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MasterCraft Boat Holdings

79 hedge funds and large institutions have $191M invested in MasterCraft Boat Holdings in 2016 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 11

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

53% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 19

16% more funds holding

Funds holding: 6879 (+11)

22% less capital invested

Capital invested by funds: $245M → $191M (-$54M)

80% less call options, than puts

Call options by funds: $1K | Put options by funds: $5K

Holders
79
Holders Change
+11
Holders Change %
+16.18%
% of All Funds
2.11%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
23
Increased
29
Reduced
19
Closed
11
Calls
$1K
Puts
$5K
Net Calls
-$4K
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Change in
Stake
WIP
1
Wayzata Investment Partners
Minnesota
$107M
American Century Companies
2
American Century Companies
Missouri
$7.7M -$1.15M -87,273 -11%
SCM
3
Springhouse Capital Management
Connecticut
$6.69M +$4.04M +307,123 +103%
Vanguard Group
4
Vanguard Group
Pennsylvania
$5.56M +$463K +35,199 +8%
Wells Fargo
5
Wells Fargo
California
$5.26M -$14.1K -1,073 -0.2%
NI
6
Numeric Investors
Massachusetts
$4.59M -$1.62M -122,861 -23%
SC
7
Shellback Capital
Massachusetts
$4.36M +$2.16M +164,437 +71%
RA
8
Royce & Associates
New York
$3.63M +$539K +41,000 +14%
AIC
9
AWM Investment Company
New York
$3.04M +$991K +75,390 +38%
HRCM
10
Hood River Capital Management
Florida
$2.75M -$419K -31,831 -11%
Goldman Sachs
11
Goldman Sachs
New York
$2.7M -$49.6K -3,771 -2%
DCM
12
Driehaus Capital Management
Illinois
$2.31M -$10.3K -782 -0.4%
BFA
13
BlackRock Fund Advisors
California
$2.23M +$278K +21,176 +12%
WA
14
Wasatch Advisors
Utah
$2.17M -$1.18M -89,400 -31%
BIT
15
BlackRock Institutional Trust
California
$2.13M +$979K +74,431 +63%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$2.12M +$2.52M +191,393 New
PAIM
17
Punch & Associates Investment Management
Minnesota
$2.08M +$2.48M +188,550 New
RHJA
18
Rice Hall James & Associates
California
$1.75M +$669K +50,853 +47%
PI
19
Putnam Investments
Massachusetts
$1.53M -$8.66M -658,390 -83%
KCM
20
Kornitzer Capital Management
Kansas
$1.42M +$76.3K +5,800 +5%
FG
21
Formula Growth
Quebec, Canada
$1.2M -$3.81M -289,983 -73%
GC
22
Guggenheim Capital
Illinois
$1.07M +$289K +21,991 +30%
TCIM
23
TIAA CREF Investment Management
New York
$977K -$389K -29,576 -25%
Bank of America
24
Bank of America
North Carolina
$975K +$890K +67,706 +331%
Two Sigma Investments
25
Two Sigma Investments
New York
$951K +$1.13M +86,050 New

MCFT Hedge Fund Activity: Q2 2016 in Review

79 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in MasterCraft Boat Holdings (MCFT) for Q2 2016, worth a combined $191M — down 22% from $245M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new MCFT positions and 11 closed out — a net gain of 12 holders — while 29 added to existing stakes and 19 trimmed.

The largest buyer was Springhouse Capital Management, adding an estimated $4.04M. The largest seller was Putnam Investments, cutting an estimated $8.66M.

  • 79 institutional investors held MasterCraft Boat Holdings (MCFT) as of Q2 2016, up from 68 in Q1 2016.
  • Funds reported $191M of MasterCraft Boat Holdings stock for Q2 2016, down 22% quarter-over-quarter.
  • 23 funds opened new MasterCraft Boat Holdings positions in Q2 2016 and 11 closed out, a net change of +12 holders.
  • The largest MasterCraft Boat Holdings buyer in Q2 2016 was Springhouse Capital Management, an estimated $4.04M added.
  • The largest MasterCraft Boat Holdings seller in Q2 2016 was Putnam Investments, an estimated $8.66M sold.

Based on aggregated 13F filings for Q2 2016.