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Malibu Boats
MBUU

Overview Fund Activity

184 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
Holders
184
Holders Change
+2
Holders Change %
+1.1%
% of All Funds
2.94%
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

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$74.8M
2
Morgan Stanley
Morgan Stanley
New York
$8.35M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$45.1M
4
American Century Companies
American Century Companies
Missouri
$81.6M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$6.54M

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
$2.8M
2
Goldman Sachs
Goldman Sachs
New York
$7.52M
3
PAIM
Punch & Associates Investment Management
Minnesota
$9.88M
4
SC
Shellback Capital
Massachusetts
$11.2M
5
TCM
TimesSquare Capital Management
New York
$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
26
Shellback Capital
Massachusetts
$11.2M -$2.51M -44,414 -18%
Bank of America
27
Bank of America
North Carolina
$10.9M +$1.16M +20,591 +12%
PAIM
28
Punch & Associates Investment Management
Minnesota
$9.88M -$2.55M -45,203 -21%
Bessemer Group
29
Bessemer Group
New Jersey
$9.79M +$1.71M +30,227 +21%
Nuveen Asset Management
30
Nuveen Asset Management
Illinois
$9.71M +$387K +6,852 +4%
Ameriprise
31
Ameriprise
Minnesota
$9.01M -$313K -5,551 -3%
Morgan Stanley
32
Morgan Stanley
New York
$8.35M +$3.05M +54,014 +58%
Goldman Sachs
33
Goldman Sachs
New York
$7.52M -$3.52M -62,298 -32%
Allspring Global Investments
34
Allspring Global Investments
North Carolina
$7.39M -$193K -3,417 -3%
SEI Investments
35
SEI Investments
Pennsylvania
$7.22M +$172K +3,041 +2%
Assenagon Asset Management
36
Assenagon Asset Management
Luxembourg
$7.08M +$2.14M +37,972 +43%
Grantham, Mayo, Van Otterloo & Co (GMO)
37
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$6.54M +$2.15M +38,167 +49%
VIG
38
Vienna Insurance Group
Poland
$6.28M – – –
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$6.02M +$286K +5,059 +5%
UBS Group
40
UBS Group
Switzerland
$5.99M +$220K +3,892 +4%
LSV Asset Management
41
LSV Asset Management
Illinois
$5.84M – – –
NC
42
NBW Capital
Massachusetts
$5.41M +$59.7K +1,058 +1%
Nordea Investment Management
43
Nordea Investment Management
Sweden
$5.36M +$15K +273 +0.3%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$5.11M -$198K -3,510 -4%
RA
45
Royce & Associates
New York
$5.04M -$531K -9,400 -10%
HA
46
Homestead Advisers
Virginia
$5.03M +$7.73K +137 +0.2%
Schroder Investment Management Group
47
Schroder Investment Management Group
United Kingdom
$4.55M +$820K +14,526 +22%
EIA
48
Edgemoor Investment Advisors
Maryland
$4.1M -$35.8K -635 -0.9%
NIG
49
NFJ Investment Group
Texas
$4.03M -$91.4K -1,620 -2%
First Trust Advisors
50
First Trust Advisors
Illinois
$3.88M +$590K +10,445 +18%
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