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Malibu Boats

185 hedge funds and large institutions have $1.07B invested in Malibu Boats in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 76 increasing their positions, 58 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $4.8M | Put options by funds: $2.37M

31% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 58

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

11% more capital invested

Capital invested by funds: $961M → $1.07B (+$108M)

1% more funds holding

Funds holding: 183185 (+2)

0.66% more ownership

Funds ownership: 92.31%92.97% (+0.66%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
185
Holders Change
+2
Holders Change %
+1.09%
% of All Funds
2.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
76
Reduced
58
Closed
16
Calls
$4.8M
Puts
$2.37M
Net Calls
+$2.43M
Net Calls Change
+$1.33M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
26
Shellback Capital
Massachusetts
$11.2M -$2.6M -44,414 -18%
Bank of America
27
Bank of America
North Carolina
$10.9M +$1.2M +20,591 +12%
PAIM
28
Punch & Associates Investment Management
Minnesota
$9.88M -$2.64M -45,203 -21%
Bessemer Group
29
Bessemer Group
New Jersey
$9.79M +$1.77M +30,227 +21%
N
30
Nuveen
North Carolina
$9.71M +$401K +6,852 +4%
Ameriprise
31
Ameriprise
Minnesota
$9.01M -$325K -5,551 -3%
Morgan Stanley
32
Morgan Stanley
New York
$8.35M +$3.16M +54,014 +58%
Goldman Sachs
33
Goldman Sachs
New York
$7.52M -$3.64M -62,298 -32%
Allspring Global Investments
34
Allspring Global Investments
North Carolina
$7.39M -$200K -3,417 -3%
SEI Investments
35
SEI Investments
Pennsylvania
$7.22M +$178K +3,041 +2%
Assenagon Asset Management
36
Assenagon Asset Management
Luxembourg
$7.08M +$2.22M +37,972 +43%
Grantham, Mayo, Van Otterloo & Co (GMO)
37
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$6.54M +$2.23M +38,167 +49%
VIG
38
Vienna Insurance Group
Poland
$6.28M
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$6.02M +$296K +5,059 +5%
UBS Group
40
UBS Group
Switzerland
$5.99M +$228K +3,892 +4%
LSV Asset Management
41
LSV Asset Management
Illinois
$5.84M
NC
42
NBW Capital
Massachusetts
$5.41M +$61.9K +1,058 +1%
Nordea Investment Management
43
Nordea Investment Management
Sweden
$5.36M +$16K +273 +0.3%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$5.11M -$205K -3,510 -4%
RA
45
Royce & Associates
New York
$5.04M -$550K -9,400 -10%
HA
46
Homestead Advisers
Virginia
$5.03M +$8.01K +137 +0.2%
Schroder Investment Management Group
47
Schroder Investment Management Group
United Kingdom
$4.55M +$850K +14,526 +22%
EIA
48
Edgemoor Investment Advisors
Maryland
$4.1M -$37.1K -635 -0.9%
NIG
49
NFJ Investment Group
Texas
$4.03M -$94.7K -1,620 -2%
First Trust Advisors
50
First Trust Advisors
Illinois
$3.88M +$611K +10,445 +18%

MBUU Hedge Fund Activity: Q1 2023 in Review

185 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q1 2023, worth a combined $1.07B — up 11% from $961M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new MBUU positions and 16 closed out — a net gain of 2 holders — while 76 added to existing stakes and 58 trimmed.

The largest buyer was Vanguard Group, adding an estimated $5.03M. The largest seller was Prudential Financial, cutting an estimated $6.24M.

  • 185 institutional investors held Malibu Boats (MBUU) as of Q1 2023, up from 183 in Q4 2022.
  • Funds reported $1.07B of Malibu Boats stock for Q1 2023, up 11% quarter-over-quarter.
  • 18 funds opened new Malibu Boats positions in Q1 2023 and 16 closed out, a net change of +2 holders.
  • The largest Malibu Boats buyer in Q1 2023 was Vanguard Group, an estimated $5.03M added.
  • The largest Malibu Boats seller in Q1 2023 was Prudential Financial, an estimated $6.24M sold.

Based on aggregated 13F filings for Q1 2023.