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Malibu Boats

191 hedge funds and large institutions have $989M 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

78% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 51

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.68% less ownership

Funds ownership: 92.75%92.07% (-0.68%)

4% less funds holding

Funds holding: 198191 (-7)

12% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 26

25% less capital invested

Capital invested by funds: $1.31B → $989M (-$321M)

62% less call options, than puts

Call options by funds: $2.27M | Put options by funds: $6.01M

Holders
191
Holders Change
-7
Holders Change %
-3.54%
% 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
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
76
Invesco
Georgia
$1.32M +$232K +3,600 +19%
RhumbLine Advisers
77
RhumbLine Advisers
Massachusetts
$1.29M +$644 +10 +0%
UBS AM
78
UBS AM
Illinois
$1.2M +$8.05K +125 +0.6%
Prudential Financial
79
Prudential Financial
New Jersey
$1.14M -$7.15K -111 -0.6%
Deutsche Bank
80
Deutsche Bank
Germany
$1.07M -$101K -1,564 -8%
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$1.06M +$727K +11,278 +163%
LS
82
Livforsakringsbolaget Skandia
Sweden
$1.01M
RG
83
Renaissance Group
Kentucky
$1.01M +$58.3K +905 +6%
RJFSA
84
Raymond James Financial Services Advisors
Florida
$991K +$45.6K +707 +4%
CS
85
Credit Suisse
Switzerland
$962K +$103K +1,603 +11%
Citadel Advisors
86
Citadel Advisors
Florida
$958K -$386K -5,992 -27%
LOAMS
87
Lombard Odier Asset Management (Switzerland)
Switzerland
$893K
CSS
88
Cubist Systematic Strategies
Connecticut
$868K +$2.51K +39 +0.3%
AQR Capital Management
89
AQR Capital Management
Connecticut
$816K +$85.4K +1,326 +10%
Voloridge Investment Management
90
Voloridge Investment Management
Florida
$801K -$2.44M -37,827 -73%
CP
91
CenterBook Partners
Connecticut
$755K +$390K +6,057 +87%
T. Rowe Price Associates
92
T. Rowe Price Associates
Maryland
$740K +$110K +1,711 +15%
FHB
93
First Hawaiian Bank
Hawaii
$724K
VRS
94
Virginia Retirement Systems
Virginia
$719K +$245K +3,800 +44%
KOC
95
Koss-Olinger Consulting
Florida
$697K +$308K +4,772 +66%
Barclays
96
Barclays
United Kingdom
$674K -$1.28M -19,811 -63%
MIM
97
MetLife Investment Management
New Jersey
$663K +$259K +4,021 +54%
AIA
98
Affinity Investment Advisors
California
$655K
AIG
99
American International Group
New York
$597K -$46.7K -724 -7%
SGI
100
Summit Global Investments
Utah
$557K +$619K +9,600 New

MBUU Hedge Fund Activity: Q1 2022 in Review

191 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q1 2022, worth a combined $989M — down 25% from $1.31B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of MBUU and 23 opened new positions — a net loss of 3 holders — while 51 trimmed existing stakes and 91 added.

The largest buyer was Fidelity International, adding an estimated $24.3M. The largest seller was Massachusetts Financial Services, cutting an estimated $28.1M.

  • 191 institutional investors held Malibu Boats (MBUU) as of Q1 2022, down from 198 in Q4 2021.
  • Funds reported $989M of Malibu Boats stock for Q1 2022, down 25% quarter-over-quarter.
  • 23 funds opened new Malibu Boats positions in Q1 2022 and 26 closed out, a net change of -3 holders.
  • The largest Malibu Boats buyer in Q1 2022 was Fidelity International, an estimated $24.3M added.
  • The largest Malibu Boats seller in Q1 2022 was Massachusetts Financial Services, an estimated $28.1M sold.

Based on aggregated 13F filings for Q1 2022.