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MasterCraft Boat Holdings

106 hedge funds and large institutions have $342M invested in MasterCraft Boat Holdings in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 40 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more capital invested

Capital invested by funds: $269M → $342M (+$72.2M)

4.4% more ownership

Funds ownership: 89.34%93.74% (+4.4%)

8% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 40

0% more funds holding

Funds holding: 106106 (0)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
106
Holders Change
Holders Change %
0%
% of All Funds
2.64%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
13
Increased
43
Reduced
40
Closed
13
Calls
$1.17M
Puts
Net Calls
+$1.17M
Net Calls Change
+$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$34.9M -$12.8M -713,262 -29%
SCM
2
Springhouse Capital Management
Connecticut
$31.3M +$1.37M +76,318 +5%
BlackRock
3
BlackRock
New York
$26.2M +$10.2M +569,825 +74%
Vanguard Group
4
Vanguard Group
Pennsylvania
$20.8M +$2.2M +123,082 +13%
RA
5
Royce & Associates
New York
$15.8M -$1.5M -83,516 -9%
Renaissance Technologies
6
Renaissance Technologies
New York
$15.1M +$3.4M +189,900 +33%
DCM
7
Divisar Capital Management
California
$13.8M +$1.95M +108,912 +18%
American Century Companies
8
American Century Companies
Missouri
$9.98M -$5.73M -319,863 -39%
Wells Fargo
9
Wells Fargo
California
$9.67M -$136K -7,576 -2%
AIC
10
AWM Investment Company
New York
$8.27M +$62.7K +3,500 +0.8%
HRCM
11
Hood River Capital Management
Florida
$8.17M +$7.48M +417,729 New
AL
12
AJO LP
Pennsylvania
$7.65M +$5.03M +280,653 +254%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$6.27M +$691K +38,591 +14%
BRF
14
B. Riley Financial
California
$6.21M -$4.35M -242,981 -43%
DCM
15
Driehaus Capital Management
Illinois
$5.78M +$1.32M +73,506 +33%
SC
16
Shellback Capital
Massachusetts
$5.53M
NI
17
Numeric Investors
Massachusetts
$5.45M -$393K -21,940 -7%
State Street
18
State Street
Massachusetts
$5.22M +$2.27M +126,975 +91%
MCM
19
McKinley Capital Management
Alaska
$4.74M -$4.98K -278 -0.1%
Goldman Sachs
20
Goldman Sachs
New York
$4.67M +$2.73M +152,415 +177%
AQR Capital Management
21
AQR Capital Management
Connecticut
$4.31M +$1.51M +84,468 +62%
Northern Trust
22
Northern Trust
Illinois
$3.99M +$1.88M +105,026 +106%
WA
23
Wasatch Advisors
Utah
$3.74M
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$3.69M +$62.1K +3,469 +2%
PAIM
25
Punch & Associates Investment Management
Minnesota
$3.69M

MCFT Hedge Fund Activity: Q2 2017 in Review

106 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in MasterCraft Boat Holdings (MCFT) for Q2 2017, worth a combined $342M — up 27% from $269M a quarter earlier.

Fund positioning in MCFT was balanced in Q2 2017: 13 funds opened new positions, 13 closed out, 43 added to existing stakes and 40 trimmed.

The largest buyer was BlackRock, adding an estimated $10.2M. The largest seller was Wellington Management Group, cutting an estimated $12.8M.

  • 106 institutional investors held MasterCraft Boat Holdings (MCFT) as of Q2 2017, unchanged from Q1 2017.
  • Funds reported $342M of MasterCraft Boat Holdings stock for Q2 2017, up 27% quarter-over-quarter.
  • 13 funds opened new MasterCraft Boat Holdings positions in Q2 2017 and 13 closed out, a net change of 0 holders.
  • The largest MasterCraft Boat Holdings buyer in Q2 2017 was BlackRock, an estimated $10.2M added.
  • The largest MasterCraft Boat Holdings seller in Q2 2017 was Wellington Management Group, an estimated $12.8M sold.

Based on aggregated 13F filings for Q2 2017.