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Malibu Boats

204 hedge funds and large institutions have $1.36B invested in Malibu Boats in 2021 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 78 increasing their positions, 64 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 15

22% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 64

9% more funds holding

Funds holding: 187204 (+17)

2.18% less ownership

Funds ownership: 95.58%93.41% (-2.2%)

7% less capital invested

Capital invested by funds: $1.46B → $1.36B (-$98.2M)

43% less call options, than puts

Call options by funds: $5.53M | Put options by funds: $9.63M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
204
Holders Change
+17
Holders Change %
+9.09%
% of All Funds
3.57%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
34
Increased
78
Reduced
64
Closed
15
Calls
$5.53M
Puts
$9.63M
Net Calls
-$4.11M
Net Calls Change
-$2.44M
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$15.4M -$514K -6,838 -3%
HAM
27
Hillcrest Asset Management
Texas
$14.1M +$1.82M +24,257 +14%
Bank of America
28
Bank of America
North Carolina
$12.5M +$3.43M +45,612 +34%
RA
29
Royce & Associates
New York
$11.2M +$1.1M +14,658 +10%
FWIA
30
Fort Washington Investment Advisors
Ohio
$11.1M +$184K +2,452 +2%
Ameriprise
31
Ameriprise
Minnesota
$10.8M -$71.1K -947 -0.6%
Fidelity International
32
Fidelity International
Bermuda
$10.8M
Charles Schwab
33
Charles Schwab
California
$10.1M +$80.1K +1,066 +0.7%
AAM
34
ACK Asset Management
Connecticut
$10.1M +$10.2M +135,232 New
ACH
35
ArrowMark Colorado Holdings
Colorado
$10M -$9.92M -132,084 -48%
Lord, Abbett & Co
36
Lord, Abbett & Co
New Jersey
$9.32M -$85.2M -1,133,739 -89%
N
37
Nuveen
North Carolina
$8.91M +$1.04M +13,845 +12%
Wells Fargo
38
Wells Fargo
California
$8.67M +$1.91M +25,398 +26%
Schroder Investment Management Group
39
Schroder Investment Management Group
United Kingdom
$7.93M -$2.02M -26,928 -19%
Polen Capital Management
40
Polen Capital Management
Florida
$7.31M +$667K +8,874 +9%
Nordea Investment Management
41
Nordea Investment Management
Sweden
$7.24M -$206K -2,747 -3%
LSV Asset Management
42
LSV Asset Management
Illinois
$7.24M -$2.43M -32,300 -24%
EAM
43
Eagle Asset Management
Florida
$6.79M +$7.29M +97,033 New
Bank of New York Mellon
44
Bank of New York Mellon
New York
$6.64M +$11.3K +150 +0.2%
SEI Investments
45
SEI Investments
Pennsylvania
$6.24M +$1.01M +13,408 +18%
NC
46
NBW Capital
Massachusetts
$5.87M +$19.4K +258 +0.3%
Morgan Stanley
47
Morgan Stanley
New York
$5.24M +$37.6K +500 +0.7%
Millennium Management
48
Millennium Management
New York
$5.19M +$2.04M +27,190 +58%
MAP
49
Moody Aldrich Partners
Massachusetts
$5.07M -$1.05M -13,977 -16%
PAM
50
Panagora Asset Management
Massachusetts
$4.75M -$2.14M -28,553 -30%

MBUU Hedge Fund Activity: Q3 2021 in Review

204 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q3 2021, worth a combined $1.36B — down 6.7% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new MBUU positions and 15 closed out — a net gain of 19 holders — while 78 added to existing stakes and 64 trimmed.

The largest buyer was London Company of Virginia, opening a new position worth an estimated $20.9M. The largest seller was Lord, Abbett & Co, cutting an estimated $85.2M.

  • 204 institutional investors held Malibu Boats (MBUU) as of Q3 2021, up from 187 in Q2 2021.
  • Funds reported $1.36B of Malibu Boats stock for Q3 2021, down 6.7% quarter-over-quarter.
  • 34 funds opened new Malibu Boats positions in Q3 2021 and 15 closed out, a net change of +19 holders.
  • The largest Malibu Boats buyer in Q3 2021 was London Company of Virginia, an estimated $20.9M added.
  • The largest Malibu Boats seller in Q3 2021 was Lord, Abbett & Co, an estimated $85.2M sold.

Based on aggregated 13F filings for Q3 2021.