Malibu Boats
MBUU
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.
56% more call options, than puts
Call options by funds: $1.24M | Put options by funds: $793K
42% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 19
5% more funds holding
Funds holding: 132 → 139 (+7)
1.19% more ownership
Funds ownership: 100.53% → 101.72% (+1.2%)
4% less capital invested
Capital invested by funds: $645M → $617M (-$28.7M)
16% less repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 55
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
+$21.6M |
| 2 |
HAM
Hillcrest Asset Management
Plano,
Texas
|
+$10.1M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
+$7.11M |
| 4 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
+$6.01M |
| 5 |
TAM
THB Asset Management
Norwalk,
Connecticut
|
+$3.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$10.7M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$9.54M |
| 3 |
SIM
Spark Investment Management
New York
|
-$7.97M |
| 4 |
CAM
Cortina Asset Management
Milwaukee,
Wisconsin
|
-$6.42M |
| 5 |
BlackRock
New York
|
-$4.99M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EMG
151
Ellington Management Group
Old Greenwich,
Connecticut
| – | -$212K | -6,700 | Closed |
|
|
BCM
152
BlueCrest Capital Management
St Helier,
Jersey
| – | -$202K | -6,369 | Closed |
|
153
Cerity Partners
New York
| – | -$201K | -6,347 | Closed |
|
|
QT
154
Quantbot Technologies
New York
| – | -$37K | -1,174 | Closed |
|
|
SPIA
155
Steward Partners Investment Advisory
New York
| – | -$12K | -400 | Closed |
|
|
RA
156
Royce & Associates
New York
| – | -$8K | -246 | Closed |
|
157
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$4K | -128 | Closed |
|
|
CCMW
158
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
| – | +$305 | +10 | New |
|
MBUU Hedge Fund Activity: Q4 2017 in Review
139 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q4 2017, worth a combined $617M — down 4.4% from $645M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new MBUU positions and 19 closed out — a net gain of 8 holders — while 46 added to existing stakes and 55 trimmed.
The largest buyer was Lazard Asset Management, adding an estimated $21.6M. The largest seller was JP Morgan Chase, cutting an estimated $10.7M.
- 139 institutional investors held Malibu Boats (MBUU) as of Q4 2017, up from 132 in Q3 2017.
- Funds reported $617M of Malibu Boats stock for Q4 2017, down 4.4% quarter-over-quarter.
- 27 funds opened new Malibu Boats positions in Q4 2017 and 19 closed out, a net change of +8 holders.
- The largest Malibu Boats buyer in Q4 2017 was Lazard Asset Management, an estimated $21.6M added.
- The largest Malibu Boats seller in Q4 2017 was JP Morgan Chase, an estimated $10.7M sold.
Based on aggregated 13F filings for Q4 2017.