We are live on ! Find out more
MBUU icon

Malibu Boats

155 hedge funds and large institutions have $1.09B invested in Malibu Boats in 2018 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 44 increasing their positions, 70 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

28% more capital invested

Capital invested by funds: $846M → $1.09B (+$240M)

6% less call options, than puts

Call options by funds: $4.33M | Put options by funds: $4.61M

8% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 25

2% less funds holding

Funds holding: 158155 (-3)

2.08% less ownership

Funds ownership: 98.3%96.22% (-2.1%)

37% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 70

Holders
155
Holders Change
-3
Holders Change %
-1.9%
% of All Funds
3.54%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
23
Increased
44
Reduced
70
Closed
25
Calls
$4.33M
Puts
$4.61M
Net Calls
-$278K
Net Calls Change
+$917K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$86.8M +$2.61M +58,781 +4%
Macquarie Group
2
Macquarie Group
Australia
$65.6M -$3.62M -81,408 -6%
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$57.4M +$14M +315,714 +43%
Lazard Asset Management
4
Lazard Asset Management
New York
$54.9M +$4.07M +91,700 +10%
Vanguard Group
5
Vanguard Group
Pennsylvania
$51.8M -$1.89M -42,457 -4%
Renaissance Technologies
6
Renaissance Technologies
New York
$44.1M +$6.96M +156,700 +24%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$44M -$4.08M -91,812 -10%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$43.9M +$1.13M +25,322 +3%
JP Morgan Chase
9
JP Morgan Chase
New York
$39.5M +$252K +5,665 +0.8%
RIM
10
Ranger Investment Management
Texas
$29.9M -$6.96M -156,538 -22%
DCM
11
Driehaus Capital Management
Illinois
$28.9M -$1.82M -41,008 -7%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$24.7M -$12.3M -276,325 -38%
HRCM
13
Hood River Capital Management
Florida
$24.6M -$1.26M -28,286 -6%
Marshall Wace
14
Marshall Wace
United Kingdom
$23.9M +$19.4M +437,385 New
State Street
15
State Street
Massachusetts
$23.8M +$330K +7,430 +2%
PAIM
16
Punch & Associates Investment Management
Minnesota
$23.2M -$565K -12,725 -3%
ACH
17
ArrowMark Colorado Holdings
Colorado
$21.7M -$1.96M -44,143 -10%
American Century Companies
18
American Century Companies
Missouri
$16.8M -$7.47M -167,998 -35%
Northern Trust
19
Northern Trust
Illinois
$15M -$49.2K -1,108 -0.4%
CB
20
Cooke & Bieler
Pennsylvania
$14.8M -$1.58M -35,630 -12%
Stifel Financial
21
Stifel Financial
Missouri
$12.8M -$2.92M -65,609 -22%
Two Sigma Investments
22
Two Sigma Investments
New York
$12.3M +$5.22M +117,457 +109%
Wells Fargo
23
Wells Fargo
California
$12.2M -$741K -16,683 -7%
Loomis, Sayles & Company
24
Loomis, Sayles & Company
Massachusetts
$11.8M +$9.57M +215,336 New
Geode Capital Management
25
Geode Capital Management
Massachusetts
$11.6M +$686K +15,430 +8%

MBUU Hedge Fund Activity: Q3 2018 in Review

155 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q3 2018, worth a combined $1.09B — up 28% from $846M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of MBUU and 23 opened new positions — a net loss of 2 holders — while 70 trimmed existing stakes and 44 added.

The largest buyer was Marshall Wace, opening a new position worth an estimated $19.4M. The largest seller was VOYA Investment Management, cutting an estimated $14.8M.

  • 155 institutional investors held Malibu Boats (MBUU) as of Q3 2018, down from 158 in Q2 2018.
  • Funds reported $1.09B of Malibu Boats stock for Q3 2018, up 28% quarter-over-quarter.
  • 23 funds opened new Malibu Boats positions in Q3 2018 and 25 closed out, a net change of -2 holders.
  • The largest Malibu Boats buyer in Q3 2018 was Marshall Wace, an estimated $19.4M added.
  • The largest Malibu Boats seller in Q3 2018 was VOYA Investment Management, an estimated $14.8M sold.

Based on aggregated 13F filings for Q3 2018.