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Malibu Boats

122 hedge funds and large institutions have $473M invested in Malibu Boats in 2017 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 42 increasing their positions, 45 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

19% more capital invested

Capital invested by funds: $397M → $473M (+$76.5M)

8% more funds holding

Funds holding: 113122 (+9)

2.86% more ownership

Funds ownership: 99.15%102.01% (+2.9%)

7% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 45

Holders
122
Holders Change
+9
Holders Change %
+7.96%
% of All Funds
3.04%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
25
Increased
42
Reduced
45
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Hudson Bay Capital Management
51
Hudson Bay Capital Management
Connecticut
$1.55M +$233K +9,900 +20%
Deutsche Bank
52
Deutsche Bank
Germany
$1.49M +$1.18M +50,150 +669%
BPM
53
Bowling Portfolio Management
Ohio
$1.49M +$1.36M +57,614 New
TCIM
54
TIAA CREF Investment Management
New York
$1.48M -$540K -22,899 -29%
Russell Investments Group
55
Russell Investments Group
United Kingdom
$1.4M -$23K -977 -2%
GC
56
Guggenheim Capital
Illinois
$1.4M -$242K -10,254 -16%
QI
57
QS Investors
New York
$1.33M +$476K +20,176 +64%
SIM
58
Spark Investment Management
New York
$1.33M +$698K +29,600 +135%
GC
59
Globeflex Capital
California
$1.25M
CCMH
60
Cornerstone Capital Management Holdings
New York
$1.18M +$1.08M +45,700 New
LCG
61
Lisanti Capital Growth
New York
$1.11M +$365K +15,455 +56%
PPA
62
Parametric Portfolio Associates
Washington
$1.09M -$203K -8,588 -17%
OAM
63
Oberweis Asset Management
Illinois
$1.06M -$146K -6,200 -13%
Neuberger Berman Group
64
Neuberger Berman Group
New York
$1.06M -$23.6K -1,000 -2%
D.E. Shaw & Co
65
D.E. Shaw & Co
New York
$1.06M +$76.7K +3,251 +9%
Barclays
66
Barclays
United Kingdom
$1.03M +$129K +5,484 +16%
Mackenzie Financial
67
Mackenzie Financial
Ontario, Canada
$996K +$507K +21,508 +127%
EI
68
EAM Investors
California
$987K
TA
69
Teachers Advisors
New York
$986K -$19.1K -809 -2%
UBS AM
70
UBS AM
Illinois
$965K -$47.3K -2,006 -5%
Charles Schwab
71
Charles Schwab
California
$840K
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$826K -$84.9K -3,600 -10%
ICRM
73
Insight Capital Research & Management
California
$742K +$677K +28,693 New
FQ
74
First Quadrant
California
$731K +$251K +10,642 +60%
DTL
75
Dynamic Technology Lab
Singapore
$674K +$398K +16,875 +184%

MBUU Hedge Fund Activity: Q2 2017 in Review

122 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q2 2017, worth a combined $473M — up 19% from $397M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new MBUU positions and 16 closed out — a net gain of 9 holders — while 42 added to existing stakes and 45 trimmed.

The largest buyer was Hood River Capital Management, opening a new position worth an estimated $9.64M. The largest seller was Investment Counselors of Maryland, cutting an estimated $6.25M.

  • 122 institutional investors held Malibu Boats (MBUU) as of Q2 2017, up from 113 in Q1 2017.
  • Funds reported $473M of Malibu Boats stock for Q2 2017, up 19% quarter-over-quarter.
  • 25 funds opened new Malibu Boats positions in Q2 2017 and 16 closed out, a net change of +9 holders.
  • The largest Malibu Boats buyer in Q2 2017 was Hood River Capital Management, an estimated $9.64M added.
  • The largest Malibu Boats seller in Q2 2017 was Investment Counselors of Maryland, an estimated $6.25M sold.

Based on aggregated 13F filings for Q2 2017.