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Malibu Boats

187 hedge funds and large institutions have $1.46B invested in Malibu Boats in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 61 increasing their positions, 78 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 192187 (-5)

3.33% less ownership

Funds ownership: 98.91%95.58% (-3.3%)

11% less capital invested

Capital invested by funds: $1.63B → $1.46B (-$174M)

15% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 27

22% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 78

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

37% less call options, than puts

Call options by funds: $2.89M | Put options by funds: $4.55M

Holders
187
Holders Change
-5
Holders Change %
-2.6%
% of All Funds
3.26%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
23
Increased
61
Reduced
78
Closed
27
Calls
$2.89M
Puts
$4.55M
Net Calls
-$1.66M
Net Calls Change
-$3.06M
Name Holding Trade Value Shares
Change
Change in
Stake
TD Asset Management
51
TD Asset Management
Ontario, Canada
$4.23M +$39.2K +492 +1%
Axa
52
Axa
France
$4.03M -$796K -10,000 -15%
First Trust Advisors
53
First Trust Advisors
Illinois
$3.81M +$831K +10,443 +25%
EIP
54
Epoch Investment Partners
New York
$3.71M +$39.2K +492 +1%
Goldman Sachs
55
Goldman Sachs
New York
$3.67M -$20.4M -255,937 -84%
Millennium Management
56
Millennium Management
New York
$3.45M -$2.56M -32,205 -41%
OAM
57
Oberweis Asset Management
Illinois
$3.42M +$69.2K +870 +2%
CCMG
58
Clark Capital Management Group
Pennsylvania
$3.37M +$153K +1,922 +4%
D.E. Shaw & Co
59
D.E. Shaw & Co
New York
$3.36M +$3.14M +39,463 +620%
Swiss National Bank
60
Swiss National Bank
Switzerland
$3.36M -$127K -1,600 -3%
CAM
61
ClariVest Asset Management
California
$3.23M -$462K -5,800 -12%
IECM
62
Intrinsic Edge Capital Management
Illinois
$3.12M -$796K -10,000 -19%
Citadel Advisors
63
Citadel Advisors
Florida
$2.9M +$3.14M +39,486 New
Calamos Advisors
64
Calamos Advisors
Illinois
$2.83M -$2.57M -32,336 -46%
PPA
65
Parametric Portfolio Associates
Washington
$2.7M +$28.8K +362 +1%
Neuberger Berman Group
66
Neuberger Berman Group
New York
$2.36M -$7.96K -100 -0.3%
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$2.1M +$14.2K +179 +0.6%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$2.1M -$218K -2,741 -9%
Prudential Financial
69
Prudential Financial
New Jersey
$1.99M -$243K -3,050 -10%
KCM
70
Kornitzer Capital Management
Kansas
$1.95M +$135K +1,700 +7%
DIA
71
Dana Investment Advisors
Wisconsin
$1.82M -$18.7K -235 -0.9%
Allianz Asset Management
72
Allianz Asset Management
Germany
$1.8M +$171K +2,152 +10%
Envestnet Asset Management
73
Envestnet Asset Management
Illinois
$1.77M +$79.8K +1,002 +4%
SI
74
Shaker Investments
Ohio
$1.74M +$1.19K +15 +0.1%
Victory Capital Management
75
Victory Capital Management
Texas
$1.68M -$7.56M -95,036 -81%

MBUU Hedge Fund Activity: Q2 2021 in Review

187 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q2 2021, worth a combined $1.46B — down 11% from $1.63B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of MBUU and 23 opened new positions — a net loss of 4 holders — while 78 trimmed existing stakes and 61 added.

The largest buyer was Macquarie Group, adding an estimated $75M. The largest seller was Lord, Abbett & Co, cutting an estimated $37.4M.

  • 187 institutional investors held Malibu Boats (MBUU) as of Q2 2021, down from 192 in Q1 2021.
  • Funds reported $1.46B of Malibu Boats stock for Q2 2021, down 11% quarter-over-quarter.
  • 23 funds opened new Malibu Boats positions in Q2 2021 and 27 closed out, a net change of -4 holders.
  • The largest Malibu Boats buyer in Q2 2021 was Macquarie Group, an estimated $75M added.
  • The largest Malibu Boats seller in Q2 2021 was Lord, Abbett & Co, an estimated $37.4M sold.

Based on aggregated 13F filings for Q2 2021.