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Malibu Boats
MBUU

132 hedge funds and large institutions have $645M invested in Malibu Boats in 2017 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 44 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

36% more capital invested

Capital invested by funds: $473M → $645M (+$172M)

18% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 44

8% more funds holding

Funds holding: 122 → 132 (+10)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

5% less call options, than puts

Call options by funds: $1.22M | Put options by funds: $1.28M

1.49% less ownership

Funds ownership: 102.01% → 100.53% (-1.5%)

Holders
132
Holders Change
+10
Holders Change %
+8.2%
% of All Funds
3.29%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
23
Increased
52
Reduced
44
Closed
13
Calls
$1.22M
Puts
$1.28M
Net Calls
-$59K
Net Calls Change
-$59K

Top Buyers

Rank Fund Capital Flow
1
Lazard Asset Management
Lazard Asset Management
New York
+$22.5M
2
BlackRock
BlackRock
New York
+$19.9M
3
Renaissance Technologies
Renaissance Technologies
New York
+$9.16M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$6.62M
5
SIM
Spark Investment Management
New York
+$6.24M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$13.9M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$12M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$3.88M
4
NI
Numeric Investors
Massachusetts
-$3.61M
5
Macquarie Group
Macquarie Group
Australia
-$3.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
NC
26
NBW Capital
Massachusetts
$5.94M -$95.6K -3,457 -2%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$5.64M +$862K +31,171 +21%
Millennium Management
28
Millennium Management
New York
$5.53M +$277K +10,022 +6%
TA
29
Teachers Advisors
New York
$5.43M +$3.69M +133,508 +350%
PI
30
Putnam Investments
Massachusetts
$5.24M +$2.38M +85,970 +108%
Ameriprise
31
Ameriprise
Minnesota
$5.22M +$22.1K +800 +0.5%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$5.14M +$1.19M +43,140 +36%
Two Sigma Advisers
33
Two Sigma Advisers
New York
$4.73M +$1.65M +59,760 +66%
SGAM
34
Smith Group Asset Management
Texas
$4.64M -$35.9K -1,300 -0.9%
AG
35
Algert Global
California
$4.38M -$1.36M -49,109 -26%
Deutsche Bank
36
Deutsche Bank
Germany
$4.29M +$2.16M +78,017 +135%
Wells Fargo
37
Wells Fargo
California
$4.17M -$282K -10,187 -7%
OAM
38
Oxford Asset Management
United Kingdom
$4.06M -$411K -14,881 -10%
Morgan Stanley
39
Morgan Stanley
New York
$3.87M +$978K +35,387 +41%
Bank of America
40
Bank of America
North Carolina
$3.84M +$1.21M +43,932 +57%
CEP
41
Chicago Equity Partners
Illinois
$3.5M +$268K +9,700 +10%
RIM
42
Ranger Investment Management
Texas
$3.36M +$482K +17,450 +20%
Prudential Financial
43
Prudential Financial
New Jersey
$3.01M -$2.05M -74,300 -44%
GCP
44
GSA Capital Partners
United Kingdom
$3M +$126K +4,574 +5%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$2.67M +$468K +16,917 +25%
EI
46
EAM Investors
California
$2.58M +$1.2M +43,468 +114%
Charles Schwab
47
Charles Schwab
California
$2.31M +$1.12M +40,437 +125%
CCMH
48
Cornerstone Capital Management Holdings
New York
$2.2M +$663K +24,000 +53%
Russell Investments Group
49
Russell Investments Group
United Kingdom
$1.77M +$48K +1,735 +3%
OAM
50
Oberweis Asset Management
Illinois
$1.67M +$332K +12,000 +29%
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MBUU Hedge Fund Activity: Q3 2017 in Review

132 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q3 2017, worth a combined $645M — up 36% from $473M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new MBUU positions and 13 closed out — a net gain of 10 holders — while 52 added to existing stakes and 44 trimmed.

The largest buyer was Lazard Asset Management, opening a new position worth an estimated $22.5M. The largest seller was JP Morgan Chase, cutting an estimated $13.9M.

  • 132 institutional investors held Malibu Boats (MBUU) as of Q3 2017, up from 122 in Q2 2017.
  • Funds reported $645M of Malibu Boats stock for Q3 2017, up 36% quarter-over-quarter.
  • 23 funds opened new Malibu Boats positions in Q3 2017 and 13 closed out, a net change of +10 holders.
  • The largest Malibu Boats buyer in Q3 2017 was Lazard Asset Management, an estimated $22.5M added.
  • The largest Malibu Boats seller in Q3 2017 was JP Morgan Chase, an estimated $13.9M sold.

Based on aggregated 13F filings for Q3 2017.