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MasterCraft Boat Holdings

112 hedge funds and large institutions have $245M invested in MasterCraft Boat Holdings in 2016 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 38 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 11

90.24% more ownership

Funds ownership: 0%90.24% (+90%)

41% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 27

29% more capital invested

Capital invested by funds: $191M → $245M (+$54.6M)

24% more funds holding

Funds holding: 90112 (+22)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
112
Holders Change
+22
Holders Change %
+24.44%
% of All Funds
2.8%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
35
Increased
38
Reduced
27
Closed
11
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$35.8M +$15.8M +1,241,308 +102%
WIP
2
Wayzata Investment Partners
Minnesota
$26.7M -$41.9M -3,287,399 -64%
SCM
3
Springhouse Capital Management
Connecticut
$16.7M -$905K -70,974 -6%
American Century Companies
4
American Century Companies
Missouri
$11.4M -$1.71M -133,933 -15%
Vanguard Group
5
Vanguard Group
Pennsylvania
$11.1M +$2.86M +223,988 +42%
Renaissance Technologies
6
Renaissance Technologies
New York
$9.59M +$4.92M +386,300 +142%
RA
7
Royce & Associates
New York
$8.26M +$2.52M +197,340 +54%
Wells Fargo
8
Wells Fargo
California
$8.15M +$337K +26,463 +5%
FG
9
Formula Growth
Quebec, Canada
$7.94M +$4.91M +384,920 +241%
SC
10
Shellback Capital
Massachusetts
$7.51M -$834K -65,394 -11%
AIC
11
AWM Investment Company
New York
$6.59M -$413K -32,376 -7%
DCM
12
Divisar Capital Management
California
$4.79M +$4.19M +328,726 New
BIT
13
BlackRock Institutional Trust
California
$4.19M +$1.81M +142,195 +98%
DCM
14
Driehaus Capital Management
Illinois
$3.93M +$674K +52,899 +24%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$3.73M +$1.67M +131,287 +105%
OAM
16
Oxford Asset Management
United Kingdom
$3.69M +$749K +58,719 +30%
BFA
17
BlackRock Fund Advisors
California
$3.62M +$408K +31,988 +15%
Millennium Management
18
Millennium Management
New York
$3.38M +$2.6M +204,162 +730%
Two Sigma Investments
19
Two Sigma Investments
New York
$2.9M -$82K -6,433 -3%
WA
20
Wasatch Advisors
Utah
$2.79M
PAIM
21
Punch & Associates Investment Management
Minnesota
$2.75M
Two Sigma Advisers
22
Two Sigma Advisers
New York
$2.62M +$1.45M +113,808 +172%
Goldman Sachs
23
Goldman Sachs
New York
$2.34M -$859K -67,374 -30%
RHJA
24
Rice Hall James & Associates
California
$2.29M -$17.8K -1,400 -0.9%
DIA
25
Dean Investment Associates
Ohio
$2.18M +$1.9M +149,340 New

MCFT Hedge Fund Activity: Q4 2016 in Review

112 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in MasterCraft Boat Holdings (MCFT) for Q4 2016, worth a combined $245M — up 29% from $191M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new MCFT positions and 11 closed out — a net gain of 24 holders — while 38 added to existing stakes and 27 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $15.8M. The largest seller was Wayzata Investment Partners, cutting an estimated $41.9M.

  • 112 institutional investors held MasterCraft Boat Holdings (MCFT) as of Q4 2016, up from 90 in Q3 2016.
  • Funds reported $245M of MasterCraft Boat Holdings stock for Q4 2016, up 29% quarter-over-quarter.
  • 35 funds opened new MasterCraft Boat Holdings positions in Q4 2016 and 11 closed out, a net change of +24 holders.
  • The largest MasterCraft Boat Holdings buyer in Q4 2016 was Wellington Management Group, an estimated $15.8M added.
  • The largest MasterCraft Boat Holdings seller in Q4 2016 was Wayzata Investment Partners, an estimated $41.9M sold.

Based on aggregated 13F filings for Q4 2016.