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Malibu Boats

191 hedge funds and large institutions have $989M invested in Malibu Boats in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 91 increasing their positions, 51 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 51

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.68% less ownership

Funds ownership: 92.75%92.07% (-0.68%)

4% less funds holding

Funds holding: 198191 (-7)

12% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 26

25% less capital invested

Capital invested by funds: $1.31B → $989M (-$321M)

62% less call options, than puts

Call options by funds: $2.27M | Put options by funds: $6.01M

Holders
191
Holders Change
-7
Holders Change %
-3.54%
% of All Funds
3.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
91
Reduced
51
Closed
26
Calls
$2.27M
Puts
$6.01M
Net Calls
-$3.74M
Net Calls Change
+$800K
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
51
First Trust Advisors
Illinois
$3.2M +$1.29M +20,044 +57%
PPA
52
Parametric Portfolio Associates
Washington
$3.19M +$1.01M +15,670 +40%
CCMG
53
Clark Capital Management Group
Pennsylvania
$3.06M -$75.5K -1,171 -2%
AllianceBernstein
54
AllianceBernstein
Tennessee
$3.03M -$16.4M -254,117 -83%
HA
55
Homestead Advisers
Virginia
$3.02M +$920K +14,278 +38%
Swiss National Bank
56
Swiss National Bank
Switzerland
$2.86M +$226K +3,500 +8%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$2.66M +$343K +5,328 +13%
OAM
58
Oberweis Asset Management
Illinois
$2.45M +$623K +9,670 +30%
WTC
59
WhitTier Trust Company
Nevada
$2.34M +$451K +6,993 +21%
GC
60
Globeflex Capital
California
$2.22M
VIM
61
VELA Investment Management
Ohio
$2.19M +$404K +6,276 +20%
D.E. Shaw & Co
62
D.E. Shaw & Co
New York
$1.89M -$964K -14,965 -31%
BGIM
63
Brandywine Global Investment Management
Pennsylvania
$1.86M +$2.06M +32,000 New
Neuberger Berman Group
64
Neuberger Berman Group
New York
$1.78M -$96.7K -1,500 -5%
Morgan Stanley
65
Morgan Stanley
New York
$1.78M -$472K -7,324 -19%
Squarepoint
66
Squarepoint
New York
$1.72M +$1.44M +22,282 +306%
LPL Financial
67
LPL Financial
California
$1.71M -$545K -8,456 -22%
Allianz Asset Management
68
Allianz Asset Management
Germany
$1.61M -$76K -1,180 -4%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$1.55M -$147K -2,280 -8%
KCM
70
Kornitzer Capital Management
Kansas
$1.54M
DIA
71
Dana Investment Advisors
Wisconsin
$1.51M +$92.2K +1,431 +6%
New York State Common Retirement Fund
72
New York State Common Retirement Fund
New York
$1.45M +$1.03K +16 +0.1%
Wells Fargo
73
Wells Fargo
California
$1.43M -$259K -4,014 -14%
SI
74
Shaker Investments
Ohio
$1.4M +$14.3K +222 +0.9%
Victory Capital Management
75
Victory Capital Management
Texas
$1.37M +$26.7K +414 +2%

MBUU Hedge Fund Activity: Q1 2022 in Review

191 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q1 2022, worth a combined $989M — down 25% from $1.31B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of MBUU and 23 opened new positions — a net loss of 3 holders — while 51 trimmed existing stakes and 91 added.

The largest buyer was Fidelity International, adding an estimated $24.3M. The largest seller was Massachusetts Financial Services, cutting an estimated $28.1M.

  • 191 institutional investors held Malibu Boats (MBUU) as of Q1 2022, down from 198 in Q4 2021.
  • Funds reported $989M of Malibu Boats stock for Q1 2022, down 25% quarter-over-quarter.
  • 23 funds opened new Malibu Boats positions in Q1 2022 and 26 closed out, a net change of -3 holders.
  • The largest Malibu Boats buyer in Q1 2022 was Fidelity International, an estimated $24.3M added.
  • The largest Malibu Boats seller in Q1 2022 was Massachusetts Financial Services, an estimated $28.1M sold.

Based on aggregated 13F filings for Q1 2022.