Malibu Boats
MBUU
198 hedge funds and large institutions have $1.31B invested in Malibu Boats in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 75 increasing their positions, 66 reducing their positions, and 31 closing their positions.
14% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 66
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.65% less ownership
Funds ownership: 93.41% → 92.75% (-0.65%)
4% less capital invested
Capital invested by funds: $1.36B → $1.31B (-$52.4M)
3% less funds holding
Funds holding: 204 → 198 (-6)
16% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 31
59% less call options, than puts
Call options by funds: $3.14M | Put options by funds: $7.68M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWIA
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
+$10.4M |
| 2 |
CI Investments Inc
Toronto,
Ontario, Canada
|
+$6.02M |
| 3 |
NIG
NFJ Investment Group
Dallas,
Texas
|
+$5.6M |
| 4 |
AAM
ACK Asset Management
Greenwich,
Connecticut
|
+$5.35M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$4.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$8.04M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$6.68M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$6.53M |
| 4 |
MAP
Moody Aldrich Partners
Marblehead,
Massachusetts
|
-$5.07M |
| 5 |
Millennium Management
New York
|
-$4.12M |
MBUU Hedge Fund Activity: Q4 2021 in Review
198 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q4 2021, worth a combined $1.31B — down 3.8% from $1.36B a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of MBUU and 26 opened new positions — a net loss of 5 holders — while 66 trimmed existing stakes and 75 added.
The largest buyer was Fort Washington Investment Advisors, adding an estimated $10.4M. The largest seller was Lord, Abbett & Co, cutting an estimated $8.04M.
- 198 institutional investors held Malibu Boats (MBUU) as of Q4 2021, down from 204 in Q3 2021.
- Funds reported $1.31B of Malibu Boats stock for Q4 2021, down 3.8% quarter-over-quarter.
- 26 funds opened new Malibu Boats positions in Q4 2021 and 31 closed out, a net change of -5 holders.
- The largest Malibu Boats buyer in Q4 2021 was Fort Washington Investment Advisors, an estimated $10.4M added.
- The largest Malibu Boats seller in Q4 2021 was Lord, Abbett & Co, an estimated $8.04M sold.
Based on aggregated 13F filings for Q4 2021.