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Malibu Boats

99 hedge funds and large institutions have $323M invested in Malibu Boats in 2016 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 45 increasing their positions, 31 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

95.74% more ownership

Funds ownership: 0%95.74% (+96%)

45% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 31

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

32% more capital invested

Capital invested by funds: $245M → $323M (+$78.5M)

5% more funds holding

Funds holding: 9499 (+5)

Holders
99
Holders Change
+5
Holders Change %
+5.32%
% of All Funds
2.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
45
Reduced
31
Closed
14
Calls
$19K
Puts
Net Calls
+$19K
Net Calls Change
+$27K
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
51
Parametric Portfolio Associates
Washington
$970K +$133K +7,891 +18%
Bank of America
52
Bank of America
North Carolina
$929K +$390K +23,164 +91%
Neuberger Berman Group
53
Neuberger Berman Group
New York
$880K -$150K -8,900 -16%
WVP
54
Worth Venture Partners
New Jersey
$789K +$696K +41,358 New
Two Sigma Advisers
55
Two Sigma Advisers
New York
$736K +$214K +12,700 +49%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$710K -$15.2K -900 -2%
TA
57
Teachers Advisors
New York
$642K +$94.4K +5,606 +20%
CIC
58
Cornercap Investment Counsel
Georgia
$636K +$7.75K +460 +1%
SCA
59
Secor Capital Advisors
New York
$545K -$96.6K -5,738 -17%
Goldman Sachs
60
Goldman Sachs
New York
$540K -$637K -37,838 -57%
Citadel Advisors
61
Citadel Advisors
Florida
$489K +$246K +14,599 +132%
Charles Schwab
62
Charles Schwab
California
$486K
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$434K +$383K +22,751 New
CEP
64
Chicago Equity Partners
Illinois
$425K +$375K +22,290 New
SIM
65
Spark Investment Management
New York
$417K -$733K -43,500 -67%
First Trust Advisors
66
First Trust Advisors
Illinois
$379K +$335K +19,870 New
CS
67
Credit Suisse
Switzerland
$365K -$78.9K -4,686 -20%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$358K +$22.9K +1,357 +8%
Citigroup
69
Citigroup
New York
$352K +$154K +9,151 +98%
SEI Investments
70
SEI Investments
Pennsylvania
$323K +$214K +12,722 +302%
New York State Common Retirement Fund
71
New York State Common Retirement Fund
New York
$311K
Mackenzie Financial
72
Mackenzie Financial
Ontario, Canada
$277K +$245K +14,535 New
NI
73
Numeric Investors
Massachusetts
$266K +$235K +13,950 New
MLICM
74
Metropolitan Life Insurance Company (MetLife)
New York
$251K +$32.8K +1,946 +17%
DCM
75
Driehaus Capital Management
Illinois
$250K +$220K +13,080 New

MBUU Hedge Fund Activity: Q4 2016 in Review

99 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q4 2016, worth a combined $323M — up 32% from $245M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new MBUU positions and 14 closed out — a net gain of 6 holders — while 45 added to existing stakes and 31 trimmed.

The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $10.4M. The largest seller was American Century Companies, cutting an estimated $4.45M.

  • 99 institutional investors held Malibu Boats (MBUU) as of Q4 2016, up from 94 in Q3 2016.
  • Funds reported $323M of Malibu Boats stock for Q4 2016, up 32% quarter-over-quarter.
  • 20 funds opened new Malibu Boats positions in Q4 2016 and 14 closed out, a net change of +6 holders.
  • The largest Malibu Boats buyer in Q4 2016 was Lord, Abbett & Co, an estimated $10.4M added.
  • The largest Malibu Boats seller in Q4 2016 was American Century Companies, an estimated $4.45M sold.

Based on aggregated 13F filings for Q4 2016.