Malibu Boats
MBUU
154 hedge funds and large institutions have $722M invested in Malibu Boats in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 64 increasing their positions, 55 reducing their positions, and 23 closing their positions.
16% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 55
3.38% more ownership
Funds ownership: 96.19% → 99.57% (+3.4%)
4% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 23
0% more funds holding
Funds holding: 154 → 154 (0)
28% less call options, than puts
Call options by funds: $737K | Put options by funds: $1.02M
34% less capital invested
Capital invested by funds: $1.09B → $722M (-$364M)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NPIC
Neumeier Poma Investment Counsel
Carmel,
California
|
+$18.5M |
| 2 |
Renaissance Technologies
New York
|
+$12M |
| 3 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$9.94M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$8.46M |
| 5 |
Lazard Asset Management
New York
|
+$7.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$8M |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$7.66M |
| 3 |
RIM
Ranger Investment Management
Dallas,
Texas
|
-$7.46M |
| 4 |
EI
EAM Investors
Solana Beach,
California
|
-$4.55M |
| 5 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$4.22M |
MBUU Hedge Fund Activity: Q4 2018 in Review
154 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q4 2018, worth a combined $722M — down 34% from $1.09B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new MBUU positions and 23 closed out — a net gain of 1 holder — while 64 added to existing stakes and 55 trimmed.
The largest buyer was Neumeier Poma Investment Counsel, opening a new position worth an estimated $18.5M. The largest seller was Royal Bank of Canada, cutting an estimated $8M.
- 154 institutional investors held Malibu Boats (MBUU) as of Q4 2018, unchanged from Q3 2018.
- Funds reported $722M of Malibu Boats stock for Q4 2018, down 34% quarter-over-quarter.
- 24 funds opened new Malibu Boats positions in Q4 2018 and 23 closed out, a net change of +1 holder.
- The largest Malibu Boats buyer in Q4 2018 was Neumeier Poma Investment Counsel, an estimated $18.5M added.
- The largest Malibu Boats seller in Q4 2018 was Royal Bank of Canada, an estimated $8M sold.
Based on aggregated 13F filings for Q4 2018.