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Malibu Boats
MBUU

Overview Fund Activity

139 hedge funds and large institutions have $617M invested in Malibu Boats in 2017 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 46 increasing their positions, 55 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+7
Holders Change %
+5.3%
% of All Funds
3.16%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
27
Increased
46
Reduced
55
Closed
19
Calls
$1.24M
Puts
$793K
Net Calls
+$444K
Net Calls Change
+$503K

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
+$21M
2
HAM
Hillcrest Asset Management
Texas
+$10.3M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$6.93M
4
CB
Cooke & Bieler
Pennsylvania
+$5.85M
5
TAM
THB Asset Management
Connecticut
+$3.73M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$10.5M
2
AL
AJO LP
Pennsylvania
-$9.54M
3
SIM
Spark Investment Management
New York
-$7.76M
4
CAM
Cortina Asset Management
Wisconsin
-$6.42M
5
BlackRock
BlackRock
New York
-$4.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
Geode Capital Management
26
Geode Capital Management
Massachusetts
$5.53M +$226K +7,587 +4%
Ameriprise
27
Ameriprise
Minnesota
$4.94M +$35.7K +1,200 +0.7%
Wells Fargo
28
Wells Fargo
California
$4.7M +$787K +26,460 +20%
CI
29
Caerus Investors
New York
$4.67M +$4.67M +156,977 New
GCP
30
GSA Capital Partners
United Kingdom
$4.5M +$1.69M +56,716 +60%
D.E. Shaw & Co
31
D.E. Shaw & Co
New York
$4.31M -$2.66M -89,374 -38%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$4.17M -$654K -21,994 -14%
CEP
33
Chicago Equity Partners
Illinois
$3.96M +$669K +22,500 +20%
TAM
34
THB Asset Management
Connecticut
$3.73M +$3.73M +125,453 New
SGAM
35
Smith Group Asset Management
Texas
$3.72M -$642K -21,590 -15%
NC
36
NBW Capital
Massachusetts
$3.65M -$1.93M -64,965 -35%
PI
37
Putnam Investments
Massachusetts
$3.42M -$1.5M -50,533 -31%
OAM
38
Oxford Asset Management
United Kingdom
$3.02M -$891K -29,140 -23%
Two Sigma Advisers
39
Two Sigma Advisers
New York
$2.9M -$1.55M -52,200 -35%
Deutsche Bank
40
Deutsche Bank
Germany
$2.85M -$1.18M -39,620 -29%
RIM
41
Ranger Investment Management
Texas
$2.66M -$498K -16,750 -16%
Charles Schwab
42
Charles Schwab
California
$2.61M +$444K +14,930 +20%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$2.46M -$45.3K -1,525 -2%
SEI Investments
44
SEI Investments
Pennsylvania
$2.1M +$1.01M +34,125 +94%
Morgan Stanley
45
Morgan Stanley
New York
$2.05M -$1.59M -53,320 -44%
UBS Group
46
UBS Group
Switzerland
$1.97M +$1.93M +65,060 +5,667%
Mackenzie Financial
47
Mackenzie Financial
Ontario, Canada
$1.91M +$568K +19,091 +42%
OAM
48
Oberweis Asset Management
Illinois
$1.87M +$300K +10,100 +19%
BPM
49
Bowling Portfolio Management
Ohio
$1.72M +$321K +10,799 +23%
AG
50
Algert Global
California
$1.67M -$2.44M -82,006 -59%
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