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MasterCraft Boat Holdings

116 hedge funds and large institutions have $265M invested in MasterCraft Boat Holdings in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $248M → $265M (+$16.5M)

5% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 39

0.46% more ownership

Funds ownership: 88.61%89.07% (+0.46%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

3% less funds holding

Funds holding: 119116 (-3)

69% less call options, than puts

Call options by funds: $272K | Put options by funds: $877K

Holders
116
Holders Change
-3
Holders Change %
-2.52%
% of All Funds
2.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
41
Reduced
39
Closed
18
Calls
$272K
Puts
$877K
Net Calls
-$605K
Net Calls Change
+$329K
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
1
Divisar Capital Management
California
$25.9M +$6.77M +429,570 +35%
BlackRock
2
BlackRock
New York
$20.9M -$3.26M -206,765 -13%
Vanguard Group
3
Vanguard Group
Pennsylvania
$15.5M +$475K +30,153 +3%
SFM
4
Systematic Financial Management
New Jersey
$15.3M +$2.67M +169,164 +21%
RA
5
Royce & Associates
New York
$13.3M +$486K +30,823 +4%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$13.1M +$11.4M +723,928 +658%
Renaissance Technologies
7
Renaissance Technologies
New York
$11.3M -$333K -21,100 -3%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$10.3M -$596K -37,797 -5%
FFH
9
Fairfax Financial Holdings
Ontario, Canada
$8.38M +$2.13M +135,295 +34%
WA
10
Wasatch Advisors
Utah
$6.49M +$1.66M +105,390 +34%
Citadel Advisors
11
Citadel Advisors
Florida
$6.23M -$349K -22,133 -5%
State Street
12
State Street
Massachusetts
$6.04M +$188K +11,929 +3%
PAIM
13
Punch & Associates Investment Management
Minnesota
$5.93M +$110K +7,000 +2%
AQR Capital Management
14
AQR Capital Management
Connecticut
$5.43M -$965K -61,217 -15%
LCM
15
Landscape Capital Management
New Jersey
$5.4M +$1.88M +118,985 +53%
Man Group
16
Man Group
United Kingdom
$5.24M +$448K +28,410 +9%
Prudential Financial
17
Prudential Financial
New Jersey
$4.34M +$9.16K +581 +0.2%
Deutsche Bank
18
Deutsche Bank
Germany
$4.32M +$3.92M +248,913 +980%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$4.08M +$128K +8,108 +3%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$3.67M -$314K -19,900 -8%
Northern Trust
21
Northern Trust
Illinois
$3.52M -$28.2K -1,787 -0.8%
Millennium Management
22
Millennium Management
New York
$3.4M +$3.4M +215,590 New
Goldman Sachs
23
Goldman Sachs
New York
$3.01M +$98.9K +6,276 +3%
CEI
24
Clark Estates Inc
New York
$2.94M
MSL
25
Mackay Shields LLC
New York
$2.79M +$1.17M +74,200 +72%

MCFT Hedge Fund Activity: Q4 2019 in Review

116 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in MasterCraft Boat Holdings (MCFT) for Q4 2019, worth a combined $265M — up 6.6% from $248M a quarter earlier.

Fund positioning in MCFT was balanced in Q4 2019: 18 funds opened new positions, 18 closed out, 41 added to existing stakes and 39 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $11.4M. The largest seller was Polar Asset Management Partners, exiting entirely with an estimated $6.83M sold.

  • 116 institutional investors held MasterCraft Boat Holdings (MCFT) as of Q4 2019, down from 119 in Q3 2019.
  • Funds reported $265M of MasterCraft Boat Holdings stock for Q4 2019, up 6.6% quarter-over-quarter.
  • 18 funds opened new MasterCraft Boat Holdings positions in Q4 2019 and 18 closed out, a net change of 0 holders.
  • The largest MasterCraft Boat Holdings buyer in Q4 2019 was Janus Henderson Group, an estimated $11.4M added.
  • The largest MasterCraft Boat Holdings seller in Q4 2019 was Polar Asset Management Partners, an estimated $6.83M sold.

Based on aggregated 13F filings for Q4 2019.