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Malibu Boats
MBUU

158 hedge funds and large institutions have $846M invested in Malibu Boats in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 45 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 15

23% more capital invested

Capital invested by funds: $687M → $846M (+$159M)

17% more funds holding

Funds holding: 135 → 158 (+23)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2.64% less ownership

Funds ownership: 100.95% → 98.3% (-2.6%)

15% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 53

67% less call options, than puts

Call options by funds: $587K | Put options by funds: $1.78M

Holders
158
Holders Change
+23
Holders Change %
+17.04%
% of All Funds
3.62%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
40
Increased
45
Reduced
53
Closed
15
Calls
$587K
Puts
$1.78M
Net Calls
-$1.2M
Net Calls Change
-$1.34M

Top Buyers

Rank Fund Capital Flow
1
RIM
Ranger Investment Management
Texas
+$11.8M
2
Millennium Management
Millennium Management
New York
+$10.8M
3
Renaissance Technologies
Renaissance Technologies
New York
+$6.15M
4
Macquarie Group
Macquarie Group
Australia
+$4.63M
5
Two Sigma Investments
Two Sigma Investments
New York
+$4.28M

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$19.2M
2
ACH
ArrowMark Colorado Holdings
Colorado
-$11.4M
3
Lazard Asset Management
Lazard Asset Management
New York
-$10.3M
4
American Century Companies
American Century Companies
Missouri
-$8.83M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$7.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mackenzie Financial
51
Mackenzie Financial
Ontario, Canada
$3.24M – – –
SGAM
52
Smith Group Asset Management
Texas
$2.9M +$43.9K +1,100 +2%
Citadel Advisors
53
Citadel Advisors
Florida
$2.85M +$2.71M +67,903 New
MAP
54
Moody Aldrich Partners
Massachusetts
$2.77M +$337K +8,441 +15%
MWNA
55
Marshall Wace North America
New York
$2.73M +$2.6M +65,089 New
PPA
56
Parametric Portfolio Associates
Washington
$2.45M +$738K +18,507 +46%
California Public Employees Retirement System
57
California Public Employees Retirement System
California
$2.36M -$965K -24,181 -30%
GC
58
Globeflex Capital
California
$2.27M +$3.99K +100 +0.2%
Man Group
59
Man Group
United Kingdom
$2.25M +$291K +7,300 +16%
Ohio Public Employees Retirement System (OPERS)
60
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.19M +$2.09M +52,300 New
LCG
61
Lisanti Capital Growth
New York
$2.06M -$394K -9,880 -17%
Victory Capital Management
62
Victory Capital Management
Texas
$2.03M – – –
EAM
63
Eagle Asset Management
Florida
$2.01M +$46.8K +1,173 +3%
QI
64
QS Investors
New York
$1.96M – – –
Los Angeles Capital Management
65
Los Angeles Capital Management
California
$1.92M -$16K -400 -0.9%
TCIM
66
TIAA CREF Investment Management
New York
$1.85M -$165K -4,128 -9%
3C
67
361 Capital
Colorado
$1.84M +$57.6K +1,445 +3%
LCM
68
Landscape Capital Management
New Jersey
$1.8M +$1.72M +43,007 New
First Trust Advisors
69
First Trust Advisors
Illinois
$1.73M +$857K +21,471 +109%
CCM
70
Cadence Capital Management
Massachusetts
$1.57M -$822K -20,603 -36%
EGI
71
EAM Global Investors
California
$1.55M +$403K +10,096 +38%
Neuberger Berman Group
72
Neuberger Berman Group
New York
$1.49M -$7.98K -200 -0.6%
ACM
73
Ativo Capital Management
Illinois
$1.43M -$559K -14,004 -29%
GAM
74
Gotham Asset Management
New York
$1.41M +$1.34M +33,666 New
RJA
75
Raymond James & Associates
Florida
$1.34M +$13.3K +334 +1%
1 2
3
4 5

MBUU Hedge Fund Activity: Q2 2018 in Review

158 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q2 2018, worth a combined $846M — up 23% from $687M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new MBUU positions and 15 closed out — a net gain of 25 holders — while 45 added to existing stakes and 53 trimmed.

The largest buyer was Ranger Investment Management, adding an estimated $11.8M. The largest seller was Royal Bank of Canada, cutting an estimated $19.2M.

  • 158 institutional investors held Malibu Boats (MBUU) as of Q2 2018, up from 135 in Q1 2018.
  • Funds reported $846M of Malibu Boats stock for Q2 2018, up 23% quarter-over-quarter.
  • 40 funds opened new Malibu Boats positions in Q2 2018 and 15 closed out, a net change of +25 holders.
  • The largest Malibu Boats buyer in Q2 2018 was Ranger Investment Management, an estimated $11.8M added.
  • The largest Malibu Boats seller in Q2 2018 was Royal Bank of Canada, an estimated $19.2M sold.

Based on aggregated 13F filings for Q2 2018.