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Malibu Boats
MBUU

Overview Fund Activity

182 hedge funds and large institutions have $827M invested in Malibu Boats in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 71 increasing their positions, 45 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
+4
Holders Change %
+2.25%
% of All Funds
2.64%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
36
Increased
71
Reduced
45
Closed
32
Calls
$2.22M
Puts
$12.2M
Net Calls
-$9.99M
Net Calls Change
+$16.9M

Top Buyers

1
CB
Cooke & Bieler
Pennsylvania
+$18.5M
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$12.1M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$9.45M
4
Invesco
Invesco
Georgia
+$8.81M
5
SC
Shellback Capital
Massachusetts
+$7.95M

Top Sellers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$29.4M
2
American Century Companies
American Century Companies
Missouri
-$16.8M
3
Fidelity International
Fidelity International
Bermuda
-$15.6M
4
EIP
Epoch Investment Partners
New York
-$13M
5
Lazard Asset Management
Lazard Asset Management
New York
-$9.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wellington Management Group
26
Wellington Management Group
Massachusetts
$7.58M +$4.78M +110,507 +171%
ZCM
27
Ziegler Capital Management
Illinois
$7.19M +$4.85M +112,108 +208%
CP
28
CenterBook Partners
Connecticut
$6.94M +$5.45M +125,864 +366%
Morgan Stanley
29
Morgan Stanley
New York
$5.76M -$5.87M -135,727 -50%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$5.43M +$5.4M +124,686 +15,904%
Goldman Sachs
31
Goldman Sachs
New York
$5.08M +$2.49M +57,488 +96%
VIG
32
Vienna Insurance Group
Poland
$4.81M – – –
DLP
33
De Lisle Partners
United Kingdom
$4.34M +$4.34M +100,369 New
Allspring Global Investments
34
Allspring Global Investments
North Carolina
$4.29M +$936K +21,626 +28%
Nordea Investment Management
35
Nordea Investment Management
Sweden
$4.22M -$46.2K -1,078 -1%
D.E. Shaw & Co
36
D.E. Shaw & Co
New York
$4.22M +$3.86M +89,212 +1,084%
NC
37
NBW Capital
Massachusetts
$4.17M +$86.4K +1,996 +2%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$4.12M -$249K -5,763 -6%
First Trust Advisors
39
First Trust Advisors
Illinois
$3.81M +$179K +4,139 +5%
LSV Asset Management
40
LSV Asset Management
Illinois
$3.47M -$342K -7,900 -9%
SEI Investments
41
SEI Investments
Pennsylvania
$3.32M -$2.21M -51,115 -40%
NIG
42
NFJ Investment Group
Texas
$2.89M -$2.29K -53 -0.1%
HA
43
Homestead Advisers
Virginia
$2.71M -$1.15M -26,600 -30%
LCM
44
Landscape Capital Management
New Jersey
$2.66M +$1.33M +30,620 +99%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$2.62M +$674K +15,577 +35%
PAMP
46
Polar Asset Management Partners
Ontario, Canada
$2.6M +$2.6M +60,000 New
Nuveen Asset Management
47
Nuveen Asset Management
Illinois
$2.51M – – –
EF
48
Empowered Funds
Pennsylvania
$2.09M +$367K +8,480 +21%
DIA
49
Dean Investment Associates
Ohio
$2.03M +$500K +11,564 +33%
Swiss National Bank
50
Swiss National Bank
Switzerland
$1.75M – – –
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