Malibu Boats
MBUU
113 hedge funds and large institutions have $397M invested in Malibu Boats in 2017 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 45 increasing their positions, 36 reducing their positions, and 9 closing their positions.
200% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 9
25% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 36
23% more capital invested
Capital invested by funds: $324M → $397M (+$73.2M)
14% more funds holding
Funds holding: 99 → 113 (+14)
3.41% more ownership
Funds ownership: 95.74% → 99.15% (+3.4%)
35% less call options, than puts
Call options by funds: $130K | Put options by funds: $200K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$21.9M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$4.88M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$4.03M |
| 4 |
NI
Numeric Investors
Boston,
Massachusetts
|
+$3.69M |
| 5 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$3.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Penn Capital Management
Philadelphia,
Pennsylvania
|
-$6.25M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$6.01M |
| 3 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$5.66M |
| 4 |
SAM
Scopus Asset Management
New York
|
-$5.55M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$3.32M |
MBUU Hedge Fund Activity: Q1 2017 in Review
113 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q1 2017, worth a combined $397M — up 23% from $324M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new MBUU positions and 9 closed out — a net gain of 18 holders — while 45 added to existing stakes and 36 trimmed.
The largest buyer was BlackRock, adding an estimated $21.9M. The largest seller was Penn Capital Management, cutting an estimated $6.25M.
- 113 institutional investors held Malibu Boats (MBUU) as of Q1 2017, up from 99 in Q4 2016.
- Funds reported $397M of Malibu Boats stock for Q1 2017, up 23% quarter-over-quarter.
- 27 funds opened new Malibu Boats positions in Q1 2017 and 9 closed out, a net change of +18 holders.
- The largest Malibu Boats buyer in Q1 2017 was BlackRock, an estimated $21.9M added.
- The largest Malibu Boats seller in Q1 2017 was Penn Capital Management, an estimated $6.25M sold.
Based on aggregated 13F filings for Q1 2017.