Malibu Boats
MBUU
149 hedge funds and large institutions have $830M invested in Malibu Boats in 2019 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 40 increasing their positions, 62 reducing their positions, and 24 closing their positions.
37% more capital invested
Capital invested by funds: $607M → $830M (+$223M)
25% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 24
3% more funds holding
Funds holding: 145 → 149 (+4)
2.5% more ownership
Funds ownership: 96.52% → 99.02% (+2.5%)
35% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 62
92% less call options, than puts
Call options by funds: $610K | Put options by funds: $7.38M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
TimesSquare Capital Management
New York
|
+$20M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$13.2M |
| 3 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
+$10M |
| 4 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$9.64M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$5.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
-$10.3M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
-$7.19M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$6.38M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$5.77M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$5.12M |
MBUU Hedge Fund Activity: Q4 2019 in Review
149 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q4 2019, worth a combined $830M — up 37% from $607M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new MBUU positions and 24 closed out — a net gain of 6 holders — while 40 added to existing stakes and 62 trimmed.
The largest buyer was TimesSquare Capital Management, opening a new position worth an estimated $20M. The largest seller was Hood River Capital Management, exiting entirely with an estimated $10.3M sold.
- 149 institutional investors held Malibu Boats (MBUU) as of Q4 2019, up from 145 in Q3 2019.
- Funds reported $830M of Malibu Boats stock for Q4 2019, up 37% quarter-over-quarter.
- 30 funds opened new Malibu Boats positions in Q4 2019 and 24 closed out, a net change of +6 holders.
- The largest Malibu Boats buyer in Q4 2019 was TimesSquare Capital Management, an estimated $20M added.
- The largest Malibu Boats seller in Q4 2019 was Hood River Capital Management, an estimated $10.3M sold.
Based on aggregated 13F filings for Q4 2019.