04%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
25
Increased
42
Reduced
45
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$4.25M -$2.64M -112,000 -41%
NI
27
Numeric Investors
Massachusetts
$4.2M -$800K -33,900 -17%
Arrowstreet Capital
28
Arrowstreet Capital
Massachusetts
$3.88M -$1.16M -49,196 -25%
SGAM
29
Smith Group Asset Management
Texas
$3.83M -$40.3K -1,710 -1%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$3.81M -$84.1K -3,565 -2%
OAM
31
Oxford Asset Management
United Kingdom
$3.7M -$114K -4,821 -3%
Wells Fargo
32
Wells Fargo
California
$3.67M -$392K -16,617 -10%
FIM
33
Foresters Investment Management
New York
$3.09M +$2.25M +95,200 +395%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$3.08M +$153K +6,497 +6%
Manulife (Manufacturers Life Insurance)
35
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.02M -$1.14M -48,212 -29%
CEP
36
Chicago Equity Partners
Illinois
$2.61M +$1.27M +53,747 +114%
GCP
37
GSA Capital Partners
United Kingdom
$2.33M -$611K -25,900 -22%
Two Sigma Advisers
38
Two Sigma Advisers
New York
$2.33M +$237K +10,040 +13%
RIM
39
Ranger Investment Management
Texas
$2.3M
BGIM
40
Brandywine Global Investment Management
Pennsylvania
$2.26M -$2.49M -105,416 -55%
GPGA
41
Grandeur Peak Global Advisors
Utah
$2.25M -$1.02M -43,300 -33%
Morgan Stanley
42
Morgan Stanley
New York
$2.24M -$76.6K -3,247 -4%
PI
43
Putnam Investments
Massachusetts
$2.06M +$1.88M +79,598 New
Goldman Sachs
44
Goldman Sachs
New York
$2.01M +$1.16M +49,198 +172%
Bank of America
45
Bank of America
North Carolina
$2M +$120K +5,100 +7%
PAM
46
Panagora Asset Management
Massachusetts
$1.82M +$1.62M +68,882 +4,966%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$1.74M
ERSOT
48
Employees Retirement System of Texas
Texas
$1.71M +$519K +22,000 +50%
Victory Capital Management
49
Victory Capital Management
Texas
$1.68M -$472 -20 -0%
Citadel Advisors
50
Citadel Advisors
Florida
$1.57M +$356K +15,111 +33%

MBUU Hedge Fund Activity: Q2 2017 in Review

122 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q2 2017, worth a combined $473M — up 19% from $397M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new MBUU positions and 16 closed out — a net gain of 9 holders — while 42 added to existing stakes and 45 trimmed.

The largest buyer was Hood River Capital Management, opening a new position worth an estimated $9.64M. The largest seller was Investment Counselors of Maryland, cutting an estimated $6.25M.

  • 122 institutional investors held Malibu Boats (MBUU) as of Q2 2017, up from 113 in Q1 2017.
  • Funds reported $473M of Malibu Boats stock for Q2 2017, up 19% quarter-over-quarter.
  • 25 funds opened new Malibu Boats positions in Q2 2017 and 16 closed out, a net change of +9 holders.
  • The largest Malibu Boats buyer in Q2 2017 was Hood River Capital Management, an estimated $9.64M added.
  • The largest Malibu Boats seller in Q2 2017 was Investment Counselors of Maryland, an estimated $6.25M sold.

Based on aggregated 13F filings for Q2 2017.