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MasterCraft Boat Holdings

60 hedge funds and large institutions have $233M invested in MasterCraft Boat Holdings in 2015 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 15

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

13% more capital invested

Capital invested by funds: $206M → $233M (+$26.8M)

7% more funds holding

Funds holding: 5660 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
60
Holders Change
+4
Holders Change %
+7.14%
% of All Funds
1.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
25
Reduced
15
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIP
1
Wayzata Investment Partners
Minnesota
$133M
PI
2
Putnam Investments
Massachusetts
$10.9M +$265K +19,125 +2%
American Century Companies
3
American Century Companies
Missouri
$7.98M -$487K -35,183 -6%
Wells Fargo
4
Wells Fargo
California
$6.75M +$294K +21,189 +4%
NI
5
Numeric Investors
Massachusetts
$6.36M +$2.48M +179,223 +63%
FG
6
Formula Growth
Quebec, Canada
$5.17M +$5.23M +377,232 New
Citadel Advisors
7
Citadel Advisors
Florida
$4.91M -$2.41M -174,120 -33%
WA
8
Wasatch Advisors
Utah
$4.54M +$1.79M +128,830 +64%
HRCM
9
Hood River Capital Management
Florida
$3.93M +$3.28M +236,573 +469%
RA
10
Royce & Associates
New York
$3.86M +$1.13M +81,600 +41%
BA
11
BlackRock Advisors
Delaware
$3.72M -$527 -38 -0%
Vanguard Group
12
Vanguard Group
Pennsylvania
$3.45M +$1.6M +115,477 +85%
Goldman Sachs
13
Goldman Sachs
New York
$3.39M +$2.52M +181,599 +275%
SCM
14
Springhouse Capital Management
Connecticut
$3.03M +$3.07M +221,245 New
DCM
15
Driehaus Capital Management
Illinois
$2.98M +$440K +31,773 +17%
BFA
16
BlackRock Fund Advisors
California
$2.6M +$74.4K +5,367 +3%
TCIM
17
TIAA CREF Investment Management
New York
$2.17M +$1.91M +138,027 +680%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$1.89M -$47.1K -3,400 -2%
PCM
19
Penn Capital Management
Pennsylvania
$1.8M +$6.89K +497 +0.4%
KCM
20
Kornitzer Capital Management
Kansas
$1.72M -$835K -60,300 -32%
BIT
21
BlackRock Institutional Trust
California
$1.65M +$384K +27,748 +30%
RHJA
22
Rice Hall James & Associates
California
$1.46M +$1.48M +106,572 New
SC
23
Shellback Capital
Massachusetts
$1.3M
GC
24
Guggenheim Capital
Illinois
$1.29M -$242K -17,448 -16%
Northern Trust
25
Northern Trust
Illinois
$1.02M +$822K +59,343 +398%

MCFT Hedge Fund Activity: Q4 2015 in Review

60 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in MasterCraft Boat Holdings (MCFT) for Q4 2015, worth a combined $233M — up 13% from $206M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new MCFT positions and 11 closed out — a net gain of 4 holders — while 25 added to existing stakes and 15 trimmed.

The largest buyer was Hood River Capital Management, adding an estimated $3.28M. The largest seller was Millennium Management, exiting entirely with an estimated $4.39M sold.

  • 60 institutional investors held MasterCraft Boat Holdings (MCFT) as of Q4 2015, up from 56 in Q3 2015.
  • Funds reported $233M of MasterCraft Boat Holdings stock for Q4 2015, up 13% quarter-over-quarter.
  • 15 funds opened new MasterCraft Boat Holdings positions in Q4 2015 and 11 closed out, a net change of +4 holders.
  • The largest MasterCraft Boat Holdings buyer in Q4 2015 was Hood River Capital Management, an estimated $3.28M added.
  • The largest MasterCraft Boat Holdings seller in Q4 2015 was Millennium Management, an estimated $4.39M sold.

Based on aggregated 13F filings for Q4 2015.