Malibu Boats
MBUU
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.
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: 94 → 99 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$10.4M |
| 2 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
+$4.05M |
| 3 |
MCM
McKinley Capital Management
Anchorage,
Alaska
|
+$3.24M |
| 4 |
Renaissance Technologies
New York
|
+$2.39M |
| 5 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$2.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$4.45M |
| 2 |
EA
Emerald Advisers
Leola,
Pennsylvania
|
-$3.72M |
| 3 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
-$3.34M |
| 4 |
GGHC
Gilder Gagnon Howe & Co
New York
|
-$2.85M |
| 5 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$2.65M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EMFAT
101
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
| – | -$3.34M | -224,419 | Closed |
|
|
GGHC
102
Gilder Gagnon Howe & Co
New York
| – | -$2.85M | -191,207 | Closed |
|
|
RA
103
Royce & Associates
New York
| – | -$1.84M | -123,500 | Closed |
|
|
SC
104
Skylands Capital
Milwaukee,
Wisconsin
| – | -$1.68M | -112,984 | Closed |
|
|
DTL
105
Dynamic Technology Lab
Singapore
| – | -$511K | -34,344 | Closed |
|
|
HCM
106
Highbridge Capital Management
New York
| – | -$460K | -30,849 | Closed |
|
|
HHC
107
Hutchin Hill Capital
New York
| – | -$234K | -15,700 | Closed |
|
108
Tudor Investment Corp
Stamford,
Connecticut
| – | -$211K | -14,138 | Closed |
|
|
LCM
109
Landscape Capital Management
Englewood,
New Jersey
| – | -$203K | -13,592 | Closed |
|
|
PAM
110
Panagora Asset Management
Boston,
Massachusetts
| – | -$121K | -8,122 | Closed |
|
|
CCMH
111
Cornerstone Capital Management Holdings
New York
| – | -$77K | -5,200 | Closed |
|
|
LTFS
112
Ladenburg Thalmann Financial Services
Miami,
Florida
| – | -$21K | -1,400 | 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.