Malibu Boats
MBUU
180 hedge funds and large institutions have $1,000M invested in Malibu Boats in 2020 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 51 increasing their positions, 74 reducing their positions, and 17 closing their positions.
82% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 17
8% more funds holding
Funds holding: 167 → 180 (+13)
0.18% less ownership
Funds ownership: 97.99% → 97.81% (-0.18%)
4% less capital invested
Capital invested by funds: $1.05B → $1,000M (-$45.8M)
16% less call options, than puts
Call options by funds: $2.52M | Put options by funds: $2.99M
31% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 74
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$30.2M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$17.3M |
| 3 |
FWIA
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
+$8.74M |
| 4 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$8.27M |
| 5 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
+$6.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
-$10.6M |
| 2 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
-$9.94M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$8.9M |
| 4 |
SC
Shellback Capital
Boston,
Massachusetts
|
-$8.61M |
| 5 |
NPIC
Neumeier Poma Investment Counsel
Carmel,
California
|
-$8.07M |
MBUU Hedge Fund Activity: Q3 2020 in Review
180 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q3 2020, worth a combined $1,000M — down 4.4% from $1.05B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new MBUU positions and 17 closed out — a net gain of 14 holders — while 51 added to existing stakes and 74 trimmed.
The largest buyer was Loomis, Sayles & Company, opening a new position worth an estimated $30.2M. The largest seller was Marshall Wace, cutting an estimated $10.6M.
- 180 institutional investors held Malibu Boats (MBUU) as of Q3 2020, up from 167 in Q2 2020.
- Funds reported $1,000M of Malibu Boats stock for Q3 2020, down 4.4% quarter-over-quarter.
- 31 funds opened new Malibu Boats positions in Q3 2020 and 17 closed out, a net change of +14 holders.
- The largest Malibu Boats buyer in Q3 2020 was Loomis, Sayles & Company, an estimated $30.2M added.
- The largest Malibu Boats seller in Q3 2020 was Marshall Wace, an estimated $10.6M sold.
Based on aggregated 13F filings for Q3 2020.