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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
Federated Hermes
151
Federated Hermes
Pennsylvania
$1K -$12.6K -284 -94%
FGAM
152
Financial Gravity Asset Management
Texas
$1K
CCMW
153
Cypress Capital Management (Wyoming)
Wyoming
$1K +$444 +10 New
MAM
154
Meeder Asset Management
Ohio
$1K +$1.07K +24 New
PI
155
Putnam Investments
Massachusetts
-$4.79M -114,240 Closed
LCM
156
Landscape Capital Management
New Jersey
-$1.8M -43,007 Closed
First Trust Advisors
157
First Trust Advisors
Illinois
-$1.73M -41,171 Closed
SWP
158
Stratos Wealth Partners
Ohio
-$552K -13,168 Closed
DTL
159
Dynamic Technology Lab
Singapore
-$512K -12,191 Closed
PP
160
Paloma Partners
Connecticut
-$443K -10,560 Closed
PCM
161
Piermont Capital Management
Missouri
-$441K -10,520 Closed
HSBC Holdings
162
HSBC Holdings
United Kingdom
-$413K -9,875 Closed
II
163
Ibex Investors
Colorado
-$395K -9,408 Closed
CCIA
164
Campbell & Co Investment Adviser
Maryland
-$344K -8,200 Closed
CS
165
Credit Suisse
Switzerland
-$265K -6,320 Closed
SCA
166
Secor Capital Advisors
New York
-$236K -5,617 Closed
Balyasny Asset Management
167
Balyasny Asset Management
Illinois
-$223K -5,321 Closed
Envestnet Asset Management
168
Envestnet Asset Management
Illinois
-$143K -3,393 Closed
GT
169
Glenmede Trust
Pennsylvania
-$115K -2,745 Closed
OIA
170
OneDigital Investment Advisors
Kansas
-$58K -1,385 Closed
Simplex Trading
171
Simplex Trading
Illinois
-$45.9K -1,034 Closed
PCM
172
Prelude Capital Management
New York
-$35K -832 Closed
AF
173
Arrow Financial
New York
-$17K -400 Closed
PIA
174
Piedmont Investment Advisors
North Carolina
-$15K -355 Closed
PG
175
Patten Group
Tennessee
-$6K -150 Closed

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.