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Malibu Boats

166 hedge funds and large institutions have $806M invested in Malibu Boats in 2019 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 74 increasing their positions, 47 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 47

0.15% more ownership

Funds ownership: 99.51%99.66% (+0.15%)

2% less capital invested

Capital invested by funds: $821M → $806M (-$14.2M)

4% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 27

3% less funds holding

Funds holding: 172166 (-6)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

78% less call options, than puts

Call options by funds: $210K | Put options by funds: $951K

Holders
166
Holders Change
-6
Holders Change %
-3.49%
% of All Funds
3.61%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
26
Increased
74
Reduced
47
Closed
27
Calls
$210K
Puts
$951K
Net Calls
-$741K
Net Calls Change
-$186K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$66.5M +$4.62M +116,219 +7%
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$51.8M +$5.6M +141,107 +12%
Macquarie Group
3
Macquarie Group
Australia
$47.6M -$162K -4,082 -0.3%
Renaissance Technologies
4
Renaissance Technologies
New York
$42.5M -$163K -4,100 -0.4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$41.4M +$761K +19,150 +2%
Lazard Asset Management
6
Lazard Asset Management
New York
$37.4M -$3.16M -79,600 -8%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$32.2M +$225K +5,675 +0.7%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$25.6M +$1.42M +35,643 +6%
NPIC
9
Neumeier Poma Investment Counsel
California
$25.3M +$699K +17,600 +3%
Millennium Management
10
Millennium Management
New York
$23.8M +$5.98M +150,531 +33%
N
11
Nuveen
North Carolina
$17.7M +$16.5M +416,639 +1,065%
JP Morgan Chase
12
JP Morgan Chase
New York
$17.4M -$3.45M -86,917 -16%
State Street
13
State Street
Massachusetts
$17.1M +$1.41M +35,578 +9%
Loomis, Sayles & Company
14
Loomis, Sayles & Company
Massachusetts
$17.1M +$526K +13,243 +3%
PAIM
15
Punch & Associates Investment Management
Minnesota
$16.9M +$203K +5,100 +1%
CB
16
Cooke & Bieler
Pennsylvania
$16.2M +$541K +13,630 +3%
ACH
17
ArrowMark Colorado Holdings
Colorado
$13.2M +$44K +1,107 +0.3%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$13.1M -$3.33M -83,775 -20%
HAM
19
Hillcrest Asset Management
Texas
$11M +$68.7K +1,730 +0.6%
SC
20
Shellback Capital
Massachusetts
$10.6M +$7.19M +180,977 +197%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$10.5M +$666K +16,776 +7%
HRCM
22
Hood River Capital Management
Florida
$10.1M +$379K +9,534 +4%
Stifel Financial
23
Stifel Financial
Missouri
$10M -$4.04M -101,650 -28%
Northern Trust
24
Northern Trust
Illinois
$9.96M +$204K +5,142 +2%
Charles Schwab
25
Charles Schwab
California
$9.49M +$3.38M +85,093 +53%

MBUU Hedge Fund Activity: Q2 2019 in Review

166 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q2 2019, worth a combined $806M — down 1.7% from $821M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of MBUU and 26 opened new positions — a net loss of 1 holder — while 47 trimmed existing stakes and 74 added.

The largest buyer was Nuveen, adding an estimated $16.5M. The largest seller was Ranger Investment Management, cutting an estimated $19.8M.

  • 166 institutional investors held Malibu Boats (MBUU) as of Q2 2019, down from 172 in Q1 2019.
  • Funds reported $806M of Malibu Boats stock for Q2 2019, down 1.7% quarter-over-quarter.
  • 26 funds opened new Malibu Boats positions in Q2 2019 and 27 closed out, a net change of -1 holder.
  • The largest Malibu Boats buyer in Q2 2019 was Nuveen, an estimated $16.5M added.
  • The largest Malibu Boats seller in Q2 2019 was Ranger Investment Management, an estimated $19.8M sold.

Based on aggregated 13F filings for Q2 2019.