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Malibu Boats
MBUU

Overview Fund Activity

88 hedge funds and large institutions have $276M invested in Malibu Boats in 2015 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 32 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
-13
Holders Change %
-12.87%
% of All Funds
2.31%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
36
Reduced
32
Closed
22
Calls
$10K
Puts
$300K
Net Calls
-$290K
Net Calls Change
-$21K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$17.5M
2
AAM
ACK Asset Management
Connecticut
$3.79M
3
Macquarie Group
Macquarie Group
Australia
$11.2M
4
American Century Companies
American Century Companies
Missouri
$11.9M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$22.3M

Top Sellers

1
ZDA
Zweig-DiMenna Associates
New York
$0
2
Federated Hermes
Federated Hermes
Pennsylvania
$982K
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
4
WSA
Wall Street Associates
California
$0
5
WA
Wasatch Advisors
Utah
$753K
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$32.4M +$758K +46,316 +2%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$22.3M +$2.35M +143,653 +12%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$17.5M +$5.67M +346,470 +48%
American Century Companies
4
American Century Companies
Missouri
$11.9M +$3.23M +197,502 +37%
Macquarie Group
5
Macquarie Group
Australia
$11.2M +$3.66M +223,409 +49%
Wells Fargo
6
Wells Fargo
California
$11M +$1.9M +115,823 +21%
PAIM
7
Punch & Associates Investment Management
Minnesota
$9.43M +$372K +22,740 +4%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$8.33M -$33.9K -2,071 -0.4%
Vanguard Group
9
Vanguard Group
Pennsylvania
$8.31M +$297K +18,125 +4%
BFA
10
BlackRock Fund Advisors
California
$7.92M +$337K +20,561 +4%
CAM
11
Cortina Asset Management
Wisconsin
$7.5M +$778K +47,498 +12%
PCM
12
Penn Capital Management
Pennsylvania
$7.26M -$38.6K -2,357 -0.5%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$7.14M +$7.5K +458 +0.1%
SAM
14
Scopus Asset Management
New York
$6.63M – – –
GPGA
15
Grandeur Peak Global Advisors
Utah
$6.19M +$476K +29,100 +8%
EMFAT
16
Emerald Mutual Fund Advisers Trust
Pennsylvania
$6.11M +$1.15M +69,950 +23%
ECP
17
Elk Creek Partners
Colorado
$6.07M +$673K +41,108 +12%
State Street
18
State Street
Massachusetts
$5.96M +$113K +6,876 +2%
EA
19
Emerald Advisers
Pennsylvania
$5.92M +$1.16M +70,915 +24%
AII
20
AGF Investments Inc
Ontario, Canada
$5.88M -$105K -6,408 -2%
ICOM
21
Investment Counselors of Maryland
Maryland
$5.21M +$90K +5,500 +2%
RA
22
Royce & Associates
New York
$4.93M – – –
BIT
23
BlackRock Institutional Trust
California
$4.69M +$426K +26,015 +10%
Ameriprise
24
Ameriprise
Minnesota
$4.43M +$398K +24,340 +10%
GGHC
25
Gilder Gagnon Howe & Co
New York
$3.9M -$1.56M -95,517 -29%
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