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Malibu Boats
MBUU

Overview Fund Activity

139 hedge funds and large institutions have $617M invested in Malibu Boats in 2017 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 46 increasing their positions, 55 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+7
Holders Change %
+5.3%
% of All Funds
3.16%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
27
Increased
46
Reduced
55
Closed
19
Calls
$1.24M
Puts
$793K
Net Calls
+$444K
Net Calls Change
+$503K

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
+$21M
2
HAM
Hillcrest Asset Management
Texas
+$10.3M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$6.93M
4
CB
Cooke & Bieler
Pennsylvania
+$5.85M
5
TAM
THB Asset Management
Connecticut
+$3.73M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$10.5M
2
AL
AJO LP
Pennsylvania
-$9.54M
3
SIM
Spark Investment Management
New York
-$7.76M
4
CAM
Cortina Asset Management
Wisconsin
-$6.42M
5
BlackRock
BlackRock
New York
-$4.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
126
Envestnet Asset Management
Illinois
$108K -$11.9K -399 -10%
FMT
127
First Mercantile Trust
Tennessee
$90K -$9.14K -308 -9%
SWP
128
Stratos Wealth Partners
Ohio
$82K +$82K +2,761 New
AIS
129
AlphaOne Investment Services
Pennsylvania
$69K -$13.7K -459 -17%
New York State Teachers Retirement System (NYSTRS)
130
New York State Teachers Retirement System (NYSTRS)
New York
$54K +$6K +200 +13%
AIP
131
Ameritas Investment Partners
Nebraska
$52K +$10.7K +358 +26%
Simplex Trading
132
Simplex Trading
Illinois
$44K +$44K +1,500 New
OIA
133
OneDigital Investment Advisors
Kansas
$41K – – –
US Bancorp
134
US Bancorp
Minnesota
$35K -$3.11K -107 -8%
AF
135
Arrow Financial
New York
$12K – – –
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$2K – – –
IA
137
IFP Advisors
Florida
$1K – – –
FGC
138
Financial Gravity Companies
Texas
$1K +$1K +37 New
AL
139
AJO LP
Pennsylvania
– -$9.54M -301,432 Closed
CAM
140
Cortina Asset Management
Wisconsin
– -$6.42M -202,811 Closed
CCMH
141
Cornerstone Capital Management Holdings
New York
– -$2.2M -69,700 Closed
BIM
142
Bogle Investment Management
Massachusetts
– -$1.46M -46,051 Closed
CIBC Private Wealth Group
143
CIBC Private Wealth Group
Georgia
– -$1.29M -40,850 Closed
Hudson Bay Capital Management
144
Hudson Bay Capital Management
Connecticut
– -$633K -20,000 Closed
CA
145
Cetera Advisors
Colorado
– -$539K -17,000 Closed
NFA
146
Nationwide Fund Advisors
Ohio
– -$356K -11,253 Closed
SCA
147
Secor Capital Advisors
New York
– -$288K -9,109 Closed
CI
148
Cigna Investments
Connecticut
– -$283K -8,941 Closed
Two Sigma Investments
149
Two Sigma Investments
New York
– -$221K -7,000 Closed
HighTower Advisors
150
HighTower Advisors
Illinois
– -$221K -6,980 Closed
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