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Malibu Boats
MBUU

Overview Fund Activity

92 hedge funds and large institutions have $273M invested in Malibu Boats in 2016 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 27 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+4
Holders Change %
+4.55%
% of All Funds
2.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
36
Reduced
27
Closed
15
Calls
$52K
Puts
$34K
Net Calls
+$18K
Net Calls Change
+$308K

Top Buyers

1
BGIM
Brandywine Global Investment Management
Pennsylvania
+$2.76M
2
NC
Northpointe Capital
Michigan
+$2.26M
3
AAM
ACK Asset Management
Connecticut
+$1.64M
4
Macquarie Group
Macquarie Group
Australia
+$1.63M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.46M

Top Sellers

1
AII
AGF Investments Inc
Ontario, Canada
-$5.88M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$3.11M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.12M
4
CAM
Cortina Asset Management
Wisconsin
-$2.1M
5
SAM
Scopus Asset Management
New York
-$1.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$29.4M -$3.11M -189,710 -10%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$23.7M +$1.28M +77,797 +6%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$19M +$1.46M +88,800 +8%
Macquarie Group
4
Macquarie Group
Australia
$12.8M +$1.63M +99,523 +15%
Wells Fargo
5
Wells Fargo
California
$10.5M -$473K -28,836 -4%
American Century Companies
6
American Century Companies
Missouri
$10.5M -$1.4M -85,457 -12%
PAIM
7
Punch & Associates Investment Management
Minnesota
$9.83M +$382K +23,295 +4%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$9.54M +$1.19M +72,371 +14%
Vanguard Group
9
Vanguard Group
Pennsylvania
$9.53M +$1.2M +73,166 +14%
BFA
10
BlackRock Fund Advisors
California
$7.59M -$344K -20,998 -4%
PCM
11
Penn Capital Management
Pennsylvania
$7.15M -$126K -7,675 -2%
ECP
12
Elk Creek Partners
Colorado
$6.22M +$142K +8,632 +2%
EMFAT
13
Emerald Mutual Fund Advisers Trust
Pennsylvania
$6.12M – – –
State Street
14
State Street
Massachusetts
$6.01M +$42.5K +2,592 +0.7%
EA
15
Emerald Advisers
Pennsylvania
$5.99M +$56.4K +3,440 +1%
GPGA
16
Grandeur Peak Global Advisors
Utah
$5.75M -$450K -27,454 -7%
AAM
17
ACK Asset Management
Connecticut
$5.44M +$1.64M +99,722 +43%
CAM
18
Cortina Asset Management
Wisconsin
$5.42M -$2.1M -128,214 -28%
ICOM
19
Investment Counselors of Maryland
Maryland
$5.22M – – –
SAM
20
Scopus Asset Management
New York
$5.08M -$1.56M -95,000 -23%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$5.03M -$2.12M -129,098 -30%
RFC
22
Russell Frank Company
Washington
$4.95M +$1.27M +77,748 +35%
RA
23
Royce & Associates
New York
$4.94M – – –
Ameriprise
24
Ameriprise
Minnesota
$4.83M +$396K +24,160 +9%
BIT
25
BlackRock Institutional Trust
California
$4.72M +$24.2K +1,477 +0.5%
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