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Malibu Boats
MBUU

167 hedge funds and large institutions have $670M invested in Malibu Boats in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 68 increasing their positions, 41 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 41

0.15% less ownership

Funds ownership: 93.63% → 93.47% (-0.15%)

9% less funds holding

Funds holding: 184 → 167 (-17)

19% less capital invested

Capital invested by funds: $828M → $670M (-$158M)

33% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 45

40% less call options, than puts

Call options by funds: $3.01M | Put options by funds: $5.02M

Holders
167
Holders Change
-17
Holders Change %
-9.24%
% of All Funds
2.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
68
Reduced
41
Closed
45
Calls
$3.01M
Puts
$5.02M
Net Calls
-$2M
Net Calls Change
+$7.99M

Top Buyers

Rank Fund Capital Flow
1
Pzena Investment Management
Pzena Investment Management
New York
+$54.1M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$15M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$14.8M
4
BlackRock
BlackRock
New York
+$5.45M
5
LHC
Lodge Hill Capital
New York
+$5.08M

Top Sellers

Rank Fund Capital Flow
1
SAM
Southernsun Asset Management
Tennessee
-$20.6M
2
Invesco
Invesco
Georgia
-$20.5M
3
Macquarie Group
Macquarie Group
Australia
-$18.2M
4
American Century Companies
American Century Companies
Missouri
-$16.4M
5
Bessemer Group
Bessemer Group
New Jersey
-$13.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
LHC
26
Lodge Hill Capital
New York
$4.87M +$5.08M +138,864 New
Fidelity Investments
27
Fidelity Investments
Massachusetts
$4.41M +$10.9K +297 +0.2%
Ameriprise
28
Ameriprise
Minnesota
$4.26M -$2.03M -55,507 -31%
VIG
29
Vienna Insurance Group
Poland
$3.9M – – –
Assenagon Asset Management
30
Assenagon Asset Management
Luxembourg
$3.67M +$3.83M +104,651 New
Renaissance Technologies
31
Renaissance Technologies
New York
$3.64M -$3.14M -86,001 -45%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$3.63M +$308K +8,422 +9%
DLP
33
De Lisle Partners
United Kingdom
$3.52M – – –
NC
34
NBW Capital
Massachusetts
$3.33M -$53.7K -1,468 -2%
AQR Capital Management
35
AQR Capital Management
Connecticut
$3.09M +$2.35M +64,297 +268%
Nordea Investment Management
36
Nordea Investment Management
Sweden
$2.93M -$562K -15,357 -16%
Allspring Global Investments
37
Allspring Global Investments
North Carolina
$2.93M -$574K -15,708 -16%
N
38
Nuveen
North Carolina
$2.91M +$920K +25,164 +43%
LSV Asset Management
39
LSV Asset Management
Illinois
$2.81M – – –
LCM
40
Landscape Capital Management
New Jersey
$2.81M +$682K +18,648 +30%
Invesco
41
Invesco
Georgia
$2.4M -$20.5M -559,438 -89%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$2.24M +$120K +3,288 +5%
NIG
43
NFJ Investment Group
Texas
$2.2M -$146K -3,980 -6%
HA
44
Homestead Advisers
Virginia
$2.15M -$39.5K -1,079 -2%
DIA
45
Dean Investment Associates
Ohio
$2.03M +$402K +10,991 +23%
KOC
46
Koss-Olinger Consulting
Florida
$1.75M +$1.82M +49,909 New
EF
47
Empowered Funds
Pennsylvania
$1.68M -$12.9K -352 -0.7%
Swiss National Bank
48
Swiss National Bank
Switzerland
$1.42M – – –
VIM
49
Villanova Investment Management
Pennsylvania
$1.41M +$1.47M +40,262 New
QEI
50
QSV Equity Investors
Illinois
$1.38M +$483K +13,218 +50%
1
2
3 4 5

MBUU Hedge Fund Activity: Q2 2024 in Review

167 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q2 2024, worth a combined $670M — down 19% from $828M a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of MBUU and 30 opened new positions — a net loss of 15 holders — while 41 trimmed existing stakes and 68 added.

The largest buyer was Pzena Investment Management, opening a new position worth an estimated $54.1M. The largest seller was Southernsun Asset Management, exiting entirely with an estimated $20.6M sold.

  • 167 institutional investors held Malibu Boats (MBUU) as of Q2 2024, down from 184 in Q1 2024.
  • Funds reported $670M of Malibu Boats stock for Q2 2024, down 19% quarter-over-quarter.
  • 30 funds opened new Malibu Boats positions in Q2 2024 and 45 closed out, a net change of -15 holders.
  • The largest Malibu Boats buyer in Q2 2024 was Pzena Investment Management, an estimated $54.1M added.
  • The largest Malibu Boats seller in Q2 2024 was Southernsun Asset Management, an estimated $20.6M sold.

Based on aggregated 13F filings for Q2 2024.