Malibu Boats
MBUU
65 hedge funds and large institutions have $217M invested in Malibu Boats in 2014 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 11 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
64% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 11
16% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 19
12% more funds holding
Funds holding: 58 → 65 (+7)
6% less capital invested
Capital invested by funds: $232M → $217M (-$14.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NIMC
Nierenberg Investment Management Company
Camas,
Washington
|
+$6.02M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$3.12M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.52M |
| 4 |
SAM
Scopus Asset Management
New York
|
+$1.44M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$3.33M |
| 2 |
DKCM
Davidson Kempner Capital Management
New York
|
-$2.22M |
| 3 |
GP
Grow Partners
San Diego,
California
|
-$2.22M |
| 4 |
WA
Whitebox Advisors
Minneapolis,
Minnesota
|
-$1.71M |
| 5 |
JP Morgan Chase
New York
|
-$1.54M |
MBUU Hedge Fund Activity: Q2 2014 in Review
65 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q2 2014, worth a combined $217M — down 6.4% from $232M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new MBUU positions and 11 closed out — a net gain of 7 holders — while 22 added to existing stakes and 19 trimmed.
The largest buyer was Nierenberg Investment Management Company, opening a new position worth an estimated $6.02M. The largest seller was Bank of New York Mellon, cutting an estimated $3.33M.
- 65 institutional investors held Malibu Boats (MBUU) as of Q2 2014, up from 58 in Q1 2014.
- Funds reported $217M of Malibu Boats stock for Q2 2014, down 6.4% quarter-over-quarter.
- 18 funds opened new Malibu Boats positions in Q2 2014 and 11 closed out, a net change of +7 holders.
- The largest Malibu Boats buyer in Q2 2014 was Nierenberg Investment Management Company, an estimated $6.02M added.
- The largest Malibu Boats seller in Q2 2014 was Bank of New York Mellon, an estimated $3.33M sold.
Based on aggregated 13F filings for Q2 2014.