Malibu Boats
MBUU
180 hedge funds and large institutions have $930M invested in Malibu Boats in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 73 increasing their positions, 50 reducing their positions, and 38 closing their positions.
46% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 50
0.51% more ownership
Funds ownership: 91.87% → 92.37% (+0.51%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less funds holding
Funds holding: 191 → 180 (-11)
16% less capital invested
Capital invested by funds: $1.11B → $930M (-$182M)
26% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 38
33% less call options, than puts
Call options by funds: $3.03M | Put options by funds: $4.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
+$5.8M |
| 2 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
+$5.6M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$4.99M |
| 4 |
FWIA
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
+$3.88M |
| 5 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$3.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$5.7M |
| 2 |
AI
Aperture Investors
New York
|
-$4.5M |
| 3 |
EIA
Edgemoor Investment Advisors
Bethesda,
Maryland
|
-$4.18M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
-$4.12M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
-$4M |
MBUU Hedge Fund Activity: Q3 2023 in Review
180 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q3 2023, worth a combined $930M — down 16% from $1.11B a quarter earlier.
Sellers outnumbered buyers: 38 funds closed out of MBUU and 28 opened new positions — a net loss of 10 holders — while 50 trimmed existing stakes and 73 added.
The largest buyer was Dimensional Fund Advisors, adding an estimated $5.8M. The largest seller was Royce & Associates, exiting entirely with an estimated $5.7M sold.
- 180 institutional investors held Malibu Boats (MBUU) as of Q3 2023, down from 191 in Q2 2023.
- Funds reported $930M of Malibu Boats stock for Q3 2023, down 16% quarter-over-quarter.
- 28 funds opened new Malibu Boats positions in Q3 2023 and 38 closed out, a net change of -10 holders.
- The largest Malibu Boats buyer in Q3 2023 was Dimensional Fund Advisors, an estimated $5.8M added.
- The largest Malibu Boats seller in Q3 2023 was Royce & Associates, an estimated $5.7M sold.
Based on aggregated 13F filings for Q3 2023.