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Malibu Boats

155 hedge funds and large institutions have $1.09B invested in Malibu Boats in 2018 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 44 increasing their positions, 70 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

28% more capital invested

Capital invested by funds: $846M → $1.09B (+$240M)

6% less call options, than puts

Call options by funds: $4.33M | Put options by funds: $4.61M

8% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 25

2% less funds holding

Funds holding: 158155 (-3)

2.08% less ownership

Funds ownership: 98.3%96.22% (-2.1%)

37% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 70

Holders
155
Holders Change
-3
Holders Change %
-1.9%
% of All Funds
3.54%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
23
Increased
44
Reduced
70
Closed
25
Calls
$4.33M
Puts
$4.61M
Net Calls
-$278K
Net Calls Change
+$917K
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
76
Ativo Capital Management
Illinois
$1.86M +$622 +14 +0%
3C
77
361 Capital
Colorado
$1.81M -$475K -10,679 -24%
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$1.71M -$2.18K -49 -0.2%
UBS AM
79
UBS AM
Illinois
$1.59M -$85.8K -1,930 -6%
CCA
80
Catalyst Capital Advisors
New York
$1.47M +$151K +3,400 +14%
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$1.43M +$1.16M +26,161 New
ZIM
82
Zacks Investment Management
Illinois
$1.36M +$1.11M +24,954 New
New York State Common Retirement Fund
83
New York State Common Retirement Fund
New York
$1.3M -$274K -6,160 -21%
AQR Capital Management
84
AQR Capital Management
Connecticut
$1.19M +$405K +9,112 +73%
AllianceBernstein
85
AllianceBernstein
Tennessee
$1.14M
SRAM
86
Stone Ridge Asset Management
New York
$1.13M
Russell Investments Group
87
Russell Investments Group
United Kingdom
$1.08M -$141K -3,180 -14%
NA
88
Navellier & Associates
Nevada
$1.08M -$1.07K -24 -0.1%
GAM
89
Gotham Asset Management
New York
$1.03M -$656K -14,755 -44%
PAM
90
Panagora Asset Management
Massachusetts
$999K +$811K +18,251 New
Squarepoint
91
Squarepoint
New York
$965K +$48.3K +1,087 +7%
RhumbLine Advisers
92
RhumbLine Advisers
Massachusetts
$963K -$69.9K -1,573 -8%
Tudor Investment Corp
93
Tudor Investment Corp
Connecticut
$926K -$96.6K -2,173 -11%
Barclays
94
Barclays
United Kingdom
$768K +$293K +6,583 +88%
AIG
95
American International Group
New York
$743K +$10.9K +246 +2%
Manulife (Manufacturers Life Insurance)
96
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$739K -$101K -2,272 -14%
CSS
97
Cubist Systematic Strategies
Connecticut
$726K +$590K +13,273 New
RJFSA
98
Raymond James Financial Services Advisors
Florida
$690K +$332K +7,475 +146%
Principal Financial Group
99
Principal Financial Group
Iowa
$660K +$189K +4,263 +55%
PVH
100
Psagot Value Holdings
Israel
$657K

MBUU Hedge Fund Activity: Q3 2018 in Review

155 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q3 2018, worth a combined $1.09B — up 28% from $846M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of MBUU and 23 opened new positions — a net loss of 2 holders — while 70 trimmed existing stakes and 44 added.

The largest buyer was Marshall Wace, opening a new position worth an estimated $19.4M. The largest seller was VOYA Investment Management, cutting an estimated $14.8M.

  • 155 institutional investors held Malibu Boats (MBUU) as of Q3 2018, down from 158 in Q2 2018.
  • Funds reported $1.09B of Malibu Boats stock for Q3 2018, up 28% quarter-over-quarter.
  • 23 funds opened new Malibu Boats positions in Q3 2018 and 25 closed out, a net change of -2 holders.
  • The largest Malibu Boats buyer in Q3 2018 was Marshall Wace, an estimated $19.4M added.
  • The largest Malibu Boats seller in Q3 2018 was VOYA Investment Management, an estimated $14.8M sold.

Based on aggregated 13F filings for Q3 2018.