Malibu Boats
MBUU
132 hedge funds and large institutions have $645M invested in Malibu Boats in 2017 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 44 reducing their positions, and 13 closing their positions.
77% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 13
36% more capital invested
Capital invested by funds: $473M → $645M (+$172M)
18% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 44
8% more funds holding
Funds holding: 122 → 132 (+10)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5% less call options, than puts
Call options by funds: $1.22M | Put options by funds: $1.28M
1.49% less ownership
Funds ownership: 102.01% → 100.53% (-1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
+$22.5M |
| 2 |
BlackRock
New York
|
+$19.9M |
| 3 |
Renaissance Technologies
New York
|
+$9.16M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$6.62M |
| 5 |
SIM
Spark Investment Management
New York
|
+$6.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$13.9M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$12M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$3.88M |
| 4 |
NI
Numeric Investors
Boston,
Massachusetts
|
-$3.61M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$3.36M |
MBUU Hedge Fund Activity: Q3 2017 in Review
132 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q3 2017, worth a combined $645M — up 36% from $473M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new MBUU positions and 13 closed out — a net gain of 10 holders — while 52 added to existing stakes and 44 trimmed.
The largest buyer was Lazard Asset Management, opening a new position worth an estimated $22.5M. The largest seller was JP Morgan Chase, cutting an estimated $13.9M.
- 132 institutional investors held Malibu Boats (MBUU) as of Q3 2017, up from 122 in Q2 2017.
- Funds reported $645M of Malibu Boats stock for Q3 2017, up 36% quarter-over-quarter.
- 23 funds opened new Malibu Boats positions in Q3 2017 and 13 closed out, a net change of +10 holders.
- The largest Malibu Boats buyer in Q3 2017 was Lazard Asset Management, an estimated $22.5M added.
- The largest Malibu Boats seller in Q3 2017 was JP Morgan Chase, an estimated $13.9M sold.
Based on aggregated 13F filings for Q3 2017.