Malibu Boats
MBUU
86 hedge funds and large institutions have $360M invested in Malibu Boats in 2015 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 30 reducing their positions, and 7 closing their positions.
3,500% more call options, than puts
Call options by funds: $72K | Put options by funds: $2K
143% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 7
23% more capital invested
Capital invested by funds: $292M → $360M (+$67.4M)
13% more funds holding
Funds holding: 76 → 86 (+10)
10% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 30
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GPGA
Grandeur Peak Global Advisors
Salt Lake City,
Utah
|
+$5.02M |
| 2 |
RA
Royce & Associates
New York
|
+$2.92M |
| 3 |
PCM
Penn Capital Management
Philadelphia,
Pennsylvania
|
+$2.82M |
| 4 |
JP Morgan Chase
New York
|
+$2.38M |
| 5 |
ICOM
Investment Counselors of Maryland
Baltimore,
Maryland
|
+$2.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$3.51M |
| 2 |
NIMC
Nierenberg Investment Management Company
Camas,
Washington
|
-$3.01M |
| 3 |
GGHC
Gilder Gagnon Howe & Co
New York
|
-$2.19M |
| 4 |
ZDA
Zweig-DiMenna Associates
New York
|
-$2.18M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$2.08M |
MBUU Hedge Fund Activity: Q1 2015 in Review
86 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q1 2015, worth a combined $360M — up 23% from $292M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new MBUU positions and 7 closed out — a net gain of 10 holders — while 33 added to existing stakes and 30 trimmed.
The largest buyer was Grandeur Peak Global Advisors, opening a new position worth an estimated $5.02M. The largest seller was Putnam Investments, exiting entirely with an estimated $3.51M sold.
- 86 institutional investors held Malibu Boats (MBUU) as of Q1 2015, up from 76 in Q4 2014.
- Funds reported $360M of Malibu Boats stock for Q1 2015, up 23% quarter-over-quarter.
- 17 funds opened new Malibu Boats positions in Q1 2015 and 7 closed out, a net change of +10 holders.
- The largest Malibu Boats buyer in Q1 2015 was Grandeur Peak Global Advisors, an estimated $5.02M added.
- The largest Malibu Boats seller in Q1 2015 was Putnam Investments, an estimated $3.51M sold.
Based on aggregated 13F filings for Q1 2015.