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Malibu Boats
MBUU

Overview Fund Activity

178 hedge funds and large institutions have $1.05B invested in Malibu Boats in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 55 increasing their positions, 70 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
-1
Holders Change %
-0.56%
% of All Funds
2.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
28
Increased
55
Reduced
70
Closed
28
Calls
$3.46M
Puts
$30.3M
Net Calls
-$26.9M
Net Calls Change
-$25.4M

Top Buyers

1
Invesco
Invesco
Georgia
$23.3M
2
CB
Cooke & Bieler
Pennsylvania
$50.5M
3
BlackRock
BlackRock
New York
$89.4M
4
American Century Companies
American Century Companies
Missouri
$83M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$5.17M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$3.79M
2
Vanguard Group
Vanguard Group
Pennsylvania
$68.4M
3
UBS Group
UBS Group
Switzerland
$1.62M
4
Goldman Sachs
Goldman Sachs
New York
$3.29M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
$4.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$9.58M -$580K -10,588 -6%
CI Investments Inc
27
CI Investments Inc
Ontario, Canada
$8.37M -$2.57M -46,800 -23%
Ameriprise
28
Ameriprise
Minnesota
$7.44M +$1.38M +25,173 +23%
SEI Investments
29
SEI Investments
Pennsylvania
$7.01M +$277K +5,048 +4%
VIG
30
Vienna Insurance Group
Poland
$6.1M – – –
Bank of New York Mellon
31
Bank of New York Mellon
New York
$5.53M +$488K +8,894 +10%
Nordea Investment Management
32
Nordea Investment Management
Sweden
$5.48M -$140K -2,541 -2%
NC
33
NBW Capital
Massachusetts
$5.17M -$309K -5,644 -6%
Lord, Abbett & Co
34
Lord, Abbett & Co
New Jersey
$5.17M +$5.17M +94,353 New
HA
35
Homestead Advisers
Virginia
$4.89M – – –
LSV Asset Management
36
LSV Asset Management
Illinois
$4.82M -$189K -3,439 -4%
First Trust Advisors
37
First Trust Advisors
Illinois
$4.6M +$532K +9,709 +13%
Allspring Global Investments
38
Allspring Global Investments
North Carolina
$4.25M -$3.26M -59,519 -43%
Arrowstreet Capital
39
Arrowstreet Capital
Massachusetts
$3.79M -$12.1M -220,081 -76%
SC
40
Shellback Capital
Massachusetts
$3.77M +$1.73M +31,566 +85%
NIG
41
NFJ Investment Group
Texas
$3.67M -$279K -5,094 -7%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$3.61M -$1.36M -24,778 -27%
Wellington Management Group
43
Wellington Management Group
Massachusetts
$3.55M +$2.69M +49,141 +315%
Goldman Sachs
44
Goldman Sachs
New York
$3.29M -$4.79M -87,394 -59%
Nuveen Asset Management
45
Nuveen Asset Management
Illinois
$3.18M +$28.8K +525 +0.9%
BGIM
46
Brandywine Global Investment Management
Pennsylvania
$3.05M -$317K -5,782 -9%
ZCM
47
Ziegler Capital Management
Illinois
$2.96M +$2.96M +53,914 New
AQR Capital Management
48
AQR Capital Management
Connecticut
$2.53M -$2.62M -47,868 -51%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$2.47M +$258K +4,712 +12%
Barclays
50
Barclays
United Kingdom
$2.41M +$648K +11,817 +37%
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