Malibu Boats
MBUU
135 hedge funds and large institutions have $687M invested in Malibu Boats in 2018 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 39 increasing their positions, 55 reducing their positions, and 25 closing their positions.
20% more call options, than puts
Call options by funds: $871K | Put options by funds: $724K
11% more capital invested
Capital invested by funds: $617M → $687M (+$70.5M)
0.77% less ownership
Funds ownership: 101.72% → 100.95% (-0.77%)
3% less funds holding
Funds holding: 139 → 135 (-4)
12% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 25
29% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 55
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIM
Ranger Investment Management
Dallas,
Texas
|
+$10.3M |
| 2 |
VOYA Investment Management
Atlanta,
Georgia
|
+$9.46M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$8.23M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$7.85M |
| 5 |
CCI
Columbus Circle Investors
|
+$7.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$11.5M |
| 2 |
BlackRock
New York
|
-$7.88M |
| 3 |
MCM
McKinley Capital Management
Anchorage,
Alaska
|
-$6.17M |
| 4 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
-$4.61M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$3.99M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PG
151
PEAK6 Group
Chicago,
Illinois
| – | -$350K | -11,759 | Closed |
|
152
Tudor Investment Corp
Stamford,
Connecticut
| – | -$271K | -9,100 | Closed |
|
|
BGIM
153
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
| – | -$262K | -8,800 | Closed |
|
|
TSS
154
Two Sigma Securities
New York
| – | -$236K | -7,954 | Closed |
|
|
FQ
155
First Quadrant
Glendale,
California
| – | -$158K | -5,300 | Closed |
|
|
PAM
156
Panagora Asset Management
Boston,
Massachusetts
| – | -$119K | -4,011 | Closed |
|
|
SWP
157
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$82K | -2,761 | Closed |
|
158
Simplex Trading
Chicago,
Illinois
| – | -$48.8K | -1,500 | Closed |
|
|
GWS
159
Glassman Wealth Services
Vienna,
Virginia
| – | +$293 | +9 | New |
|
MBUU Hedge Fund Activity: Q1 2018 in Review
135 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q1 2018, worth a combined $687M — up 11% from $617M a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of MBUU and 22 opened new positions — a net loss of 3 holders — while 55 trimmed existing stakes and 39 added.
The largest buyer was Ranger Investment Management, adding an estimated $10.3M. The largest seller was Lazard Asset Management, cutting an estimated $11.5M.
- 135 institutional investors held Malibu Boats (MBUU) as of Q1 2018, down from 139 in Q4 2017.
- Funds reported $687M of Malibu Boats stock for Q1 2018, up 11% quarter-over-quarter.
- 22 funds opened new Malibu Boats positions in Q1 2018 and 25 closed out, a net change of -3 holders.
- The largest Malibu Boats buyer in Q1 2018 was Ranger Investment Management, an estimated $10.3M added.
- The largest Malibu Boats seller in Q1 2018 was Lazard Asset Management, an estimated $11.5M sold.
Based on aggregated 13F filings for Q1 2018.