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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
MCM
126
McKinley Capital Management
Alaska
$211K -$15K -337 -8%
USAA
127
United Services Automobile Association
Texas
$205K +$166K +3,744 New
CWM
128
Cornerstone Wealth Management
Missouri
$200K -$97.7K -2,198 -25%
Brown Advisory
129
Brown Advisory
Maryland
$200K -$87K -1,957 -35%
LS
130
Livforsakringsbolaget Skandia
Sweden
$197K +$160K +3,600 New
SEI Investments
131
SEI Investments
Pennsylvania
$184K -$1.23M -27,643 -89%
Legal & General Group
132
Legal & General Group
United Kingdom
$171K +$6.71K +151 +5%
FMT
133
First Mercantile Trust
Tennessee
$134K -$33.1K -745 -23%
GPGA
134
Grandeur Peak Global Advisors
Utah
$120K -$86.7K -1,950 -47%
New York State Teachers Retirement System (NYSTRS)
135
New York State Teachers Retirement System (NYSTRS)
New York
$98K
MYIA
136
Mount Yale Investment Advisors
Colorado
$98K +$6.71K +151 +8%
AIP
137
Ameritas Investment Partners
Nebraska
$95K
QT
138
Quantbot Technologies
New York
$84K -$24K -540 -26%
HIM
139
Hillsdale Investment Management
Ontario, Canada
$77K +$62.2K +1,400 New
PNC Financial Services Group
140
PNC Financial Services Group
Pennsylvania
$44K +$35.5K +800 New
Parallax Volatility Advisers
141
Parallax Volatility Advisers
California
$42K -$21.7K -488 -39%
State of Tennessee, Department of Treasury
142
State of Tennessee, Department of Treasury
Tennessee
$40K +$32.1K +722 New
BNP Paribas Financial Markets
143
BNP Paribas Financial Markets
France
$38.7K -$2.22K -50 -7%
US Bancorp
144
US Bancorp
Minnesota
$37K -$11.6K -260 -28%
AIS
145
AlphaOne Investment Services
Pennsylvania
$29K +$3.69K +83 +19%
DWA
146
Dorsey Wright & Associates
California
$22K +$17.8K +400 New
AG
147
Advisor Group
Arizona
$7K -$489 -11 -8%
PMFA
148
Plante Moran Financial Advisors
Michigan
$6K
LTFS
149
Ladenburg Thalmann Financial Services
Florida
$5K +$4.44K +100 New
IA
150
IFP Advisors
Florida
$3K

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.