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Malibu Boats
MBUU

Overview Fund Activity

190 hedge funds and large institutions have $988M 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
Holders
190
Holders Change
-7
Holders Change %
-3.55%
% 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

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$21.9M
2
EIP
Epoch Investment Partners
New York
+$9.94M
3
AI
Aperture Investors
New York
+$4.91M
4
Russell Investments Group
Russell Investments Group
United Kingdom
+$4.62M
5
American Century Companies
American Century Companies
Missouri
+$3.69M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$25.3M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$14.7M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$12.2M
4
PAM
Panagora Asset Management
Massachusetts
-$3.3M
5
RA
Royce & Associates
New York
-$3.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
26
ACK Asset Management
Connecticut
$10.3M -$1.97M -34,000 -16%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$10M -$2.8M -48,216 -22%
EIP
28
Epoch Investment Partners
New York
$9.94M +$9.94M +171,353 New
Charles Schwab
29
Charles Schwab
California
$9.32M +$741K +12,781 +9%
Ameriprise
30
Ameriprise
Minnesota
$9.11M +$456K +7,854 +5%
ACH
31
ArrowMark Colorado Holdings
Colorado
$8.72M +$438K +7,558 +5%
Polen Capital Management
32
Polen Capital Management
Florida
$7.44M -$464K -7,996 -6%
RA
33
Royce & Associates
New York
$7.35M -$3.14M -54,186 -30%
Allspring Global Investments
34
Allspring Global Investments
North Carolina
$7.23M +$780K +13,451 +12%
SEI Investments
35
SEI Investments
Pennsylvania
$7.22M +$792K +13,656 +12%
Russell Investments Group
36
Russell Investments Group
United Kingdom
$7.07M +$4.62M +79,712 +189%
Nordea Investment Management
37
Nordea Investment Management
Sweden
$6.16M +$61.3K +1,030 +1%
Nuveen Asset Management
38
Nuveen Asset Management
Illinois
$6.11M +$86.7K +1,413 +1%
Schroder Investment Management Group
39
Schroder Investment Management Group
United Kingdom
$6.1M +$1.6M +26,381 +35%
LSV Asset Management
40
LSV Asset Management
Illinois
$5.92M -$75.4K -1,300 -1%
NC
41
NBW Capital
Massachusetts
$5.23M +$15.7K +271 +0.3%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$4.91M +$84.8K +1,461 +2%
NIG
43
NFJ Investment Group
Texas
$4.83M +$201K +3,471 +4%
EAM
44
Eagle Asset Management
Florida
$4.81M -$178K -3,066 -4%
UBS Group
45
UBS Group
Switzerland
$4.81M +$934K +16,110 +24%
WT
46
Whittier Trust
California
$4.6M +$580K +9,999 +14%
EIA
47
Edgemoor Investment Advisors
Maryland
$4.23M +$105K +1,809 +3%
Goldman Sachs
48
Goldman Sachs
New York
$4.03M +$679K +11,704 +20%
VIG
49
Vienna Insurance Group
Poland
$3.34M +$3.34M +57,500 New
HighTower Advisors
50
HighTower Advisors
Illinois
$3.28M +$151K +2,586 +5%
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