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Malibu Boats

155 hedge funds and large institutions have $1.09B invested in Malibu Boats in 2018 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 44 increasing their positions, 70 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

28% more capital invested

Capital invested by funds: $846M → $1.09B (+$240M)

6% less call options, than puts

Call options by funds: $4.33M | Put options by funds: $4.61M

8% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 25

2% less funds holding

Funds holding: 158155 (-3)

2.08% less ownership

Funds ownership: 98.3%96.22% (-2.1%)

37% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 70

Holders
155
Holders Change
-3
Holders Change %
-1.9%
% of All Funds
3.54%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
23
Increased
44
Reduced
70
Closed
25
Calls
$4.33M
Puts
$4.61M
Net Calls
-$278K
Net Calls Change
+$917K
Name Holding Trade Value Shares
Change
Change in
Stake
HAM
26
Hillcrest Asset Management
Texas
$11.4M -$5.47M -123,022 -37%
Two Sigma Advisers
27
Two Sigma Advisers
New York
$9.7M +$3.63M +81,700 +86%
TA
28
Teachers Advisors
New York
$9.69M -$831K -18,708 -10%
Goldman Sachs
29
Goldman Sachs
New York
$8.78M -$1.08M -24,238 -13%
Allianz Asset Management
30
Allianz Asset Management
Germany
$8.7M +$2.71M +61,041 +62%
CCI
31
Columbus Circle Investors
$8.26M -$2.98M -66,988 -31%
Citadel Advisors
32
Citadel Advisors
Florida
$8.24M +$3.67M +82,608 +122%
UBS Group
33
UBS Group
Switzerland
$8.16M -$239K -5,382 -3%
OAM
34
Oberweis Asset Management
Illinois
$7.76M +$1.64M +36,798 +35%
Bank of America
35
Bank of America
North Carolina
$7.47M -$3.7M -83,181 -38%
BA
36
Boston Advisors
Massachusetts
$7.43M -$1.42M -32,065 -19%
Ameriprise
37
Ameriprise
Minnesota
$7.42M -$351K -7,905 -6%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$7.41M -$834K -18,765 -12%
Charles Schwab
39
Charles Schwab
California
$7.37M +$442K +9,946 +8%
Millennium Management
40
Millennium Management
New York
$6.84M -$7.14M -160,781 -56%
TAM
41
THB Asset Management
Connecticut
$6.57M -$1.63M -36,635 -23%
Morgan Stanley
42
Morgan Stanley
New York
$5.69M +$589K +13,259 +15%
OAM
43
Oxford Asset Management
United Kingdom
$5.45M +$3.3M +74,361 +293%
D.E. Shaw & Co
44
D.E. Shaw & Co
New York
$5.44M -$952K -21,413 -18%
NC
45
NBW Capital
Massachusetts
$5.25M -$73.5K -1,654 -2%
TCIM
46
TIAA CREF Investment Management
New York
$5.11M +$2.19M +49,228 +111%
Invesco
47
Invesco
Georgia
$5.08M -$72.6K -1,634 -2%
AAMU
48
Amundi Asset Management US
Massachusetts
$4.72M +$3.84M +86,343 New
AG
49
Algert Global
California
$4.57M +$159K +3,576 +4%
EI
50
EAM Investors
California
$4.55M -$755K -16,993 -17%

MBUU Hedge Fund Activity: Q3 2018 in Review

155 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q3 2018, worth a combined $1.09B — up 28% from $846M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of MBUU and 23 opened new positions — a net loss of 2 holders — while 70 trimmed existing stakes and 44 added.

The largest buyer was Marshall Wace, opening a new position worth an estimated $19.4M. The largest seller was VOYA Investment Management, cutting an estimated $14.8M.

  • 155 institutional investors held Malibu Boats (MBUU) as of Q3 2018, down from 158 in Q2 2018.
  • Funds reported $1.09B of Malibu Boats stock for Q3 2018, up 28% quarter-over-quarter.
  • 23 funds opened new Malibu Boats positions in Q3 2018 and 25 closed out, a net change of -2 holders.
  • The largest Malibu Boats buyer in Q3 2018 was Marshall Wace, an estimated $19.4M added.
  • The largest Malibu Boats seller in Q3 2018 was VOYA Investment Management, an estimated $14.8M sold.

Based on aggregated 13F filings for Q3 2018.