Malibu Boats
MBUU
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.
53% more call options, than puts
Call options by funds: $52K | Put options by funds: $34K
33% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 27
27% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 15
5% more funds holding
Funds holding: 88 → 92 (+4)
1% less capital invested
Capital invested by funds: $276M → $273M (-$3.68M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
+$2.46M |
| 2 |
NC
Northpointe Capital
Bloomfield Hills,
Michigan
|
+$2.01M |
| 3 |
AAM
ACK Asset Management
Greenwich,
Connecticut
|
+$1.46M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$1.45M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$1.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AII
AGF Investments Inc
Toronto,
Ontario, Canada
|
-$5.88M |
| 2 |
JP Morgan Chase
New York
|
-$2.77M |
| 3 |
Bank of New York Mellon
New York
|
-$1.89M |
| 4 |
CAM
Cortina Asset Management
Milwaukee,
Wisconsin
|
-$1.87M |
| 5 |
SAM
Scopus Asset Management
New York
|
-$1.39M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$286K | -17,489 | Closed |
|
|
LCM
102
Landscape Capital Management
Englewood,
New Jersey
| – | -$230K | -14,080 | Closed |
|
103
First Trust Advisors
Wheaton,
Illinois
| – | -$164K | -10,046 | Closed |
|
104
BNP Paribas Financial Markets
Paris,
France
| – | -$57.2K | -3,494 | Closed |
|
|
MA
105
MUFG Americas
New York
| – | -$16K | -980 | Closed |
|
106
Walleye Trading
New York
| – | -$15K | -900 | Closed |
|
|
PVH
107
Psagot Value Holdings
Tel Aviv,
Israel
| – | +$15 | +1 | New |
|
MBUU Hedge Fund Activity: Q1 2016 in Review
92 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q1 2016, worth a combined $273M — down 1.3% from $276M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new MBUU positions and 15 closed out — a net gain of 4 holders — while 36 added to existing stakes and 27 trimmed.
The largest buyer was Brandywine Global Investment Management, opening a new position worth an estimated $2.46M. The largest seller was AGF Investments Inc, exiting entirely with an estimated $5.88M sold.
- 92 institutional investors held Malibu Boats (MBUU) as of Q1 2016, up from 88 in Q4 2015.
- Funds reported $273M of Malibu Boats stock for Q1 2016, down 1.3% quarter-over-quarter.
- 19 funds opened new Malibu Boats positions in Q1 2016 and 15 closed out, a net change of +4 holders.
- The largest Malibu Boats buyer in Q1 2016 was Brandywine Global Investment Management, an estimated $2.46M added.
- The largest Malibu Boats seller in Q1 2016 was AGF Investments Inc, an estimated $5.88M sold.
Based on aggregated 13F filings for Q1 2016.