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Malibu Boats
MBUU

Overview Fund Activity

92 hedge funds and large institutions have $273M invested in Malibu Boats in 2016 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 27 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+4
Holders Change %
+4.55%
% of All Funds
2.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
36
Reduced
27
Closed
15
Calls
$52K
Puts
$34K
Net Calls
+$18K
Net Calls Change
+$308K

Top Buyers

1
BGIM
Brandywine Global Investment Management
Pennsylvania
+$2.76M
2
NC
Northpointe Capital
Michigan
+$2.26M
3
AAM
ACK Asset Management
Connecticut
+$1.64M
4
Macquarie Group
Macquarie Group
Australia
+$1.63M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.46M

Top Sellers

1
AII
AGF Investments Inc
Ontario, Canada
-$5.88M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$3.11M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.12M
4
CAM
Cortina Asset Management
Wisconsin
-$2.1M
5
SAM
Scopus Asset Management
New York
-$1.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
76
Morgan Stanley
New York
$109K +$80.2K +4,887 +279%
SEI Investments
77
SEI Investments
Pennsylvania
$72K -$6.74K -408 -9%
AIM
78
Acrospire Investment Management
Illinois
$67K +$67K +4,104 New
Deutsche Bank
79
Deutsche Bank
Germany
$56K -$14.5K -906 -21%
US Bancorp
80
US Bancorp
Minnesota
$38K – – –
Envestnet Asset Management
81
Envestnet Asset Management
Illinois
$38K +$9.05K +559 +31%
UBS Group
82
UBS Group
Switzerland
$27K +$23.8K +1,468 +734%
TRCT
83
Tower Research Capital (TRC)
New York
$24K +$20.7K +1,268 +634%
BlackRock
84
BlackRock
New York
$23K +$15.3K +930 +200%
LTFS
85
Ladenburg Thalmann Financial Services
Florida
$23K +$23K +1,400 New
CG
86
Cutler Group
California
$17K -$9.51K -595 -36%
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$14K +$14K +855 New
Legal & General Group
88
Legal & General Group
United Kingdom
$13K +$13K +822 New
IA
89
IFP Advisors
Florida
$2K +$2K +60 New
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$2K +$2K +148 New
Geode Capital Management
91
Geode Capital Management
Massachusetts
$1.93K +$248 +15,098 +15%
AII
92
AGF Investments Inc
Ontario, Canada
– -$5.88M -358,792 Closed
CFP
93
Cornerstone Financial Partners
North Carolina
– -$1.27M -77,257 Closed
Federated Hermes
94
Federated Hermes
Pennsylvania
– -$982K -60,000 Closed
KCM
95
Kornitzer Capital Management
Kansas
– -$900K -55,000 Closed
WA
96
Wasatch Advisors
Utah
– -$753K -46,000 Closed
Two Sigma Investments
97
Two Sigma Investments
New York
– -$585K -35,727 Closed
SCM
98
Springhouse Capital Management
Connecticut
– -$540K -32,965 Closed
Balyasny Asset Management
99
Balyasny Asset Management
Illinois
– -$435K -26,560 Closed
AQR Capital Management
100
AQR Capital Management
Connecticut
– -$409K -24,967 Closed
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