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MasterCraft Boat Holdings

124 hedge funds and large institutions have $396M invested in MasterCraft Boat Holdings in 2017 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 39 increasing their positions, 42 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 10

22% more funds holding

Funds holding: 102124 (+22)

11% more capital invested

Capital invested by funds: $358M → $396M (+$38.2M)

1.23% more ownership

Funds ownership: 94.12%95.35% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 42

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $569K

Holders
124
Holders Change
+22
Holders Change %
+21.57%
% of All Funds
2.81%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
32
Increased
39
Reduced
42
Closed
10
Calls
Puts
$569K
Net Calls
-$569K
Net Calls Change
-$985K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$53M +$19M +843,953 +55%
Vanguard Group
2
Vanguard Group
Pennsylvania
$28.4M +$1.87M +83,046 +7%
Renaissance Technologies
3
Renaissance Technologies
New York
$26.9M +$7M +310,900 +35%
DCM
4
Divisar Capital Management
California
$20.9M +$355K +15,779 +2%
RA
5
Royce & Associates
New York
$16.7M +$2.69M +119,332 +19%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$13M -$23.3M -1,036,407 -64%
SCM
7
Springhouse Capital Management
Connecticut
$12.8M -$20M -886,118 -61%
HRCM
8
Hood River Capital Management
Florida
$10.2M +$730K +32,402 +8%
Wells Fargo
9
Wells Fargo
California
$9.23M -$2.56M -113,764 -22%
American Century Companies
10
American Century Companies
Missouri
$8.64M +$37.6K +1,668 +0.4%
State Street
11
State Street
Massachusetts
$8.36M +$1.37M +60,659 +19%
AL
12
AJO LP
Pennsylvania
$8.22M -$155K -6,892 -2%
NI
13
Numeric Investors
Massachusetts
$7.33M +$1.67M +74,200 +29%
CWAM
14
Columbia Wanger Asset Management
Illinois
$6.94M +$7.03M +312,244 New
Goldman Sachs
15
Goldman Sachs
New York
$6.54M +$1.13M +50,256 +21%
DCM
16
Driehaus Capital Management
Illinois
$5.96M +$269K +11,944 +5%
AIC
17
AWM Investment Company
New York
$5.94M -$1.77M -78,508 -23%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$5.93M -$148K -6,556 -2%
AQR Capital Management
19
AQR Capital Management
Connecticut
$5.92M +$782K +34,733 +15%
Charles Schwab
20
Charles Schwab
California
$5.08M +$4.47M +198,482 +664%
TCIM
21
TIAA CREF Investment Management
New York
$4.98M +$2.05M +91,005 +68%
Deutsche Bank
22
Deutsche Bank
Germany
$4.54M +$2.24M +99,399 +95%
Northern Trust
23
Northern Trust
Illinois
$4.48M -$64.2K -2,851 -1%
Allianz Asset Management
24
Allianz Asset Management
Germany
$4.22M +$1.86M +82,436 +77%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$3.92M +$279K +12,400 +8%

MCFT Hedge Fund Activity: Q4 2017 in Review

124 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in MasterCraft Boat Holdings (MCFT) for Q4 2017, worth a combined $396M — up 11% from $358M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new MCFT positions and 10 closed out — a net gain of 22 holders — while 39 added to existing stakes and 42 trimmed.

The largest buyer was BlackRock, adding an estimated $19M. The largest seller was Wellington Management Group, cutting an estimated $23.3M.

  • 124 institutional investors held MasterCraft Boat Holdings (MCFT) as of Q4 2017, up from 102 in Q3 2017.
  • Funds reported $396M of MasterCraft Boat Holdings stock for Q4 2017, up 11% quarter-over-quarter.
  • 32 funds opened new MasterCraft Boat Holdings positions in Q4 2017 and 10 closed out, a net change of +22 holders.
  • The largest MasterCraft Boat Holdings buyer in Q4 2017 was BlackRock, an estimated $19M added.
  • The largest MasterCraft Boat Holdings seller in Q4 2017 was Wellington Management Group, an estimated $23.3M sold.

Based on aggregated 13F filings for Q4 2017.