We are live on ! Find out more
MBUU icon

Malibu Boats

166 hedge funds and large institutions have $806M invested in Malibu Boats in 2019 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 74 increasing their positions, 47 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 47

0.15% more ownership

Funds ownership: 99.51%99.66% (+0.15%)

2% less capital invested

Capital invested by funds: $821M → $806M (-$14.2M)

4% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 27

3% less funds holding

Funds holding: 172166 (-6)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

78% less call options, than puts

Call options by funds: $210K | Put options by funds: $951K

Holders
166
Holders Change
-6
Holders Change %
-3.49%
% of All Funds
3.61%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
26
Increased
74
Reduced
47
Closed
27
Calls
$210K
Puts
$951K
Net Calls
-$741K
Net Calls Change
-$186K
Name Holding Trade Value Shares
Change
Change in
Stake
Los Angeles Capital Management
51
Los Angeles Capital Management
California
$2.38M +$983K +24,760 +68%
Squarepoint
52
Squarepoint
New York
$2.33M +$1.63M +40,936 +216%
CCMG
53
Clark Capital Management Group
Pennsylvania
$2.32M +$745K +18,762 +46%
3C
54
361 Capital
Colorado
$2.25M -$163K -4,097 -7%
Morgan Stanley
55
Morgan Stanley
New York
$2.23M -$1.37M -34,487 -38%
WRF
56
Waddell & Reed Financial
Kansas
$2.15M +$2.19M +55,207 New
CGM
57
Centenus Global Management
New York
$2.14M +$2.18M +55,000 New
Barclays
58
Barclays
United Kingdom
$2.02M +$741K +18,655 +56%
GC
59
Globeflex Capital
California
$1.96M -$675 -17 -0%
BA
60
Boston Advisors
Massachusetts
$1.88M -$7.39K -186 -0.4%
CCM
61
Cadence Capital Management
Massachusetts
$1.86M -$63.6K -1,601 -3%
California Public Employees Retirement System
62
California Public Employees Retirement System
California
$1.82M -$248K -6,243 -12%
QI
63
QS Investors
New York
$1.77M -$43.2K -1,087 -2%
Tudor Investment Corp
64
Tudor Investment Corp
Connecticut
$1.72M +$1.42M +35,813 +427%
NA
65
Navellier & Associates
Nevada
$1.67M +$41.1K +1,035 +2%
RIM
66
Ranger Investment Management
Texas
$1.64M -$19.8M -498,415 -92%
MOACM
67
Mutual of America Capital Management
New York
$1.57M +$1.6M +40,400 New
PPA
68
Parametric Portfolio Associates
Washington
$1.52M +$16.6K +418 +1%
Swiss National Bank
69
Swiss National Bank
Switzerland
$1.5M +$1.54M +38,700 New
Neuberger Berman Group
70
Neuberger Berman Group
New York
$1.5M +$96.7K +2,434 +7%
ZIM
71
Zacks Investment Management
Illinois
$1.41M +$437K +11,014 +44%
BPM
72
Bowling Portfolio Management
Ohio
$1.39M +$1.43M +35,883 New
RhumbLine Advisers
73
RhumbLine Advisers
Massachusetts
$1.36M +$262K +6,600 +23%
CEP
74
Chicago Equity Partners
Illinois
$1.29M +$28.6K +720 +2%
New York State Common Retirement Fund
75
New York State Common Retirement Fund
New York
$1.28M +$514K +12,947 +64%

MBUU Hedge Fund Activity: Q2 2019 in Review

166 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q2 2019, worth a combined $806M — down 1.7% from $821M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of MBUU and 26 opened new positions — a net loss of 1 holder — while 47 trimmed existing stakes and 74 added.

The largest buyer was Nuveen, adding an estimated $16.5M. The largest seller was Ranger Investment Management, cutting an estimated $19.8M.

  • 166 institutional investors held Malibu Boats (MBUU) as of Q2 2019, down from 172 in Q1 2019.
  • Funds reported $806M of Malibu Boats stock for Q2 2019, down 1.7% quarter-over-quarter.
  • 26 funds opened new Malibu Boats positions in Q2 2019 and 27 closed out, a net change of -1 holder.
  • The largest Malibu Boats buyer in Q2 2019 was Nuveen, an estimated $16.5M added.
  • The largest Malibu Boats seller in Q2 2019 was Ranger Investment Management, an estimated $19.8M sold.

Based on aggregated 13F filings for Q2 2019.