Malibu Boats
MBUU
180 hedge funds and large institutions have $1.05B invested in Malibu Boats in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 55 increasing their positions, 70 reducing their positions, and 28 closing their positions.
13% more capital invested
Capital invested by funds: $930M → $1.05B (+$122M)
1.7% more ownership
Funds ownership: 92.37% → 94.07% (+1.7%)
4% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 28
0% more funds holding
Funds holding: 180 → 180 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
21% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 70
89% less call options, than puts
Call options by funds: $3.46M | Put options by funds: $30.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$14.3M |
| 2 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
+$11.5M |
| 3 |
BlackRock
New York
|
+$8.37M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$5.27M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$4.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$10.6M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$5.67M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$5.66M |
| 4 |
Goldman Sachs
New York
|
-$4.19M |
| 5 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$2.85M |
MBUU Hedge Fund Activity: Q4 2023 in Review
180 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q4 2023, worth a combined $1.05B — up 13% from $930M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new MBUU positions and 28 closed out — a net gain of 1 holder — while 55 added to existing stakes and 70 trimmed.
The largest buyer was Invesco, adding an estimated $14.3M. The largest seller was Arrowstreet Capital, cutting an estimated $10.6M.
- 180 institutional investors held Malibu Boats (MBUU) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $1.05B of Malibu Boats stock for Q4 2023, up 13% quarter-over-quarter.
- 29 funds opened new Malibu Boats positions in Q4 2023 and 28 closed out, a net change of +1 holder.
- The largest Malibu Boats buyer in Q4 2023 was Invesco, an estimated $14.3M added.
- The largest Malibu Boats seller in Q4 2023 was Arrowstreet Capital, an estimated $10.6M sold.
Based on aggregated 13F filings for Q4 2023.