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Malibu Boats

99 hedge funds and large institutions have $323M invested in Malibu Boats in 2016 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 45 increasing their positions, 31 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

95.74% more ownership

Funds ownership: 0%95.74% (+96%)

45% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 31

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

32% more capital invested

Capital invested by funds: $245M → $323M (+$78.5M)

5% more funds holding

Funds holding: 9499 (+5)

Holders
99
Holders Change
+5
Holders Change %
+5.32%
% of All Funds
2.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
45
Reduced
31
Closed
14
Calls
$19K
Puts
Net Calls
+$19K
Net Calls Change
+$27K
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
76
Acrospire Investment Management
Illinois
$218K -$92.8K -5,512 -33%
NFA
77
Nationwide Fund Advisors
Ohio
$215K -$11.6K -686 -6%
BA
78
BlackRock Advisors
Delaware
$205K +$1.63K +97 +0.9%
Barclays
79
Barclays
United Kingdom
$200K +$172K +10,229 +3,831%
AIG
80
American International Group
New York
$198K -$455 -27 -0.3%
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$160K +$147K +8,742 New
FMT
82
First Mercantile Trust
Tennessee
$117K +$1.01K +60 +1%
UBS Group
83
UBS Group
Switzerland
$98K +$75K +4,452 +630%
Walleye Trading
84
Walleye Trading
New York
$88K -$52.2K -3,100 -40%
Legal & General Group
85
Legal & General Group
United Kingdom
$87K +$28.6K +1,698 +59%
Envestnet Asset Management
86
Envestnet Asset Management
Illinois
$76K +$8.5K +505 +14%
BlackRock
87
BlackRock
New York
$41K +$2.73K +162 +8%
New York State Teachers Retirement System (NYSTRS)
88
New York State Teachers Retirement System (NYSTRS)
New York
$31K +$26.9K +1,600 New
BNP Paribas Financial Markets
89
BNP Paribas Financial Markets
France
$18.4K -$6.26K -372 -28%
CG
90
Cutler Group
California
$17K +$9.14K +543 +137%
PCM
91
Prelude Capital Management
New York
$15K -$75.8K -4,500 -85%
BIG
92
Bellwether Investment Group
Tennessee
$8K +$6.74K +400 New
MA
93
MUFG Americas
New York
$5K +$4.68K +278 New
PMFA
94
Plante Moran Financial Advisors
Michigan
$4K +$101 +6 +3%
SPIA
95
Steward Partners Investment Advisory
New York
$3K +$3.37K +200 New
SFS
96
Sowell Financial Services
Arkansas
$2K +$1.18K +70 New
MAM
97
Meeder Asset Management
Ohio
$2K +$1.99K +118 New
TRCT
98
Tower Research Capital (TRC)
New York
$2K +$2.16K +128 New
BFM
99
Boothbay Fund Management
New York
$418 -$41.5K -2,467 -10%
EA
100
Emerald Advisers
Pennsylvania
-$3.72M -249,370 Closed

MBUU Hedge Fund Activity: Q4 2016 in Review

99 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q4 2016, worth a combined $323M — up 32% from $245M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new MBUU positions and 14 closed out — a net gain of 6 holders — while 45 added to existing stakes and 31 trimmed.

The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $10.4M. The largest seller was American Century Companies, cutting an estimated $4.45M.

  • 99 institutional investors held Malibu Boats (MBUU) as of Q4 2016, up from 94 in Q3 2016.
  • Funds reported $323M of Malibu Boats stock for Q4 2016, up 32% quarter-over-quarter.
  • 20 funds opened new Malibu Boats positions in Q4 2016 and 14 closed out, a net change of +6 holders.
  • The largest Malibu Boats buyer in Q4 2016 was Lord, Abbett & Co, an estimated $10.4M added.
  • The largest Malibu Boats seller in Q4 2016 was American Century Companies, an estimated $4.45M sold.

Based on aggregated 13F filings for Q4 2016.