MCFT MasterCraft Boat Holdings, Inc.
Executive Summary
An institutional cluster in MCFT shows mixed conviction: four passive/index managers (Fidelity, Schwab, BofA, UBS) added $2.3M in aggregate holdings, while Capital World Investors fully exited a $12.6M position and Morgan Stanley trimmed $205K. The net selling pressure ($12.8M) dwarfs the buying ($2.3M), suggesting a bearish tilt among active managers despite passive rebalancing inflows.
Key Financial Metrics
Institutional Positions
Net institutional flow: -$10.5M
▲ Buyers (4)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Fidelity | DOUBLED | +125.7% | $92.0K | $57.0K |
| Schwab | ADD | +32.8% | $4.6M | $1.6M |
| BofA | ADD | +38.9% | $656.0K | $247.0K |
| UBS | ADD | +32.9% | $1.0M | $350.0K |
▼ Sellers (2)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Capital World Investors | EXIT | -100% | $12.6M | -$12.6M |
| Morgan Stanley | TRIM | -30.7% | $1.0M | -$205.4K |
Actionable Insight
The complete exit by Capital World Investors — an active asset manager — is the dominant signal, outweighing passive rebalancing buys. Monitor for further institutional distribution or a catalyst (e.g., earnings miss, guidance cut) that may have driven the exit. The 13F data is 45+ days stale; check recent price action and upcoming earnings for confirmation.
Key Facts
- 4 passive buyers added $2.3M in aggregate (Fidelity DOUBLED, Schwab +32.8%, BofA +38.9%, UBS +32.9%)
- Capital World Investors (active asset manager) fully exited a $12.6M position — 100% reduction
- Morgan Stanley trimmed 30.7% of its position, removing $205K
- Net institutional flow was negative: $12.8M sold vs $2.3M bought
- All buyers are mega-passive/index funds, carrying weaker signal than active manager moves
Financial Impact
Net institutional selling of approximately $10.5M (sellers $12.8M minus buyers $2.3M), with Capital World Investors alone accounting for $12.6M of the exit.
Risk Factors
- 13F data is 45+ days stale; positions may have been reversed since quarter-end
- Passive buying may reflect index rebalancing, not fundamental conviction
- Low market cap ($362M) amplifies price impact of any further institutional selling
Market Snapshot
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-MCFT-2025-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 11, 2026
3d ago
|
Institutional Cluster
| $22.73 awaiting T+5 | awaiting T+5 | — | — |
|
May 26, 2026
19d ago
|
3
| $23.94 $22.71 | ▼ −5.14% | ▼ −5.61% | — |
|
May 26, 2026
19d ago
|
3
| $23.94 $22.71 | ▼ −5.14% | ▼ −5.61% | — |
|
May 26, 2026
19d ago
|
3
| $23.94 $22.71 | ▼ −5.14% | ▼ −5.61% | — |
|
May 22, 2026
23d ago
|
8-K
| $23.44 $23.22 | ▼ −0.94% | ▼ −2.61% | — |
|
May 19, 2026
26d ago
|
3
| $23.09 $23.94 | ▲ +3.68% | ▲ +2.44% | — |
|
May 15, 2026
4w ago
|
Press Release
| $23.70 $23.44 | ▼ −1.10% | ▼ −2.06% | — |
|
May 12, 2026
4w ago
|
8-K
| $24.89 $22.00 | ▼ −11.61% | ▼ −10.45% | — |
|
May 7, 2026
5w ago
|
8-K
| $25.57 $24.89 | ▼ −2.66% | ▼ −4.16% | — |
|
May 1, 2026
6w ago
|
425
| $22.50 $26.27 | ▲ +16.76% | ▲ +13.82% | — |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access