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MasterCraft Boat Holdings

102 hedge funds and large institutions have $358M invested in MasterCraft Boat Holdings in 2017 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 32

5% more capital invested

Capital invested by funds: $342M → $358M (+$16M)

0.39% more ownership

Funds ownership: 93.74%94.12% (+0.39%)

4% less funds holding

Funds holding: 106102 (-4)

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
102
Holders Change
-4
Holders Change %
-3.77%
% of All Funds
2.54%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
10
Increased
39
Reduced
32
Closed
14
Calls
$416K
Puts
Net Calls
+$416K
Net Calls Change
-$750K
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$33M -$3.05M -164,212 -9%
BlackRock
2
BlackRock
New York
$31.5M +$3.78M +203,314 +15%
SCM
3
Springhouse Capital Management
Connecticut
$29.8M -$2.57M -138,082 -9%
Vanguard Group
4
Vanguard Group
Pennsylvania
$24.3M +$2.41M +129,575 +12%
DCM
5
Divisar Capital Management
California
$18.8M +$4.06M +218,110 +31%
Renaissance Technologies
6
Renaissance Technologies
New York
$18.3M +$2.33M +125,200 +16%
RA
7
Royce & Associates
New York
$12.9M -$3.26M -175,444 -22%
Wells Fargo
8
Wells Fargo
California
$10.8M +$640K +34,401 +7%
HRCM
9
Hood River Capital Management
Florida
$8.7M +$170K +9,147 +2%
American Century Companies
10
American Century Companies
Missouri
$7.89M -$2.29M -123,373 -24%
AL
11
AJO LP
Pennsylvania
$7.68M -$268K -14,404 -4%
AIC
12
AWM Investment Company
New York
$7.05M -$1.44M -77,224 -18%
State Street
13
State Street
Massachusetts
$6.43M +$899K +48,349 +18%
Millennium Management
14
Millennium Management
New York
$5.82M +$4.12M +221,534 +346%
SIM
15
Spark Investment Management
New York
$5.81M +$2.17M +116,681 +69%
SC
16
Shellback Capital
Massachusetts
$5.77M
Geode Capital Management
17
Geode Capital Management
Massachusetts
$5.57M -$876K -47,103 -15%
BRF
18
B. Riley Financial
California
$5.38M -$1M -53,836 -17%
DCM
19
Driehaus Capital Management
Illinois
$5.22M -$734K -39,456 -13%
NI
20
Numeric Investors
Massachusetts
$5.21M -$431K -23,175 -8%
MCM
21
McKinley Capital Management
Alaska
$5.01M +$70K +3,764 +2%
Goldman Sachs
22
Goldman Sachs
New York
$4.97M +$96.6K +5,193 +2%
AQR Capital Management
23
AQR Capital Management
Connecticut
$4.72M +$207K +11,115 +5%
Northern Trust
24
Northern Trust
Illinois
$4.17M +$5.58K +300 +0.1%
OAM
25
Oxford Asset Management
United Kingdom
$3.97M +$262K +14,090 +8%

MCFT Hedge Fund Activity: Q3 2017 in Review

102 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in MasterCraft Boat Holdings (MCFT) for Q3 2017, worth a combined $358M — up 4.7% from $342M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of MCFT and 10 opened new positions — a net loss of 4 holders — while 32 trimmed existing stakes and 39 added.

The largest buyer was Millennium Management, adding an estimated $4.12M. The largest seller was Royce & Associates, cutting an estimated $3.26M.

  • 102 institutional investors held MasterCraft Boat Holdings (MCFT) as of Q3 2017, down from 106 in Q2 2017.
  • Funds reported $358M of MasterCraft Boat Holdings stock for Q3 2017, up 4.7% quarter-over-quarter.
  • 10 funds opened new MasterCraft Boat Holdings positions in Q3 2017 and 14 closed out, a net change of -4 holders.
  • The largest MasterCraft Boat Holdings buyer in Q3 2017 was Millennium Management, an estimated $4.12M added.
  • The largest MasterCraft Boat Holdings seller in Q3 2017 was Royce & Associates, an estimated $3.26M sold.

Based on aggregated 13F filings for Q3 2017.