Malibu Boats
MBUU
167 hedge funds and large institutions have $1.05B invested in Malibu Boats in 2020 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 39 increasing their positions, 77 reducing their positions, and 22 closing their positions.
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
73% more capital invested
Capital invested by funds: $605M → $1.05B (+$441M)
55% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 22
7% more funds holding
Funds holding: 156 → 167 (+11)
4.13% less ownership
Funds ownership: 102.12% → 97.99% (-4.1%)
15% less call options, than puts
Call options by funds: $1.8M | Put options by funds: $2.13M
49% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 77
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$22.1M |
| 2 |
Goldman Sachs
New York
|
+$13.1M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$9.95M |
| 4 |
LSV Asset Management
Chicago,
Illinois
|
+$7.52M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
+$5.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NPIC
Neumeier Poma Investment Counsel
Carmel,
California
|
-$19M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$13.1M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$11.1M |
| 4 |
TCM
TimesSquare Capital Management
New York
|
-$7.83M |
| 5 |
Renaissance Technologies
New York
|
-$7.39M |
MBUU Hedge Fund Activity: Q2 2020 in Review
167 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q2 2020, worth a combined $1.05B — up 73% from $605M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new MBUU positions and 22 closed out — a net gain of 12 holders — while 39 added to existing stakes and 77 trimmed.
The largest buyer was Massachusetts Financial Services, opening a new position worth an estimated $22.1M. The largest seller was Neumeier Poma Investment Counsel, cutting an estimated $19M.
- 167 institutional investors held Malibu Boats (MBUU) as of Q2 2020, up from 156 in Q1 2020.
- Funds reported $1.05B of Malibu Boats stock for Q2 2020, up 73% quarter-over-quarter.
- 34 funds opened new Malibu Boats positions in Q2 2020 and 22 closed out, a net change of +12 holders.
- The largest Malibu Boats buyer in Q2 2020 was Massachusetts Financial Services, an estimated $22.1M added.
- The largest Malibu Boats seller in Q2 2020 was Neumeier Poma Investment Counsel, an estimated $19M sold.
Based on aggregated 13F filings for Q2 2020.