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Malibu Boats

122 hedge funds and large institutions have $473M invested in Malibu Boats in 2017 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 42 increasing their positions, 45 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

19% more capital invested

Capital invested by funds: $397M → $473M (+$76.5M)

8% more funds holding

Funds holding: 113122 (+9)

2.86% more ownership

Funds ownership: 99.15%102.01% (+2.9%)

7% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 45

Holders
122
Holders Change
+9
Holders Change %
+7.96%
% of All Funds
3.04%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
25
Increased
42
Reduced
45
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$45.1M -$3.58M -151,966 -8%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$35.4M -$320K -13,552 -1%
BlackRock
3
BlackRock
New York
$33.6M +$5.05M +214,324 +20%
Macquarie Group
4
Macquarie Group
Australia
$32.3M -$562K -23,836 -2%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$28.7M -$1.62M -68,860 -6%
Vanguard Group
6
Vanguard Group
Pennsylvania
$23.1M +$2.03M +86,128 +11%
Lord, Abbett & Co
7
Lord, Abbett & Co
New Jersey
$22.6M +$383K +16,256 +2%
ACH
8
ArrowMark Colorado Holdings
Colorado
$15.6M -$2.52M -106,810 -15%
PAIM
9
Punch & Associates Investment Management
Minnesota
$14.5M -$5.78K -245 -0%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$12.5M +$2.53M +107,413 +29%
American Century Companies
11
American Century Companies
Missouri
$12.1M +$16.9K +717 +0.2%
HRCM
12
Hood River Capital Management
Florida
$10.6M +$9.64M +408,642 New
State Street
13
State Street
Massachusetts
$10.4M +$243K +10,308 +3%
CB
14
Cooke & Bieler
Pennsylvania
$8.46M -$371K -15,740 -5%
DCM
15
Driehaus Capital Management
Illinois
$7.76M +$2.65M +112,442 +60%
Renaissance Technologies
16
Renaissance Technologies
New York
$7.52M +$432K +18,300 +7%
Northern Trust
17
Northern Trust
Illinois
$6.78M +$182K +7,735 +3%
BA
18
Boston Advisors
Massachusetts
$5.36M +$4.89M +207,225 New
CAM
19
Cortina Asset Management
Wisconsin
$5.29M -$3.1M -131,261 -39%
AL
20
AJO LP
Pennsylvania
$5.03M +$4.58M +194,225 New
MCM
21
McKinley Capital Management
Alaska
$4.97M -$4.74K -201 -0.1%
NC
22
NBW Capital
Massachusetts
$4.95M -$44.3K -1,877 -1%
AG
23
Algert Global
California
$4.85M -$22.6K -960 -0.5%
Prudential Financial
24
Prudential Financial
New Jersey
$4.38M +$121K +5,140 +3%
Millennium Management
25
Millennium Management
New York
$4.26M +$644K +27,313 +20%

MBUU Hedge Fund Activity: Q2 2017 in Review

122 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q2 2017, worth a combined $473M — up 19% from $397M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new MBUU positions and 16 closed out — a net gain of 9 holders — while 42 added to existing stakes and 45 trimmed.

The largest buyer was Hood River Capital Management, opening a new position worth an estimated $9.64M. The largest seller was Investment Counselors of Maryland, cutting an estimated $6.25M.

  • 122 institutional investors held Malibu Boats (MBUU) as of Q2 2017, up from 113 in Q1 2017.
  • Funds reported $473M of Malibu Boats stock for Q2 2017, up 19% quarter-over-quarter.
  • 25 funds opened new Malibu Boats positions in Q2 2017 and 16 closed out, a net change of +9 holders.
  • The largest Malibu Boats buyer in Q2 2017 was Hood River Capital Management, an estimated $9.64M added.
  • The largest Malibu Boats seller in Q2 2017 was Investment Counselors of Maryland, an estimated $6.25M sold.

Based on aggregated 13F filings for Q2 2017.