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Malibu Boats
MBUU

80 hedge funds and large institutions have $271M invested in Malibu Boats in 2014 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 36 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 6

100% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 18

25% more capital invested

Capital invested by funds: $217M → $271M (+$53.3M)

23% more funds holding

Funds holding: 65 → 80 (+15)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
80
Holders Change
+15
Holders Change %
+23.08%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
21
Increased
36
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GGHC
Gilder Gagnon Howe & Co
New York
+$14.6M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$14.2M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$9.81M
4
CAM
Cortina Asset Management
Wisconsin
+$6.93M
5
Wells Fargo
Wells Fargo
California
+$5.07M

Top Sellers

Rank Fund Capital Flow
1
CCA
Canyon Capital Advisors
Texas
-$23.6M
2
American Century Companies
American Century Companies
Missouri
-$3.8M
3
Ameriprise
Ameriprise
Minnesota
-$2.87M
4
PAM
Panagora Asset Management
Massachusetts
-$1.53M
5
WSA
Wall Street Associates
California
-$608K
Name Holding Trade Value Shares
Change 		Change in
Stake
GCP
51
GSA Capital Partners
United Kingdom
$548K +$160K +8,100 +38%
COPPSERS
52
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$461K -$56.7K -2,870 -10%
BIM
53
BlackRock Investment Management
Delaware
$453K +$62.9K +3,186 +15%
ACH
54
ArrowMark Colorado Holdings
Colorado
$307K +$95.2K +4,823 +41%
TC
55
TFS Capital
Pennsylvania
$295K +$315K +15,944 New
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$285K +$46.9K +2,375 +18%
Millennium Management
57
Millennium Management
New York
$274K +$292K +14,785 New
Two Sigma Advisers
58
Two Sigma Advisers
New York
$272K +$290K +14,700 New
GAM
59
Gotham Asset Management
New York
$259K +$11.4K +578 +4%
TA
60
Teachers Advisors
New York
$232K – – –
Charles Schwab
61
Charles Schwab
California
$228K – – –
CS
62
Credit Suisse
Switzerland
$219K -$48.9K -2,476 -17%
GC
63
Globeflex Capital
California
$180K +$47.4K +2,400 +33%
Asset Management One
64
Asset Management One
Japan
$132K – – –
NFA
65
Nationwide Fund Advisors
Ohio
$118K +$14.2K +719 +13%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$98K +$105K +5,340 New
AIG
67
American International Group
New York
$86.8K +$257 +13 +0.3%
BA
68
BlackRock Advisors
Delaware
$63K +$6.93K +351 +12%
STC
69
SEI Trust Company
Pennsylvania
$61K -$10.8K -545 -14%
U
70
UBS
Switzerland
$22K -$52.5K -2,660 -69%
RA
71
Royce & Associates
New York
$19K – – –
SO
72
STRS Ohio
Ohio
$9K +$9.87K +500 New
BNP Paribas Financial Markets
73
BNP Paribas Financial Markets
France
$5.56K +$4.3K +218 +266%
Citigroup
74
Citigroup
New York
$5K +$4.15K +210 +259%
Barclays
75
Barclays
United Kingdom
$2K -$42K -2,125 -96%
1 2
3
4

MBUU Hedge Fund Activity: Q3 2014 in Review

80 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q3 2014, worth a combined $271M — up 25% from $217M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new MBUU positions and 6 closed out — a net gain of 15 holders — while 36 added to existing stakes and 18 trimmed.

The largest buyer was Gilder Gagnon Howe & Co, adding an estimated $14.6M. The largest seller was Canyon Capital Advisors, cutting an estimated $23.6M.

  • 80 institutional investors held Malibu Boats (MBUU) as of Q3 2014, up from 65 in Q2 2014.
  • Funds reported $271M of Malibu Boats stock for Q3 2014, up 25% quarter-over-quarter.
  • 21 funds opened new Malibu Boats positions in Q3 2014 and 6 closed out, a net change of +15 holders.
  • The largest Malibu Boats buyer in Q3 2014 was Gilder Gagnon Howe & Co, an estimated $14.6M added.
  • The largest Malibu Boats seller in Q3 2014 was Canyon Capital Advisors, an estimated $23.6M sold.

Based on aggregated 13F filings for Q3 2014.