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MasterCraft Boat Holdings

136 hedge funds and large institutions have $348M invested in MasterCraft Boat Holdings in 2019 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 43 increasing their positions, 45 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more call options, than puts

Call options by funds: $368K | Put options by funds: $202K

29% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 21

3% more funds holding

Funds holding: 132136 (+4)

0.59% less ownership

Funds ownership: 95.41%94.82% (-0.59%)

4% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 45

14% less capital invested

Capital invested by funds: $403M → $348M (-$55.6M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
136
Holders Change
+4
Holders Change %
+3.03%
% of All Funds
2.95%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
27
Increased
43
Reduced
45
Closed
21
Calls
$368K
Puts
$202K
Net Calls
+$166K
Net Calls Change
-$73K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$29.9M -$2.44M -107,235 -7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$18.8M -$1.84M -80,871 -8%
DCM
3
Divisar Capital Management
California
$17.4M +$570K +25,000 +3%
Renaissance Technologies
4
Renaissance Technologies
New York
$16.9M -$4.33M -189,800 -18%
Ameriprise
5
Ameriprise
Minnesota
$14.3M -$1.41M -61,935 -8%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$13.1M +$647K +28,385 +4%
RA
7
Royce & Associates
New York
$12.6M -$166K -7,304 -1%
SFM
8
Systematic Financial Management
New Jersey
$11.2M +$1.63M +71,407 +14%
RHJA
9
Rice Hall James & Associates
California
$10.6M -$541K -23,732 -4%
Citadel Advisors
10
Citadel Advisors
Florida
$9.28M +$3.21M +140,768 +42%
Man Group
11
Man Group
United Kingdom
$8.11M -$159K -6,961 -2%
State Street
12
State Street
Massachusetts
$7.98M +$145K +6,369 +2%
Allianz Asset Management
13
Allianz Asset Management
Germany
$7.28M -$52.4K -2,297 -0.6%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$6.98M +$421K +18,472 +5%
AQR Capital Management
15
AQR Capital Management
Connecticut
$6.95M -$536K -23,509 -6%
Wells Fargo
16
Wells Fargo
California
$6.92M -$2.73M -119,647 -25%
PAIM
17
Punch & Associates Investment Management
Minnesota
$6.36M
AIC
18
AWM Investment Company
New York
$6.33M
MHP
19
Manatuck Hill Partners
Connecticut
$5.68M -$962K -42,200 -13%
WA
20
Wasatch Advisors
Utah
$5.6M -$336K -14,725 -5%
FIM
21
Foresters Investment Management
New York
$5.08M +$397K +17,400 +7%
American Century Companies
22
American Century Companies
Missouri
$5.04M +$193K +8,452 +3%
N
23
Nuveen
North Carolina
$4.89M +$5.69M +249,497 New
DGHMC
24
Dalton, Greiner, Hartman, Maher & Co
New York
$4.82M -$48.9K -2,146 -0.9%
PAMP
25
Polar Asset Management Partners
Ontario, Canada
$4.67M +$889K +38,994 +20%

MCFT Hedge Fund Activity: Q2 2019 in Review

136 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in MasterCraft Boat Holdings (MCFT) for Q2 2019, worth a combined $348M — down 14% from $403M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new MCFT positions and 21 closed out — a net gain of 6 holders — while 43 added to existing stakes and 45 trimmed.

The largest buyer was Nuveen, opening a new position worth an estimated $5.69M. The largest seller was Hood River Capital Management, cutting an estimated $5.56M.

  • 136 institutional investors held MasterCraft Boat Holdings (MCFT) as of Q2 2019, up from 132 in Q1 2019.
  • Funds reported $348M of MasterCraft Boat Holdings stock for Q2 2019, down 14% quarter-over-quarter.
  • 27 funds opened new MasterCraft Boat Holdings positions in Q2 2019 and 21 closed out, a net change of +6 holders.
  • The largest MasterCraft Boat Holdings buyer in Q2 2019 was Nuveen, an estimated $5.69M added.
  • The largest MasterCraft Boat Holdings seller in Q2 2019 was Hood River Capital Management, an estimated $5.56M sold.

Based on aggregated 13F filings for Q2 2019.