MBUU icon

Malibu Boats
MBUU

Overview Fund Activity

190 hedge funds and large institutions have $988M 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
Holders
190
Holders Change
-7
Holders Change %
-3.55%
% 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

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$21.9M
2
EIP
Epoch Investment Partners
New York
+$9.94M
3
AI
Aperture Investors
New York
+$4.91M
4
Russell Investments Group
Russell Investments Group
United Kingdom
+$4.62M
5
American Century Companies
American Century Companies
Missouri
+$3.69M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$25.3M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$14.7M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$12.2M
4
PAM
Panagora Asset Management
Massachusetts
-$3.3M
5
RA
Royce & Associates
New York
-$3.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Trust Advisors
51
First Trust Advisors
Illinois
$3.2M +$1.16M +20,044 +57%
PPA
52
Parametric Portfolio Associates
Washington
$3.19M +$909K +15,670 +40%
CCMG
53
Clark Capital Management Group
Pennsylvania
$3.06M -$67.9K -1,171 -2%
AllianceBernstein
54
AllianceBernstein
Tennessee
$3.03M -$14.7M -254,117 -83%
HA
55
Homestead Advisers
Virginia
$3.02M +$828K +14,278 +38%
Swiss National Bank
56
Swiss National Bank
Switzerland
$2.86M +$203K +3,500 +8%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$2.66M +$309K +5,328 +13%
OAM
58
Oberweis Asset Management
Illinois
$2.45M +$561K +9,670 +30%
WTC
59
WhitTier Trust Company
Nevada
$2.34M +$406K +6,993 +21%
GC
60
Globeflex Capital
California
$2.22M – – –
VIM
61
VELA Investment Management
Ohio
$2.19M +$364K +6,276 +20%
D.E. Shaw & Co
62
D.E. Shaw & Co
New York
$1.89M -$868K -14,965 -31%
BGIM
63
Brandywine Global Investment Management
Pennsylvania
$1.86M +$1.86M +32,000 New
Neuberger Berman Group
64
Neuberger Berman Group
New York
$1.78M -$87K -1,500 -5%
Morgan Stanley
65
Morgan Stanley
New York
$1.78M -$425K -7,324 -19%
Squarepoint
66
Squarepoint
New York
$1.72M +$1.29M +22,282 +306%
LPL Financial
67
LPL Financial
California
$1.71M -$491K -8,456 -22%
Allianz Asset Management
68
Allianz Asset Management
Germany
$1.61M -$68.5K -1,180 -4%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$1.55M -$132K -2,280 -8%
KCM
70
Kornitzer Capital Management
Kansas
$1.54M – – –
DIA
71
Dana Investment Advisors
Wisconsin
$1.51M +$83K +1,431 +6%
New York State Common Retirement Fund
72
New York State Common Retirement Fund
New York
$1.45M +$928 +16 +0.1%
Wells Fargo
73
Wells Fargo
California
$1.43M -$233K -4,014 -14%
SI
74
Shaker Investments
Ohio
$1.4M +$12.9K +222 +0.9%
Victory Capital Management
75
Victory Capital Management
Texas
$1.37M +$23.1K +414 +2%
1 2
3
4 5