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Malibu Boats

204 hedge funds and large institutions have $1.36B invested in Malibu Boats in 2021 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 78 increasing their positions, 64 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 15

22% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 64

9% more funds holding

Funds holding: 187204 (+17)

2.18% less ownership

Funds ownership: 95.58%93.41% (-2.2%)

7% less capital invested

Capital invested by funds: $1.46B → $1.36B (-$98.2M)

43% less call options, than puts

Call options by funds: $5.53M | Put options by funds: $9.63M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
204
Holders Change
+17
Holders Change %
+9.09%
% of All Funds
3.57%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
34
Increased
78
Reduced
64
Closed
15
Calls
$5.53M
Puts
$9.63M
Net Calls
-$4.11M
Net Calls Change
-$2.44M
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
76
Kornitzer Capital Management
Kansas
$1.86M
Deutsche Bank
77
Deutsche Bank
Germany
$1.8M +$283K +3,773 +17%
New York State Common Retirement Fund
78
New York State Common Retirement Fund
New York
$1.75M -$274K -3,644 -13%
DIA
79
Dana Investment Advisors
Wisconsin
$1.72M -$18.3K -243 -1%
CSS
80
Cubist Systematic Strategies
Connecticut
$1.68M +$289K +3,845 +19%
SI
81
Shaker Investments
Ohio
$1.67M +$4.96K +66 +0.3%
Victory Capital Management
82
Victory Capital Management
Texas
$1.65M +$47.5K +633 +3%
RhumbLine Advisers
83
RhumbLine Advisers
Massachusetts
$1.61M +$67.6K +900 +4%
IECM
84
Intrinsic Edge Capital Management
Illinois
$1.57M -$1.5M -20,000 -47%
First Trust Advisors
85
First Trust Advisors
Illinois
$1.57M -$2.22M -29,518 -57%
Invesco
86
Invesco
Georgia
$1.46M +$174K +2,318 +12%
Two Sigma Investments
87
Two Sigma Investments
New York
$1.46M +$1.56M +20,800 New
UBS AM
88
UBS AM
Illinois
$1.4M +$16.1K +215 +1%
DCM
89
Divisar Capital Management
California
$1.4M +$1.5M +20,000 New
FQ
90
First Quadrant
California
$1.35M
APG Asset Management
91
APG Asset Management
Netherlands
$1.31M -$37.6K -500 -2%
GT
92
Glenmede Trust
Pennsylvania
$1.25M -$181K -2,410 -12%
LS
93
Livforsakringsbolaget Skandia
Sweden
$1.22M
Barclays
94
Barclays
United Kingdom
$1.19M +$534K +7,104 +72%
CS
95
Credit Suisse
Switzerland
$1.12M +$10.5K +140 +0.9%
RJFSA
96
Raymond James Financial Services Advisors
Florida
$1.1M +$226K +3,003 +24%
RG
97
Renaissance Group
Kentucky
$1.08M +$175K +2,336 +18%
LOAMS
98
Lombard Odier Asset Management (Switzerland)
Switzerland
$988K +$1.16M +15,400 New
US Bancorp
99
US Bancorp
Minnesota
$936K -$162K -2,152 -14%
WTC
100
WhitTier Trust Company
Nevada
$885K +$950K +12,649 New

MBUU Hedge Fund Activity: Q3 2021 in Review

204 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q3 2021, worth a combined $1.36B — down 6.7% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new MBUU positions and 15 closed out — a net gain of 19 holders — while 78 added to existing stakes and 64 trimmed.

The largest buyer was London Company of Virginia, opening a new position worth an estimated $20.9M. The largest seller was Lord, Abbett & Co, cutting an estimated $85.2M.

  • 204 institutional investors held Malibu Boats (MBUU) as of Q3 2021, up from 187 in Q2 2021.
  • Funds reported $1.36B of Malibu Boats stock for Q3 2021, down 6.7% quarter-over-quarter.
  • 34 funds opened new Malibu Boats positions in Q3 2021 and 15 closed out, a net change of +19 holders.
  • The largest Malibu Boats buyer in Q3 2021 was London Company of Virginia, an estimated $20.9M added.
  • The largest Malibu Boats seller in Q3 2021 was Lord, Abbett & Co, an estimated $85.2M sold.

Based on aggregated 13F filings for Q3 2021.