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Malibu Boats

183 hedge funds and large institutions have $961M invested in Malibu Boats in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 65 increasing their positions, 65 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more call options, than puts

Call options by funds: $2.28M | Put options by funds: $1.17M

5% more capital invested

Capital invested by funds: $919M → $961M (+$41.9M)

0% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 65

0.72% less ownership

Funds ownership: 93.03%92.31% (-0.72%)

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

2% less funds holding

Funds holding: 187183 (-4)

Holders
183
Holders Change
-4
Holders Change %
-2.14%
% of All Funds
2.94%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
65
Reduced
65
Closed
23
Calls
$2.28M
Puts
$1.17M
Net Calls
+$1.1M
Net Calls Change
+$7.83M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$10.4M +$142K +2,649 +1%
Arrowstreet Capital
27
Arrowstreet Capital
Massachusetts
$9.95M -$528K -9,850 -5%
Bank of America
28
Bank of America
North Carolina
$9.21M -$678K -12,644 -7%
Ameriprise
29
Ameriprise
Minnesota
$8.8M -$83.7K -1,560 -0.9%
N
30
Nuveen
North Carolina
$8.8M +$3.58M +66,676 +68%
Prudential Financial
31
Prudential Financial
New Jersey
$8.33M +$6.96M +129,879 +492%
Bessemer Group
32
Bessemer Group
New Jersey
$7.63M +$340K +6,340 +5%
Allspring Global Investments
33
Allspring Global Investments
North Carolina
$7.16M -$1.51M -28,088 -17%
SEI Investments
34
SEI Investments
Pennsylvania
$6.66M -$486K -9,064 -7%
VIG
35
Vienna Insurance Group
Poland
$5.93M +$1.39M +26,000 +30%
LSV Asset Management
36
LSV Asset Management
Illinois
$5.52M
UBS Group
37
UBS Group
Switzerland
$5.45M +$4.33M +80,654 +374%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$5.42M -$1.38M -25,700 -20%
RA
39
Royce & Associates
New York
$5.26M +$933K +17,400 +21%
Nordea Investment Management
40
Nordea Investment Management
Sweden
$5.18M -$260K -4,856 -5%
NC
41
NBW Capital
Massachusetts
$5.05M +$94.6K +1,765 +2%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$5.01M +$399K +7,438 +9%
Morgan Stanley
43
Morgan Stanley
New York
$5.01M -$1.94M -36,197 -28%
HA
44
Homestead Advisers
Virginia
$4.75M +$581K +10,834 +14%
Assenagon Asset Management
45
Assenagon Asset Management
Luxembourg
$4.66M -$3.03M -56,529 -39%
Grantham, Mayo, Van Otterloo & Co (GMO)
46
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.14M +$1.3M +24,299 +45%
EIA
47
Edgemoor Investment Advisors
Maryland
$3.9M -$199K -3,703 -5%
NIG
48
NFJ Investment Group
Texas
$3.89M -$1.5M -27,932 -28%
Schroder Investment Management Group
49
Schroder Investment Management Group
United Kingdom
$3.52M -$1.84M -34,322 -34%
First Trust Advisors
50
First Trust Advisors
Illinois
$3.11M -$160K -2,991 -5%

MBUU Hedge Fund Activity: Q4 2022 in Review

183 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q4 2022, worth a combined $961M — up 4.6% from $919M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of MBUU and 22 opened new positions — a net loss of 1 holder — while 65 trimmed existing stakes and 65 added.

The largest buyer was Capital World Investors, adding an estimated $10.2M. The largest seller was Macquarie Group, cutting an estimated $12.9M.

  • 183 institutional investors held Malibu Boats (MBUU) as of Q4 2022, down from 187 in Q3 2022.
  • Funds reported $961M of Malibu Boats stock for Q4 2022, up 4.6% quarter-over-quarter.
  • 22 funds opened new Malibu Boats positions in Q4 2022 and 23 closed out, a net change of -1 holder.
  • The largest Malibu Boats buyer in Q4 2022 was Capital World Investors, an estimated $10.2M added.
  • The largest Malibu Boats seller in Q4 2022 was Macquarie Group, an estimated $12.9M sold.

Based on aggregated 13F filings for Q4 2022.