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Malibu Boats
MBUU

Overview Fund Activity

84 hedge funds and large institutions have $213M 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.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
-8
Holders Change %
-8.7%
% of All Funds
2.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
37
Reduced
30
Closed
16
Calls
$75K
Puts
$180K
Net Calls
-$105K
Net Calls Change
-$123K

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
$25.3M
2
BGIM
Brandywine Global Investment Management
Pennsylvania
$7.69M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$16.6M
4
SC
Skylands Capital
Wisconsin
$1.44M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$2.04M

Top Sellers

1
ECP
Elk Creek Partners
Colorado
$0
2
AAM
ACK Asset Management
Connecticut
$0
3
NC
Northpointe Capital
Michigan
$0
4
Fidelity Investments
Fidelity Investments
Massachusetts
$4.83M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$2.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
Macquarie Group
1
Macquarie Group
Australia
$25.3M +$15.8M +1,310,490 +167%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$21.8M +$152K +12,585 +0.7%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$18.2M +$776K +64,228 +4%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$16.6M +$2.63M +217,651 +19%
American Century Companies
5
American Century Companies
Missouri
$8.52M +$800K +66,223 +10%
BGIM
6
Brandywine Global Investment Management
Pennsylvania
$7.69M +$5.65M +467,665 +278%
Vanguard Group
7
Vanguard Group
Pennsylvania
$7.42M +$398K +32,919 +6%
PAIM
8
Punch & Associates Investment Management
Minnesota
$7.25M +$7.16K +593 +0.1%
Wells Fargo
9
Wells Fargo
California
$7.22M -$515K -42,669 -7%
BFA
10
BlackRock Fund Advisors
California
$5.67M +$83.8K +6,939 +2%
PCM
11
Penn Capital Management
Pennsylvania
$5.27M -$1.53K -127 -0%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$4.83M -$2.19M -181,201 -31%
State Street
13
State Street
Massachusetts
$4.16M -$271K -22,380 -6%
Ameriprise
14
Ameriprise
Minnesota
$4.09M +$527K +43,646 +15%
GPGA
15
Grandeur Peak Global Advisors
Utah
$3.92M -$311K -25,729 -7%
EMFAT
16
Emerald Mutual Fund Advisers Trust
Pennsylvania
$3.88M -$627K -51,910 -14%
ICOM
17
Investment Counselors of Maryland
Maryland
$3.85M – – –
SAM
18
Scopus Asset Management
New York
$3.75M – – –
RA
19
Royce & Associates
New York
$3.64M – – –
CAM
20
Cortina Asset Management
Wisconsin
$3.56M -$425K -35,160 -11%
EA
21
Emerald Advisers
Pennsylvania
$3.53M -$884K -73,156 -20%
EA
22
Emerald Acquisition
Washington
$3.5M +$3.5M +289,407 New
BIT
23
BlackRock Institutional Trust
California
$3.38M -$96.4K -7,982 -3%
ACH
24
ArrowMark Colorado Holdings
Colorado
$3.37M +$940K +77,841 +39%
Northern Trust
25
Northern Trust
Illinois
$2.95M -$31.6K -2,615 -1%
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