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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
Man Group
101
Man Group
United Kingdom
$607K -$1.89M -42,600 -79%
BCM
102
Bayesian Capital Management
New York
$603K +$236K +5,300 +93%
ARTA
103
A.R.T. Advisors
New York
$574K -$61.9K -1,392 -12%
Fidelity Investments
104
Fidelity Investments
Massachusetts
$564K +$17.8K +400 +4%
CI
105
Cavalier Investments
Georgia
$550K
MC
106
Menta Capital
California
$538K +$437K +9,831 New
AA
107
ALPS Advisors
Colorado
$489K -$194K -4,364 -33%
MIM
108
MetLife Investment Management
New Jersey
$480K
VOYA Investment Management
109
VOYA Investment Management
Georgia
$478K -$14.8M -333,782 -97%
OAM
110
Origin Asset Management
United Kingdom
$412K
Walleye Trading
111
Walleye Trading
New York
$412K +$176K +3,969 +111%
IR
112
Invictus RG
Bermuda
$402K +$326K +7,347 New
AIM
113
Assured Investment Management
New York
$397K -$156K -3,517 -33%
MLICM
114
Metropolitan Life Insurance Company (MetLife)
New York
$381K
UFF
115
USA Financial Formulas
Michigan
$378K -$86.7K -1,952 -18%
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$372K -$26.6K -598 -8%
AIA
117
Affinity Investment Advisors
California
$341K +$34.4K +774 +14%
CANY
118
Caxton Associates (New York)
New York
$319K +$24.9K +560 +11%
Citigroup
119
Citigroup
New York
$307K +$107K +2,401 +75%
OSAM
120
O'Shaughnessy Asset Management
Connecticut
$294K -$258K -5,798 -52%
Nomura Holdings
121
Nomura Holdings
Japan
$293K +$234K +5,273 New
T. Rowe Price Associates
122
T. Rowe Price Associates
Maryland
$286K +$5.42K +122 +2%
FHB
123
First Hawaiian Bank
Hawaii
$235K +$191K +4,290 New
JG
124
Jefferies Group
New York
$221K +$180K +4,041 New
CAM
125
ClariVest Asset Management
California
$215K +$175K +3,929 New

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.