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Malibu Boats

172 hedge funds and large institutions have $821M invested in Malibu Boats in 2019 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 60 increasing their positions, 57 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 12

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

14% more capital invested

Capital invested by funds: $719M → $821M (+$102M)

12% more funds holding

Funds holding: 154172 (+18)

5% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 57

0.06% less ownership

Funds ownership: 99.57%99.51% (-0.06%)

95% less call options, than puts

Call options by funds: $31K | Put options by funds: $586K

Holders
172
Holders Change
+18
Holders Change %
+11.69%
% of All Funds
3.72%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
31
Increased
60
Reduced
57
Closed
12
Calls
$31K
Puts
$586K
Net Calls
-$555K
Net Calls Change
-$269K
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$8.55M +$1.77M +42,870 +25%
Invesco
27
Invesco
Georgia
$8.42M +$7.31M +176,579 +487%
American Century Companies
28
American Century Companies
Missouri
$8.2M -$2.95M -71,376 -26%
TCIM
29
TIAA CREF Investment Management
New York
$8.14M +$646K +15,625 +8%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$7.61M +$3.17M +76,636 +66%
AIM
31
Artemis Investment Management
United Kingdom
$7.61M +$7.95M +192,100 New
Allianz Asset Management
32
Allianz Asset Management
Germany
$7.55M +$2.37M +57,384 +43%
Two Sigma Advisers
33
Two Sigma Advisers
New York
$7.35M -$306K -7,400 -4%
OAM
34
Oberweis Asset Management
Illinois
$7.33M +$2.22M +53,590 +41%
Charles Schwab
35
Charles Schwab
California
$6.3M +$714K +17,253 +12%
Bank of America
36
Bank of America
North Carolina
$5.59M -$350K -8,464 -6%
Wells Fargo
37
Wells Fargo
California
$5.29M -$2.44M -58,900 -31%
UBS Group
38
UBS Group
Switzerland
$5.25M -$421K -10,179 -7%
PAM
39
Panagora Asset Management
Massachusetts
$4.93M +$2.3M +55,562 +80%
Two Sigma Investments
40
Two Sigma Investments
New York
$4.73M -$4.06M -98,217 -45%
Prudential Financial
41
Prudential Financial
New Jersey
$4.33M +$1.77M +42,902 +64%
Ohio Public Employees Retirement System (OPERS)
42
Ohio Public Employees Retirement System (OPERS)
Ohio
$4M +$1.41M +34,100 +51%
OAM
43
Oxford Asset Management
United Kingdom
$3.88M +$695K +16,795 +21%
NC
44
NBW Capital
Massachusetts
$3.77M -$12.4K -300 -0.3%
Morgan Stanley
45
Morgan Stanley
New York
$3.63M -$6.78M -163,930 -64%
SC
46
Shellback Capital
Massachusetts
$3.63M +$286K +6,925 +8%
AAMU
47
Amundi Asset Management US
Massachusetts
$3.57M
Marshall Wace
48
Marshall Wace
United Kingdom
$3.47M -$7.26M -175,482 -67%
MAP
49
Moody Aldrich Partners
Massachusetts
$3.4M +$1.31M +31,562 +58%
TAM
50
THB Asset Management
Connecticut
$3.02M -$1.69M -40,787 -35%

MBUU Hedge Fund Activity: Q1 2019 in Review

172 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q1 2019, worth a combined $821M — up 14% from $719M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new MBUU positions and 12 closed out — a net gain of 19 holders — while 60 added to existing stakes and 57 trimmed.

The largest buyer was Millennium Management, adding an estimated $16M. The largest seller was Hood River Capital Management, cutting an estimated $8.5M.

  • 172 institutional investors held Malibu Boats (MBUU) as of Q1 2019, up from 154 in Q4 2018.
  • Funds reported $821M of Malibu Boats stock for Q1 2019, up 14% quarter-over-quarter.
  • 31 funds opened new Malibu Boats positions in Q1 2019 and 12 closed out, a net change of +19 holders.
  • The largest Malibu Boats buyer in Q1 2019 was Millennium Management, an estimated $16M added.
  • The largest Malibu Boats seller in Q1 2019 was Hood River Capital Management, an estimated $8.5M sold.

Based on aggregated 13F filings for Q1 2019.