Malibu Boats
MBUU
145 hedge funds and large institutions have $607M invested in Malibu Boats in 2019 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 56 increasing their positions, 45 reducing their positions, and 46 closing their positions.
24% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 45
3.14% less ownership
Funds ownership: 99.66% → 96.52% (-3.1%)
13% less funds holding
Funds holding: 166 → 145 (-21)
25% less capital invested
Capital invested by funds: $806M → $607M (-$199M)
41% less call options, than puts
Call options by funds: $715K | Put options by funds: $1.2M
43% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 46
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$9.53M |
| 2 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$5.14M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$5.01M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$4.88M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$4.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$17.1M |
| 2 |
Millennium Management
New York
|
-$14.4M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$10M |
| 4 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
-$8.92M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$6.41M |
MBUU Hedge Fund Activity: Q3 2019 in Review
145 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q3 2019, worth a combined $607M — down 25% from $806M a quarter earlier.
Sellers outnumbered buyers: 46 funds closed out of MBUU and 26 opened new positions — a net loss of 20 holders — while 45 trimmed existing stakes and 56 added.
The largest buyer was Waddell & Reed Financial, adding an estimated $9.53M. The largest seller was Loomis, Sayles & Company, exiting entirely with an estimated $17.1M sold.
- 145 institutional investors held Malibu Boats (MBUU) as of Q3 2019, down from 166 in Q2 2019.
- Funds reported $607M of Malibu Boats stock for Q3 2019, down 25% quarter-over-quarter.
- 26 funds opened new Malibu Boats positions in Q3 2019 and 46 closed out, a net change of -20 holders.
- The largest Malibu Boats buyer in Q3 2019 was Waddell & Reed Financial, an estimated $9.53M added.
- The largest Malibu Boats seller in Q3 2019 was Loomis, Sayles & Company, an estimated $17.1M sold.
Based on aggregated 13F filings for Q3 2019.