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Malibu Boats
MBUU

Overview Fund Activity

197 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.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
-6
Holders Change %
-2.96%
% of All Funds
3.04%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
26
Increased
75
Reduced
66
Closed
31
Calls
$3.14M
Puts
$7.68M
Net Calls
-$4.54M
Net Calls Change
-$433K

Top Buyers

1
FWIA
Fort Washington Investment Advisors
Ohio
$21.1M
2
CI Investments Inc
CI Investments Inc
Ontario, Canada
$25.3M
3
AAM
ACK Asset Management
Connecticut
$15.6M
4
NIG
NFJ Investment Group
Texas
$5.48M
5
UBS Group
UBS Group
Switzerland
$4.59M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$1.29M
2
Wells Fargo
Wells Fargo
California
$1.98M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$15.2M
4
MAP
Moody Aldrich Partners
Massachusetts
$0
5
Millennium Management
Millennium Management
New York
$1.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
26
Northern Trust
Illinois
$15.1M -$35.5K -517 -0.2%
Bank of America
27
Bank of America
North Carolina
$14.5M +$2.21M +32,144 +18%
RA
28
Royce & Associates
New York
$12.4M +$1.44M +20,994 +13%
Arrowstreet Capital
29
Arrowstreet Capital
Massachusetts
$12.2M -$3.92M -57,008 -24%
HAM
30
Hillcrest Asset Management
Texas
$12.1M -$1.79M -26,035 -13%
Fidelity International
31
Fidelity International
Bermuda
$10.6M – – –
Ameriprise
32
Ameriprise
Minnesota
$10.3M -$382K -5,562 -4%
Charles Schwab
33
Charles Schwab
California
$10.2M +$234K +3,402 +2%
ACH
34
ArrowMark Colorado Holdings
Colorado
$9.82M -$10K -146 -0.1%
Polen Capital Management
35
Polen Capital Management
Florida
$9.36M +$2.18M +31,719 +30%
Allspring Global Investments
36
Allspring Global Investments
North Carolina
$7.64M +$7.64M +111,137 New
SEI Investments
37
SEI Investments
Pennsylvania
$7.61M +$1.47M +21,466 +24%
Nordea Investment Management
38
Nordea Investment Management
Sweden
$7.11M -$29K -418 -0.4%
LSV Asset Management
39
LSV Asset Management
Illinois
$7.11M – – –
Nuveen Asset Management
40
Nuveen Asset Management
Illinois
$6.74M -$2.01M -29,280 -23%
NC
41
NBW Capital
Massachusetts
$6.18M +$414K +6,029 +7%
EAM
42
Eagle Asset Management
Florida
$5.96M -$763K -11,008 -11%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$5.72M -$806K -11,727 -12%
NIG
44
NFJ Investment Group
Texas
$5.48M +$5.48M +79,770 New
Schroder Investment Management Group
45
Schroder Investment Management Group
United Kingdom
$5.12M -$2.67M -38,893 -34%
EIA
46
Edgemoor Investment Advisors
Maryland
$4.89M +$273K +3,967 +6%
WT
47
Whittier Trust
California
$4.76M +$2.66M +38,735 +127%
UBS Group
48
UBS Group
Switzerland
$4.59M +$4.54M +66,092 +10,343%
Goldman Sachs
49
Goldman Sachs
New York
$3.97M +$1.07M +15,503 +37%
CCMG
50
Clark Capital Management Group
Pennsylvania
$3.7M +$1.36M +19,758 +58%
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