Malibu Boats
MBUU
76 hedge funds and large institutions have $292M invested in Malibu Boats in 2014 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 24 reducing their positions, and 12 closing their positions.
1,050% more call options, than puts
Call options by funds: $23K | Put options by funds: $2K
38% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 24
8% more capital invested
Capital invested by funds: $271M → $292M (+$21.6M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 12
5% less funds holding
Funds holding: 80 → 76 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$7.8M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$4.13M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.77M |
| 4 |
Bank of New York Mellon
New York
|
+$2.84M |
| 5 |
RA
Royce & Associates
New York
|
+$2.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$4.85M |
| 2 |
BCMNY
Buckingham Capital Management (New York)
New York
|
-$3.95M |
| 3 |
ZDA
Zweig-DiMenna Associates
New York
|
-$3.64M |
| 4 |
TG
TCW Group
Los Angeles,
California
|
-$2.91M |
| 5 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$2.62M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCMNY
76
Buckingham Capital Management (New York)
New York
| – | -$3.95M | -213,271 | Closed |
|
|
TG
77
TCW Group
Los Angeles,
California
| – | -$2.91M | -156,985 | Closed |
|
|
DCM
78
Driehaus Capital Management
Chicago,
Illinois
| – | -$2.62M | -141,258 | Closed |
|
|
LCG
79
Lisanti Capital Growth
New York
| – | -$1.45M | -78,100 | Closed |
|
80
Jane Street
New York
| – | -$858K | -46,333 | Closed |
|
|
COPPSERS
81
Commonwealth of Pennsylvania Public School Employees Retirement System
Harrisburg,
Pennsylvania
| – | -$461K | -24,915 | Closed |
|
|
TC
82
TFS Capital
West Chester,
Pennsylvania
| – | -$295K | -15,944 | Closed |
|
|
CS
83
Credit Suisse
Zurich,
Switzerland
| – | -$219K | -11,849 | Closed |
|
84
Asset Management One
Tokyo,
Japan
| – | -$132K | -7,140 | Closed |
|
85
BNP Paribas Financial Markets
Paris,
France
| – | -$5.56K | -300 | Closed |
|
86
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$1.43K | -79 | -94% |
|
87
Bank of America
Charlotte,
North Carolina
| – | -$1K | -77 | Closed |
|
88
Canada Life
Winnipeg,
Manitoba, Canada
| – | -$1K | -30 | Closed |
|
MBUU Hedge Fund Activity: Q4 2014 in Review
76 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q4 2014, worth a combined $292M — up 8% from $271M a quarter earlier.
Fund positioning in MBUU was balanced in Q4 2014: 12 funds opened new positions, 12 closed out, 33 added to existing stakes and 24 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $7.8M. The largest seller was Federated Hermes, cutting an estimated $4.85M.
- 76 institutional investors held Malibu Boats (MBUU) as of Q4 2014, down from 80 in Q3 2014.
- Funds reported $292M of Malibu Boats stock for Q4 2014, up 8% quarter-over-quarter.
- 12 funds opened new Malibu Boats positions in Q4 2014 and 12 closed out, a net change of 0 holders.
- The largest Malibu Boats buyer in Q4 2014 was JP Morgan Chase, an estimated $7.8M added.
- The largest Malibu Boats seller in Q4 2014 was Federated Hermes, an estimated $4.85M sold.
Based on aggregated 13F filings for Q4 2014.