Malibu Boats
MBUU
84 hedge funds and large institutions have $200M invested in Malibu Boats in 2016 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 37 increasing their positions, 30 reducing their positions, and 16 closing their positions.
23% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 30
9% less funds holding
Funds holding: 92 → 84 (-8)
27% less capital invested
Capital invested by funds: $275M → $200M (-$74.3M)
44% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 16
58% less call options, than puts
Call options by funds: $75K | Put options by funds: $180K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
+$6.83M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$3.85M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$3.18M |
| 4 |
SC
Skylands Capital
Milwaukee,
Wisconsin
|
+$1.26M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECP
Elk Creek Partners
Denver,
Colorado
|
-$6.22M |
| 2 |
AAM
ACK Asset Management
Greenwich,
Connecticut
|
-$5.44M |
| 3 |
NC
Northpointe Capital
Bloomfield Hills,
Michigan
|
-$4.08M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$2.64M |
| 5 |
Bank of New York Mellon
New York
|
-$1.38M |
MBUU Hedge Fund Activity: Q2 2016 in Review
84 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q2 2016, worth a combined $200M — down 27% from $275M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of MBUU and 9 opened new positions — a net loss of 7 holders — while 30 trimmed existing stakes and 37 added.
The largest buyer was Brandywine Global Investment Management, adding an estimated $6.83M. The largest seller was Elk Creek Partners, exiting entirely with an estimated $6.22M sold.
- 84 institutional investors held Malibu Boats (MBUU) as of Q2 2016, down from 92 in Q1 2016.
- Funds reported $200M of Malibu Boats stock for Q2 2016, down 27% quarter-over-quarter.
- 9 funds opened new Malibu Boats positions in Q2 2016 and 16 closed out, a net change of -7 holders.
- The largest Malibu Boats buyer in Q2 2016 was Brandywine Global Investment Management, an estimated $6.83M added.
- The largest Malibu Boats seller in Q2 2016 was Elk Creek Partners, an estimated $6.22M sold.
Based on aggregated 13F filings for Q2 2016.