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Malibu Boats
MBUU

Overview Fund Activity

189 hedge funds and large institutions have $1.11B invested in Malibu Boats in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 70 increasing their positions, 70 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+5
Holders Change %
+2.72%
% of All Funds
2.98%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
70
Reduced
70
Closed
14
Calls
$3.33M
Puts
$3.41M
Net Calls
-$76K
Net Calls Change
-$2.51M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$35.6M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$5.39M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$3.14M
4
Bessemer Group
Bessemer Group
New Jersey
+$2.68M
5
Stifel Financial
Stifel Financial
Missouri
+$2.48M

Top Sellers

1
TCM
TimesSquare Capital Management
New York
-$11.4M
2
AI
Aperture Investors
New York
-$11.1M
3
FWIA
Fort Washington Investment Advisors
Ohio
-$10.4M
4
SC
Shellback Capital
Massachusetts
-$8.51M
5
PAIM
Punch & Associates Investment Management
Minnesota
-$6.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$9.59M +$917K +15,629 +11%
Ameriprise
27
Ameriprise
Minnesota
$8.39M -$966K -16,465 -10%
Goldman Sachs
28
Goldman Sachs
New York
$8.34M +$524K +8,925 +7%
Nuveen Asset Management
29
Nuveen Asset Management
Illinois
$7.74M -$2.34M -39,931 -23%
SEI Investments
30
SEI Investments
Pennsylvania
$7.51M – – –
Allspring Global Investments
31
Allspring Global Investments
North Carolina
$7.36M -$315K -5,364 -4%
Grantham, Mayo, Van Otterloo & Co (GMO)
32
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$7.32M +$521K +8,890 +8%
VIG
33
Vienna Insurance Group
Poland
$6.53M – – –
UBS Group
34
UBS Group
Switzerland
$6.47M +$249K +4,247 +4%
Nordea Investment Management
35
Nordea Investment Management
Sweden
$6.11M +$380K +6,438 +7%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$5.99M -$269K -4,580 -4%
NC
37
NBW Capital
Massachusetts
$5.83M +$206K +3,520 +4%
RA
38
Royce & Associates
New York
$5.7M +$463K +7,900 +9%
LSV Asset Management
39
LSV Asset Management
Illinois
$5.48M -$590K -10,061 -10%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$5.48M +$168K +2,868 +3%
HA
41
Homestead Advisers
Virginia
$5.23M – – –
AI
42
Aperture Investors
New York
$4.5M -$11.1M -188,445 -71%
NIG
43
NFJ Investment Group
Texas
$4.19M -$3.75K -64 -0.1%
EIA
44
Edgemoor Investment Advisors
Maryland
$4.18M -$78.4K -1,336 -2%
AQR Capital Management
45
AQR Capital Management
Connecticut
$4.15M +$292K +4,976 +8%
Schroder Investment Management Group
46
Schroder Investment Management Group
United Kingdom
$4.12M -$607K -10,342 -13%
PAIM
47
Punch & Associates Investment Management
Minnesota
$3.6M -$6.66M -113,515 -65%
First Trust Advisors
48
First Trust Advisors
Illinois
$3.55M -$481K -8,198 -12%
Qube Research & Technologies (QRT)
49
Qube Research & Technologies (QRT)
United Kingdom
$3.53M +$1.82M +30,994 +106%
BGIM
50
Brandywine Global Investment Management
Pennsylvania
$3.22M +$43.5K +741 +1%
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