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Malibu Boats

166 hedge funds and large institutions have $806M invested in Malibu Boats in 2019 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 74 increasing their positions, 47 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 47

0.15% more ownership

Funds ownership: 99.51%99.66% (+0.15%)

2% less capital invested

Capital invested by funds: $821M → $806M (-$14.2M)

4% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 27

3% less funds holding

Funds holding: 172166 (-6)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

78% less call options, than puts

Call options by funds: $210K | Put options by funds: $951K

Holders
166
Holders Change
-6
Holders Change %
-3.49%
% of All Funds
3.61%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
26
Increased
74
Reduced
47
Closed
27
Calls
$210K
Puts
$951K
Net Calls
-$741K
Net Calls Change
-$186K
Name Holding Trade Value Shares
Change
Change in
Stake
FHB
126
First Hawaiian Bank
Hawaii
$287K +$80.6K +2,030 +38%
QCM
127
Quantinno Capital Management
New York
$279K +$285K +7,180 New
MLICM
128
Metropolitan Life Insurance Company (MetLife)
New York
$271K
EMFAT
129
Emerald Mutual Fund Advisers Trust
Pennsylvania
$256K -$397 -10 -0.2%
OLA
130
Oliver Luxxe Assets
New Jersey
$232K +$234K +5,880 New
AIS
131
AlphaOne Investment Services
Pennsylvania
$230K +$199K +5,008 +539%
BC
132
Brinker Capital
Pennsylvania
$228K +$10.8K +273 +5%
State Board of Administration of Florida Retirement System
133
State Board of Administration of Florida Retirement System
Florida
$224K +$229K +5,759 New
T. Rowe Price Associates
134
T. Rowe Price Associates
Maryland
$209K +$1.67K +42 +0.8%
WCA
135
Westover Capital Advisors
Delaware
$204K +$208K +5,247 New
Legal & General Group
136
Legal & General Group
United Kingdom
$161K +$27.8K +700 +20%
CAM
137
ClariVest Asset Management
California
$124K
BNP Paribas Financial Markets
138
BNP Paribas Financial Markets
France
$106K -$76K -1,913 -41%
Canada Life
139
Canada Life
Manitoba, Canada
$90K +$92K +2,317 New
FMT
140
First Mercantile Trust
Tennessee
$76K -$2.19K -55 -3%
New York State Teachers Retirement System (NYSTRS)
141
New York State Teachers Retirement System (NYSTRS)
New York
$70K
Zurich Cantonal Bank
142
Zurich Cantonal Bank
Switzerland
$68K +$69.5K +1,751 New
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
$67K -$141K -3,545 -67%
AIP
144
Ameritas Investment Partners
Nebraska
$67K
US Bancorp
145
US Bancorp
Minnesota
$47K +$993 +25 +2%
Simplex Trading
146
Simplex Trading
Illinois
$37K +$38.6K +972 New
AG
147
Aperio Group
California
$36K +$37.1K +933 New
AG
148
Advisor Group
Arizona
$33K +$18K +452 +111%
PNC Financial Services Group
149
PNC Financial Services Group
Pennsylvania
$32K -$41.5K -1,044 -57%
MAM
150
Meeder Asset Management
Ohio
$31K +$6.47K +163 +26%

MBUU Hedge Fund Activity: Q2 2019 in Review

166 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q2 2019, worth a combined $806M — down 1.7% from $821M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of MBUU and 26 opened new positions — a net loss of 1 holder — while 47 trimmed existing stakes and 74 added.

The largest buyer was Nuveen, adding an estimated $16.5M. The largest seller was Ranger Investment Management, cutting an estimated $19.8M.

  • 166 institutional investors held Malibu Boats (MBUU) as of Q2 2019, down from 172 in Q1 2019.
  • Funds reported $806M of Malibu Boats stock for Q2 2019, down 1.7% quarter-over-quarter.
  • 26 funds opened new Malibu Boats positions in Q2 2019 and 27 closed out, a net change of -1 holder.
  • The largest Malibu Boats buyer in Q2 2019 was Nuveen, an estimated $16.5M added.
  • The largest Malibu Boats seller in Q2 2019 was Ranger Investment Management, an estimated $19.8M sold.

Based on aggregated 13F filings for Q2 2019.