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Malibu Boats

155 hedge funds and large institutions have $1.09B invested in Malibu Boats in 2018 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 44 increasing their positions, 70 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

28% more capital invested

Capital invested by funds: $846M → $1.09B (+$240M)

6% less call options, than puts

Call options by funds: $4.33M | Put options by funds: $4.61M

8% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 25

2% less funds holding

Funds holding: 158155 (-3)

2.08% less ownership

Funds ownership: 98.3%96.22% (-2.1%)

37% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 70

Holders
155
Holders Change
-3
Holders Change %
-1.9%
% of All Funds
3.54%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
23
Increased
44
Reduced
70
Closed
25
Calls
$4.33M
Puts
$4.61M
Net Calls
-$278K
Net Calls Change
+$917K
Name Holding Trade Value Shares
Change
Change in
Stake
Mackenzie Financial
51
Mackenzie Financial
Ontario, Canada
$4.22M
SGAM
52
Smith Group Asset Management
Texas
$3.95M +$137K +3,080 +4%
N
53
Nuveen
North Carolina
$3.63M -$675K -15,199 -19%
CEP
54
Chicago Equity Partners
Illinois
$3.53M -$1.79M -40,380 -39%
Deutsche Bank
55
Deutsche Bank
Germany
$3.45M -$1.42M -31,918 -34%
Ohio Public Employees Retirement System (OPERS)
56
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.34M +$387K +8,720 +17%
RJA
57
Raymond James & Associates
Florida
$3.33M +$1.28M +28,888 +90%
SG Americas Securities
58
SG Americas Securities
New York
$3.29M +$2.67M +60,191 New
MWNA
59
Marshall Wace North America
New York
$3.28M -$228K -5,142 -8%
GCP
60
GSA Capital Partners
United Kingdom
$3.18M -$1.53M -34,399 -37%
SIM
61
Spark Investment Management
New York
$3.08M +$1.72M +38,800 +223%
GC
62
Globeflex Capital
California
$3.02M +$40K +900 +2%
California Public Employees Retirement System
63
California Public Employees Retirement System
California
$2.98M -$79.3K -1,784 -3%
MAP
64
Moody Aldrich Partners
Massachusetts
$2.85M -$624K -14,042 -21%
Victory Capital Management
65
Victory Capital Management
Texas
$2.65M
EAM
66
Eagle Asset Management
Florida
$2.63M
QI
67
QS Investors
New York
$2.55M
PPA
68
Parametric Portfolio Associates
Washington
$2.48M -$582K -13,089 -22%
CCM
69
Cadence Capital Management
Massachusetts
$2.46M +$333K +7,493 +20%
Los Angeles Capital Management
70
Los Angeles Capital Management
California
$2.35M -$126K -2,830 -6%
EGM
71
Engineers Gate Manager
New York
$2.21M +$1.13M +25,535 +171%
EGI
72
EAM Global Investors
California
$2.02M
LCG
73
Lisanti Capital Growth
New York
$1.97M -$578K -13,015 -27%
Connor, Clark & Lunn Investment Management (CC&L)
74
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.95M +$618K +13,900 +64%
Neuberger Berman Group
75
Neuberger Berman Group
New York
$1.94M -$8.89K -200 -0.6%

MBUU Hedge Fund Activity: Q3 2018 in Review

155 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q3 2018, worth a combined $1.09B — up 28% from $846M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of MBUU and 23 opened new positions — a net loss of 2 holders — while 70 trimmed existing stakes and 44 added.

The largest buyer was Marshall Wace, opening a new position worth an estimated $19.4M. The largest seller was VOYA Investment Management, cutting an estimated $14.8M.

  • 155 institutional investors held Malibu Boats (MBUU) as of Q3 2018, down from 158 in Q2 2018.
  • Funds reported $1.09B of Malibu Boats stock for Q3 2018, up 28% quarter-over-quarter.
  • 23 funds opened new Malibu Boats positions in Q3 2018 and 25 closed out, a net change of -2 holders.
  • The largest Malibu Boats buyer in Q3 2018 was Marshall Wace, an estimated $19.4M added.
  • The largest Malibu Boats seller in Q3 2018 was VOYA Investment Management, an estimated $14.8M sold.

Based on aggregated 13F filings for Q3 2018.