Malibu Boats
MBUU
88 hedge funds and large institutions have $276M invested in Malibu Boats in 2015 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 32 reducing their positions, and 22 closing their positions.
14% more capital invested
Capital invested by funds: $242M → $276M (+$34.8M)
13% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 32
13% less funds holding
Funds holding: 101 → 88 (-13)
55% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 22
97% less call options, than puts
Call options by funds: $10K | Put options by funds: $300K
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$5.22M |
| 2 |
AAM
ACK Asset Management
Greenwich,
Connecticut
|
+$3.49M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$3.37M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$2.98M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZDA
Zweig-DiMenna Associates
New York
|
-$3.9M |
| 2 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$2.32M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$2.28M |
| 4 |
WSA
Wall Street Associates
Lajolla,
California
|
-$1.96M |
| 5 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$1.69M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
UOC
101
UBS O'Connor
Chicago,
Illinois
| – | -$210K | -15,000 | Closed |
|
|
CS
102
Credit Suisse
Zurich,
Switzerland
| – | -$179K | -12,811 | Closed |
|
|
ARTA
103
A.R.T. Advisors
New York
| – | -$155K | -11,126 | Closed |
|
|
GT
104
Glenmede Trust
Philadelphia,
Pennsylvania
| – | -$149K | -10,675 | Closed |
|
|
SCM
105
Stevens Capital Management
Radnor,
Pennsylvania
| – | -$141K | -10,086 | Closed |
|
|
GC
106
Globeflex Capital
San Diego,
California
| – | -$114K | -8,122 | Closed |
|
|
SAM
107
Solaris Asset Management
New York
| – | -$25K | -1,800 | Closed |
|
108
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$7K | -534 | Closed |
|
109
Group One Trading
Chicago,
Illinois
| – | -$7.25K | -481 | Closed |
|
|
TDC
110
Thompson Davis & Co
Richmond,
Virginia
| – | -$3K | -250 | Closed |
|
MBUU Hedge Fund Activity: Q4 2015 in Review
88 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q4 2015, worth a combined $276M — up 14% from $242M a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of MBUU and 10 opened new positions — a net loss of 12 holders — while 32 trimmed existing stakes and 36 added.
The largest buyer was Wellington Management Group, adding an estimated $5.22M. The largest seller was Zweig-DiMenna Associates, exiting entirely with an estimated $3.9M sold.
- 88 institutional investors held Malibu Boats (MBUU) as of Q4 2015, down from 101 in Q3 2015.
- Funds reported $276M of Malibu Boats stock for Q4 2015, up 14% quarter-over-quarter.
- 10 funds opened new Malibu Boats positions in Q4 2015 and 22 closed out, a net change of -12 holders.
- The largest Malibu Boats buyer in Q4 2015 was Wellington Management Group, an estimated $5.22M added.
- The largest Malibu Boats seller in Q4 2015 was Zweig-DiMenna Associates, an estimated $3.9M sold.
Based on aggregated 13F filings for Q4 2015.