Malibu Boats
MBUU
122 hedge funds and large institutions have $473M invested in Malibu Boats in 2017 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 42 increasing their positions, 45 reducing their positions, and 16 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
56% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 16
19% more capital invested
Capital invested by funds: $397M → $473M (+$76.5M)
8% more funds holding
Funds holding: 113 → 122 (+9)
2.86% more ownership
Funds ownership: 99.15% → 102.01% (+2.9%)
7% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 45
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
+$9.64M |
| 2 |
BlackRock
New York
|
+$5.05M |
| 3 |
BA
Boston Advisors
Boston,
Massachusetts
|
+$4.89M |
| 4 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$4.58M |
| 5 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$2.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ICOM
Investment Counselors of Maryland
Baltimore,
Maryland
|
-$6.25M |
| 2 |
JP Morgan Chase
New York
|
-$3.58M |
| 3 |
CAM
Cortina Asset Management
Milwaukee,
Wisconsin
|
-$3.1M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.64M |
| 5 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$2.52M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CS
126
Credit Suisse
Zurich,
Switzerland
| – | -$404K | -18,032 | Closed |
|
|
CSS
127
Cubist Systematic Strategies
Stamford,
Connecticut
| – | -$382K | -17,034 | Closed |
|
128
Cerity Partners
New York
| – | -$339K | -15,104 | Closed |
|
|
WVP
129
Worth Venture Partners
Fort Lee,
New Jersey
| – | -$309K | -13,758 | Closed |
|
|
BFM
130
Boothbay Fund Management
New York
| – | -$243K | -10,841 | Closed |
|
131
Walleye Trading
New York
| – | -$220 | -9,800 | Closed |
|
|
HCM
132
Highbridge Capital Management
New York
| – | -$215K | -9,536 | Closed |
|
133
Simplex Trading
Chicago,
Illinois
| – | -$19.6K | -832 | Closed |
|
|
CG
134
Cutler Group
San Francisco,
California
| – | -$7K | -338 | Closed |
|
|
BIG
135
Bellwether Investment Group
Chattanooga,
Tennessee
| – | -$4K | -200 | Closed |
|
|
MA
136
MUFG Americas
New York
| – | -$4K | -192 | Closed |
|
|
MAM
137
Meeder Asset Management
Dublin,
Ohio
| – | -$4K | -185 | Closed |
|
|
PA
138
Parallel Advisors
San Francisco,
California
| – | +$307 | +13 | New |
|
MBUU Hedge Fund Activity: Q2 2017 in Review
122 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q2 2017, worth a combined $473M — up 19% from $397M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new MBUU positions and 16 closed out — a net gain of 9 holders — while 42 added to existing stakes and 45 trimmed.
The largest buyer was Hood River Capital Management, opening a new position worth an estimated $9.64M. The largest seller was Investment Counselors of Maryland, cutting an estimated $6.25M.
- 122 institutional investors held Malibu Boats (MBUU) as of Q2 2017, up from 113 in Q1 2017.
- Funds reported $473M of Malibu Boats stock for Q2 2017, up 19% quarter-over-quarter.
- 25 funds opened new Malibu Boats positions in Q2 2017 and 16 closed out, a net change of +9 holders.
- The largest Malibu Boats buyer in Q2 2017 was Hood River Capital Management, an estimated $9.64M added.
- The largest Malibu Boats seller in Q2 2017 was Investment Counselors of Maryland, an estimated $6.25M sold.
Based on aggregated 13F filings for Q2 2017.