Malibu Boats
MBUU
172 hedge funds and large institutions have $821M invested in Malibu Boats in 2019 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 60 increasing their positions, 57 reducing their positions, and 12 closing their positions.
158% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 12
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
14% more capital invested
Capital invested by funds: $719M → $821M (+$102M)
12% more funds holding
Funds holding: 154 → 172 (+18)
5% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 57
0.06% less ownership
Funds ownership: 99.57% → 99.51% (-0.06%)
95% less call options, than puts
Call options by funds: $31K | Put options by funds: $586K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$16M |
| 2 |
NPIC
Neumeier Poma Investment Counsel
Carmel,
California
|
+$8.8M |
| 3 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
+$7.95M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$7.31M |
| 5 |
RIM
Ranger Investment Management
Dallas,
Texas
|
+$6.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
-$8.5M |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$7.26M |
| 3 |
JP Morgan Chase
New York
|
-$6.85M |
| 4 |
Morgan Stanley
New York
|
-$6.78M |
| 5 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$6.48M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
Walleye Trading
New York
| – | -$362K | -10,409 | Closed |
|
|
BIM
177
Bogle Investment Management
Newton Lower Falls,
Massachusetts
| – | -$331K | -9,503 | Closed |
|
|
MC
178
Menta Capital
San Francisco,
California
| – | -$273K | -7,831 | Closed |
|
|
BCM
179
Bayesian Capital Management
Brooklyn,
New York
| – | -$223K | -6,414 | Closed |
|
|
PTC
180
Petrus Trust Company
Dallas,
Texas
| – | -$204K | -5,865 | Closed |
|
|
ECM
181
Element Capital Management
New York
| – | -$204K | -5,860 | Closed |
|
|
PCM
182
Prelude Capital Management
New York
| – | -$13K | -364 | Closed |
|
|
FGAM
183
Financial Gravity Asset Management
Lakeway,
Texas
| – | +$165 | +4 | New |
|
MBUU Hedge Fund Activity: Q1 2019 in Review
172 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q1 2019, worth a combined $821M — up 14% from $719M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new MBUU positions and 12 closed out — a net gain of 19 holders — while 60 added to existing stakes and 57 trimmed.
The largest buyer was Millennium Management, adding an estimated $16M. The largest seller was Hood River Capital Management, cutting an estimated $8.5M.
- 172 institutional investors held Malibu Boats (MBUU) as of Q1 2019, up from 154 in Q4 2018.
- Funds reported $821M of Malibu Boats stock for Q1 2019, up 14% quarter-over-quarter.
- 31 funds opened new Malibu Boats positions in Q1 2019 and 12 closed out, a net change of +19 holders.
- The largest Malibu Boats buyer in Q1 2019 was Millennium Management, an estimated $16M added.
- The largest Malibu Boats seller in Q1 2019 was Hood River Capital Management, an estimated $8.5M sold.
Based on aggregated 13F filings for Q1 2019.