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Malibu Boats

99 hedge funds and large institutions have $323M invested in Malibu Boats in 2016 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 45 increasing their positions, 31 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

95.74% more ownership

Funds ownership: 0%95.74% (+96%)

45% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 31

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

32% more capital invested

Capital invested by funds: $245M → $323M (+$78.5M)

5% more funds holding

Funds holding: 9499 (+5)

Holders
99
Holders Change
+5
Holders Change %
+5.32%
% of All Funds
2.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
45
Reduced
31
Closed
14
Calls
$19K
Puts
Net Calls
+$19K
Net Calls Change
+$27K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$35.7M +$676K +40,117 +2%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$28.2M +$557K +33,077 +2%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$26.6M -$570K -33,843 -2%
Macquarie Group
4
Macquarie Group
Australia
$21.5M +$1.32M +78,352 +7%
Vanguard Group
5
Vanguard Group
Pennsylvania
$12.6M +$202K +12,010 +2%
ACH
6
ArrowMark Colorado Holdings
Colorado
$12M +$2.09M +124,109 +25%
Lord, Abbett & Co
7
Lord, Abbett & Co
New Jersey
$11.8M +$10.4M +616,422 New
BFA
8
BlackRock Fund Advisors
California
$11.1M +$1.34M +79,601 +16%
PAIM
9
Punch & Associates Investment Management
Minnesota
$10.7M -$686K -40,756 -7%
BGIM
10
Brandywine Global Investment Management
Pennsylvania
$9.02M -$2.65M -157,451 -25%
State Street
11
State Street
Massachusetts
$7.03M +$278K +16,495 +5%
PCM
12
Penn Capital Management
Pennsylvania
$6.97M -$1.17M -69,237 -16%
American Century Companies
13
American Century Companies
Missouri
$6.94M -$4.45M -264,448 -42%
BIT
14
BlackRock Institutional Trust
California
$6.63M +$1.03M +61,200 +21%
SAM
15
Scopus Asset Management
New York
$5.55M -$325K -19,303 -6%
Ameriprise
16
Ameriprise
Minnesota
$5.45M -$625K -37,133 -11%
ICOM
17
Investment Counselors of Maryland
Maryland
$5.35M
CAM
18
Cortina Asset Management
Wisconsin
$5.25M -$188K -11,176 -4%
Renaissance Technologies
19
Renaissance Technologies
New York
$5.14M +$2.39M +141,976 +111%
Northern Trust
20
Northern Trust
Illinois
$4.83M +$113K +6,712 +3%
CB
21
Cooke & Bieler
Pennsylvania
$4.79M +$4.05M +240,278 +2,288%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$4.6M +$1.01M +60,220 +33%
GPGA
23
Grandeur Peak Global Advisors
Utah
$4.25M -$1.72M -102,150 -31%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$3.91M -$2M -118,903 -37%
MCM
25
McKinley Capital Management
Alaska
$3.67M +$3.24M +192,130 New

MBUU Hedge Fund Activity: Q4 2016 in Review

99 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q4 2016, worth a combined $323M — up 32% from $245M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new MBUU positions and 14 closed out — a net gain of 6 holders — while 45 added to existing stakes and 31 trimmed.

The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $10.4M. The largest seller was American Century Companies, cutting an estimated $4.45M.

  • 99 institutional investors held Malibu Boats (MBUU) as of Q4 2016, up from 94 in Q3 2016.
  • Funds reported $323M of Malibu Boats stock for Q4 2016, up 32% quarter-over-quarter.
  • 20 funds opened new Malibu Boats positions in Q4 2016 and 14 closed out, a net change of +6 holders.
  • The largest Malibu Boats buyer in Q4 2016 was Lord, Abbett & Co, an estimated $10.4M added.
  • The largest Malibu Boats seller in Q4 2016 was American Century Companies, an estimated $4.45M sold.

Based on aggregated 13F filings for Q4 2016.