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Malibu Boats

187 hedge funds and large institutions have $919M invested in Malibu Boats in 2022 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 62 increasing their positions, 72 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.62% less ownership

Funds ownership: 94.65%93.03% (-1.6%)

4% less funds holding

Funds holding: 194187 (-7)

10% less capital invested

Capital invested by funds: $1.02B → $919M (-$103M)

14% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 72

18% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 28

65% less call options, than puts

Call options by funds: $3.69M | Put options by funds: $10.4M

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
187
Holders Change
-7
Holders Change %
-3.61%
% of All Funds
3.22%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
62
Reduced
72
Closed
28
Calls
$3.69M
Puts
$10.4M
Net Calls
-$6.72M
Net Calls Change
-$1.44M
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
51
First Trust Advisors
Illinois
$2.94M -$481K -8,163 -12%
Qube Research & Technologies (QRT)
52
Qube Research & Technologies (QRT)
United Kingdom
$2.89M +$2.97M +50,391 +514%
ECM
53
ExodusPoint Capital Management
New York
$2.67M +$602K +10,208 +22%
Grantham, Mayo, Van Otterloo & Co (GMO)
54
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.57M +$3.15M +53,467 New
Swiss National Bank
55
Swiss National Bank
Switzerland
$2.33M -$41.3K -700 -1%
GC
56
Globeflex Capital
California
$1.99M
Massachusetts Financial Services
57
Massachusetts Financial Services
Massachusetts
$1.98M -$136K -2,312 -5%
Two Sigma Advisers
58
Two Sigma Advisers
New York
$1.74M +$2.14M +36,300 New
AQR Capital Management
59
AQR Capital Management
Connecticut
$1.72M +$869K +14,729 +69%
CCMG
60
Clark Capital Management Group
Pennsylvania
$1.52M +$1.87M +31,623 New
ACM
61
Ararat Capital Management
Connecticut
$1.48M -$17.6M -298,449 -91%
BGIM
62
Brandywine Global Investment Management
Pennsylvania
$1.48M -$45.4K -770 -2%
Neuberger Berman Group
63
Neuberger Berman Group
New York
$1.45M -$32.4K -550 -2%
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$1.3M -$578K -9,806 -27%
Invesco
65
Invesco
Georgia
$1.29M -$47.2K -800 -3%
KCM
66
Kornitzer Capital Management
Kansas
$1.28M
Prudential Financial
67
Prudential Financial
New Jersey
$1.27M +$371K +6,289 +31%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$1.26M +$104K +1,760 +7%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$1.23M -$68.3K -1,158 -4%
AllianceBernstein
70
AllianceBernstein
Tennessee
$1.23M
New York State Common Retirement Fund
71
New York State Common Retirement Fund
New York
$1.2M +$2.95K +50 +0.2%
Teacher Retirement System of Texas
72
Teacher Retirement System of Texas
Texas
$1.2M +$1.47M +24,938 New
SI
73
Shaker Investments
Ohio
$1.16M +$3.48K +59 +0.2%
DIA
74
Dana Investment Advisors
Wisconsin
$1.13M -$94.2K -1,597 -6%
BNP Paribas Financial Markets
75
BNP Paribas Financial Markets
France
$1.07M -$20.9K -355 -2%

MBUU Hedge Fund Activity: Q3 2022 in Review

187 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q3 2022, worth a combined $919M — down 10% from $1.02B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of MBUU and 23 opened new positions — a net loss of 5 holders — while 72 trimmed existing stakes and 62 added.

The largest buyer was Capital World Investors, adding an estimated $37M. The largest seller was Ararat Capital Management, cutting an estimated $17.6M.

  • 187 institutional investors held Malibu Boats (MBUU) as of Q3 2022, down from 194 in Q2 2022.
  • Funds reported $919M of Malibu Boats stock for Q3 2022, down 10% quarter-over-quarter.
  • 23 funds opened new Malibu Boats positions in Q3 2022 and 28 closed out, a net change of -5 holders.
  • The largest Malibu Boats buyer in Q3 2022 was Capital World Investors, an estimated $37M added.
  • The largest Malibu Boats seller in Q3 2022 was Ararat Capital Management, an estimated $17.6M sold.

Based on aggregated 13F filings for Q3 2022.