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Malibu Boats

166 hedge funds and large institutions have $806M invested in Malibu Boats in 2019 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 74 increasing their positions, 47 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 47

0.15% more ownership

Funds ownership: 99.51%99.66% (+0.15%)

2% less capital invested

Capital invested by funds: $821M → $806M (-$14.2M)

4% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 27

3% less funds holding

Funds holding: 172166 (-6)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

78% less call options, than puts

Call options by funds: $210K | Put options by funds: $951K

Holders
166
Holders Change
-6
Holders Change %
-3.49%
% of All Funds
3.61%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
26
Increased
74
Reduced
47
Closed
27
Calls
$210K
Puts
$951K
Net Calls
-$741K
Net Calls Change
-$186K
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
26
Artemis Investment Management
United Kingdom
$8.92M +$1.51M +38,100 +20%
Allianz Asset Management
27
Allianz Asset Management
Germany
$8.71M +$1.32M +33,357 +17%
Invesco
28
Invesco
Georgia
$8.46M +$199K +5,017 +2%
Ameriprise
29
Ameriprise
Minnesota
$8.43M +$36.3K +913 +0.4%
Wells Fargo
30
Wells Fargo
California
$8.33M +$3.21M +80,921 +61%
American Century Companies
31
American Century Companies
Missouri
$7.69M -$365K -9,180 -4%
OAM
32
Oberweis Asset Management
Illinois
$6.74M -$470K -11,840 -6%
Citadel Advisors
33
Citadel Advisors
Florida
$6.61M +$6.18M +155,516 +1,066%
Two Sigma Advisers
34
Two Sigma Advisers
New York
$6.08M -$1.16M -29,200 -16%
Bank of America
35
Bank of America
North Carolina
$5.75M +$267K +6,728 +5%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$5.38M -$2.14M -53,859 -28%
DCM
37
Driehaus Capital Management
Illinois
$5.36M -$7.27M -182,998 -57%
Prudential Financial
38
Prudential Financial
New Jersey
$5.28M +$1.05M +26,353 +24%
UBS Group
39
UBS Group
Switzerland
$5.24M +$88.6K +2,230 +2%
PAM
40
Panagora Asset Management
Massachusetts
$5.19M +$361K +9,081 +7%
Ohio Public Employees Retirement System (OPERS)
41
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.88M -$54.6K -1,374 -1%
MAP
42
Moody Aldrich Partners
Massachusetts
$3.73M +$406K +10,224 +12%
NC
43
NBW Capital
Massachusetts
$3.65M -$44.5K -1,121 -1%
AAMU
44
Amundi Asset Management US
Massachusetts
$3.51M
TAM
45
THB Asset Management
Connecticut
$3.5M +$547K +13,773 +18%
OAM
46
Oxford Asset Management
United Kingdom
$3.26M -$555K -13,968 -14%
Goldman Sachs
47
Goldman Sachs
New York
$2.77M +$702K +17,663 +33%
Victory Capital Management
48
Victory Capital Management
Texas
$2.56M -$16.9K -426 -0.6%
HSA
49
Hussman Strategic Advisors
Maryland
$2.52M
AL
50
AJO LP
Pennsylvania
$2.38M +$2.43M +61,238 New

MBUU Hedge Fund Activity: Q2 2019 in Review

166 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q2 2019, worth a combined $806M — down 1.7% from $821M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of MBUU and 26 opened new positions — a net loss of 1 holder — while 47 trimmed existing stakes and 74 added.

The largest buyer was Nuveen, adding an estimated $16.5M. The largest seller was Ranger Investment Management, cutting an estimated $19.8M.

  • 166 institutional investors held Malibu Boats (MBUU) as of Q2 2019, down from 172 in Q1 2019.
  • Funds reported $806M of Malibu Boats stock for Q2 2019, down 1.7% quarter-over-quarter.
  • 26 funds opened new Malibu Boats positions in Q2 2019 and 27 closed out, a net change of -1 holder.
  • The largest Malibu Boats buyer in Q2 2019 was Nuveen, an estimated $16.5M added.
  • The largest Malibu Boats seller in Q2 2019 was Ranger Investment Management, an estimated $19.8M sold.

Based on aggregated 13F filings for Q2 2019.