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Malibu Boats

185 hedge funds and large institutions have $1.07B invested in Malibu Boats in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 76 increasing their positions, 58 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $4.8M | Put options by funds: $2.37M

31% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 58

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

11% more capital invested

Capital invested by funds: $961M → $1.07B (+$108M)

1% more funds holding

Funds holding: 183185 (+2)

0.66% more ownership

Funds ownership: 92.31%92.97% (+0.66%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
185
Holders Change
+2
Holders Change %
+1.09%
% of All Funds
2.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
76
Reduced
58
Closed
16
Calls
$4.8M
Puts
$2.37M
Net Calls
+$2.43M
Net Calls Change
+$1.33M
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
51
AQR Capital Management
Connecticut
$3.71M +$1.58M +27,001 +70%
BGIM
52
Brandywine Global Investment Management
Pennsylvania
$3.06M +$42.2K +721 +1%
CP
53
CenterBook Partners
Connecticut
$2.92M +$996K +17,035 +49%
Prudential Financial
54
Prudential Financial
New Jersey
$2.8M -$6.24M -106,773 -68%
Swiss National Bank
55
Swiss National Bank
Switzerland
$2.48M -$327K -5,600 -11%
GC
56
Globeflex Capital
California
$2.34M
Massachusetts Financial Services
57
Massachusetts Financial Services
Massachusetts
$2.32M -$67.9K -1,161 -3%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$2.01M -$862K -14,745 -29%
Invesco
59
Invesco
Georgia
$1.94M +$223K +3,807 +12%
Barclays
60
Barclays
United Kingdom
$1.93M +$363K +6,202 +22%
Two Sigma Advisers
61
Two Sigma Advisers
New York
$1.89M +$117K +2,000 +6%
CSS
62
Cubist Systematic Strategies
Connecticut
$1.67M -$1.13M -19,373 -40%
VRS
63
Virginia Retirement Systems
Virginia
$1.67M +$292K +5,000 +20%
Qube Research & Technologies (QRT)
64
Qube Research & Technologies (QRT)
United Kingdom
$1.65M -$1.59M -27,159 -48%
Man Group
65
Man Group
United Kingdom
$1.58M -$1.45M -24,819 Closed
Russell Investments Group
66
Russell Investments Group
United Kingdom
$1.57M +$663K +11,333 +69%
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$1.55M +$51.5K +880 +3%
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$1.54M +$103K +1,764 +7%
KCM
69
Kornitzer Capital Management
Kansas
$1.5M
Victory Capital Management
70
Victory Capital Management
Texas
$1.46M +$246K +4,202 +19%
AllianceBernstein
71
AllianceBernstein
Tennessee
$1.45M
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$1.44M -$30.8K -526 -2%
DIA
73
Dana Investment Advisors
Wisconsin
$1.42M -$68K -1,163 -4%
CS
74
Credit Suisse
Switzerland
$1.38M +$76.3K +1,304 +6%
Neuberger Berman Group
75
Neuberger Berman Group
New York
$1.36M -$337K -5,767 -19%

MBUU Hedge Fund Activity: Q1 2023 in Review

185 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q1 2023, worth a combined $1.07B — up 11% from $961M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new MBUU positions and 16 closed out — a net gain of 2 holders — while 76 added to existing stakes and 58 trimmed.

The largest buyer was Vanguard Group, adding an estimated $5.03M. The largest seller was Prudential Financial, cutting an estimated $6.24M.

  • 185 institutional investors held Malibu Boats (MBUU) as of Q1 2023, up from 183 in Q4 2022.
  • Funds reported $1.07B of Malibu Boats stock for Q1 2023, up 11% quarter-over-quarter.
  • 18 funds opened new Malibu Boats positions in Q1 2023 and 16 closed out, a net change of +2 holders.
  • The largest Malibu Boats buyer in Q1 2023 was Vanguard Group, an estimated $5.03M added.
  • The largest Malibu Boats seller in Q1 2023 was Prudential Financial, an estimated $6.24M sold.

Based on aggregated 13F filings for Q1 2023.