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Malibu Boats

191 hedge funds and large institutions have $989M invested in Malibu Boats in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 91 increasing their positions, 51 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 51

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.68% less ownership

Funds ownership: 92.75%92.07% (-0.68%)

4% less funds holding

Funds holding: 198191 (-7)

12% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 26

25% less capital invested

Capital invested by funds: $1.31B → $989M (-$321M)

62% less call options, than puts

Call options by funds: $2.27M | Put options by funds: $6.01M

Holders
191
Holders Change
-7
Holders Change %
-3.54%
% of All Funds
3.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
91
Reduced
51
Closed
26
Calls
$2.27M
Puts
$6.01M
Net Calls
-$3.74M
Net Calls Change
+$800K
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
26
ACK Asset Management
Connecticut
$10.3M -$2.19M -34,000 -16%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$10M -$3.11M -48,216 -22%
EIP
28
Epoch Investment Partners
New York
$9.94M +$11M +171,353 New
Charles Schwab
29
Charles Schwab
California
$9.32M +$824K +12,781 +9%
Ameriprise
30
Ameriprise
Minnesota
$9.11M +$506K +7,854 +5%
ACH
31
ArrowMark Colorado Holdings
Colorado
$8.72M +$487K +7,558 +5%
Polen Capital Management
32
Polen Capital Management
Florida
$7.44M -$515K -7,996 -6%
RA
33
Royce & Associates
New York
$7.35M -$3.49M -54,186 -30%
Allspring Global Investments
34
Allspring Global Investments
North Carolina
$7.23M +$867K +13,451 +12%
SEI Investments
35
SEI Investments
Pennsylvania
$7.22M +$880K +13,656 +12%
Russell Investments Group
36
Russell Investments Group
United Kingdom
$7.07M +$5.14M +79,712 +189%
Nordea Investment Management
37
Nordea Investment Management
Sweden
$6.16M +$66.4K +1,030 +1%
N
38
Nuveen
North Carolina
$6.11M +$91.1K +1,413 +1%
Schroder Investment Management Group
39
Schroder Investment Management Group
United Kingdom
$6.1M +$1.7M +26,381 +35%
LSV Asset Management
40
LSV Asset Management
Illinois
$5.92M -$83.8K -1,300 -1%
NC
41
NBW Capital
Massachusetts
$5.23M +$17.5K +271 +0.3%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$4.91M +$94.1K +1,461 +2%
NIG
43
NFJ Investment Group
Texas
$4.83M +$224K +3,471 +4%
EAM
44
Eagle Asset Management
Florida
$4.81M -$198K -3,066 -4%
UBS Group
45
UBS Group
Switzerland
$4.8M +$1.04M +16,110 +24%
WT
46
Whittier Trust
California
$4.6M +$644K +9,999 +14%
EIA
47
Edgemoor Investment Advisors
Maryland
$4.23M +$117K +1,809 +3%
Goldman Sachs
48
Goldman Sachs
New York
$4.03M +$754K +11,704 +20%
VIG
49
Vienna Insurance Group
Poland
$3.34M +$3.71M +57,500 New
HighTower Advisors
50
HighTower Advisors
Illinois
$3.28M +$167K +2,586 +5%

MBUU Hedge Fund Activity: Q1 2022 in Review

191 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q1 2022, worth a combined $989M — down 25% from $1.31B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of MBUU and 23 opened new positions — a net loss of 3 holders — while 51 trimmed existing stakes and 91 added.

The largest buyer was Fidelity International, adding an estimated $24.3M. The largest seller was Massachusetts Financial Services, cutting an estimated $28.1M.

  • 191 institutional investors held Malibu Boats (MBUU) as of Q1 2022, down from 198 in Q4 2021.
  • Funds reported $989M of Malibu Boats stock for Q1 2022, down 25% quarter-over-quarter.
  • 23 funds opened new Malibu Boats positions in Q1 2022 and 26 closed out, a net change of -3 holders.
  • The largest Malibu Boats buyer in Q1 2022 was Fidelity International, an estimated $24.3M added.
  • The largest Malibu Boats seller in Q1 2022 was Massachusetts Financial Services, an estimated $28.1M sold.

Based on aggregated 13F filings for Q1 2022.