Malibu Boats
MBUU
80 hedge funds and large institutions have $271M invested in Malibu Boats in 2014 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 36 increasing their positions, 18 reducing their positions, and 6 closing their positions.
250% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 6
100% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 18
25% more capital invested
Capital invested by funds: $217M → $271M (+$53.3M)
23% more funds holding
Funds holding: 65 → 80 (+15)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GGHC
Gilder Gagnon Howe & Co
New York
|
+$14.6M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$14.2M |
| 3 |
Westfield Capital Management
Boston,
Massachusetts
|
+$9.81M |
| 4 |
CAM
Cortina Asset Management
Milwaukee,
Wisconsin
|
+$6.93M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$5.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCA
Canyon Capital Advisors
Dallas,
Texas
|
-$23.6M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$3.8M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.87M |
| 4 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$1.53M |
| 5 |
WSA
Wall Street Associates
Lajolla,
California
|
-$608K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $1K | -$98.3K | -4,980 | -98% |
|
77
Bank of America
Charlotte,
North Carolina
| $1K | -$55.3K | -2,803 | -97% |
|
78
Canada Life
Winnipeg,
Manitoba, Canada
| $1K | – | – | – |
|
|
GSC
79
Ground Swell Capital
Folly Beach,
South Carolina
| $1K | +$711 | +36 | New |
|
80
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $109 | +$116K | +5,884 | New |
|
|
PAM
81
Panagora Asset Management
Boston,
Massachusetts
| – | -$1.53M | -76,016 | Closed |
|
|
KJHP
82
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| – | -$503K | -25,000 | Closed |
|
|
SAM
83
Solaris Asset Management
New York
| – | -$18K | -900 | Closed |
|
|
VFA
84
Virtus Fund Advisers
Hartford,
Connecticut
| – | -$12K | -610 | Closed |
|
|
MAA
85
Managed Account Advisors
Jersey City,
New Jersey
| – | -$5K | -259 | Closed |
|
86
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$4K | -200 | Closed |
|
MBUU Hedge Fund Activity: Q3 2014 in Review
80 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q3 2014, worth a combined $271M — up 25% from $217M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new MBUU positions and 6 closed out — a net gain of 15 holders — while 36 added to existing stakes and 18 trimmed.
The largest buyer was Gilder Gagnon Howe & Co, adding an estimated $14.6M. The largest seller was Canyon Capital Advisors, cutting an estimated $23.6M.
- 80 institutional investors held Malibu Boats (MBUU) as of Q3 2014, up from 65 in Q2 2014.
- Funds reported $271M of Malibu Boats stock for Q3 2014, up 25% quarter-over-quarter.
- 21 funds opened new Malibu Boats positions in Q3 2014 and 6 closed out, a net change of +15 holders.
- The largest Malibu Boats buyer in Q3 2014 was Gilder Gagnon Howe & Co, an estimated $14.6M added.
- The largest Malibu Boats seller in Q3 2014 was Canyon Capital Advisors, an estimated $23.6M sold.
Based on aggregated 13F filings for Q3 2014.