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Malibu Boats

183 hedge funds and large institutions have $961M invested in Malibu Boats in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 65 increasing their positions, 65 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more call options, than puts

Call options by funds: $2.28M | Put options by funds: $1.17M

5% more capital invested

Capital invested by funds: $919M → $961M (+$41.9M)

0% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 65

0.72% less ownership

Funds ownership: 93.03%92.31% (-0.72%)

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

2% less funds holding

Funds holding: 187183 (-4)

Holders
183
Holders Change
-4
Holders Change %
-2.14%
% of All Funds
2.94%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
65
Reduced
65
Closed
23
Calls
$2.28M
Puts
$1.17M
Net Calls
+$1.1M
Net Calls Change
+$7.83M
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
76
Victory Capital Management
Texas
$1.16M +$50.3K +938 +5%
SI
77
Shaker Investments
Ohio
$1.16M -$136K -2,536 -10%
CIC
78
Cornercap Investment Counsel
Georgia
$993K +$2.36K +44 +0.2%
JFG
79
Jefferies Financial Group
New York
$949K +$955K +17,800 New
Teacher Retirement System of Texas
80
Teacher Retirement System of Texas
Texas
$938K -$393K -7,336 -29%
RJFSA
81
Raymond James Financial Services Advisors
Florida
$887K +$2.79K +52 +0.3%
GAM
82
Gotham Asset Management
New York
$883K +$176K +3,283 +25%
Russell Investments Group
83
Russell Investments Group
United Kingdom
$877K +$354K +6,600 +67%
GCP
84
GSA Capital Partners
United Kingdom
$773K +$533K +9,938 +218%
LS
85
Livforsakringsbolaget Skandia
Sweden
$772K
T. Rowe Price Associates
86
T. Rowe Price Associates
Maryland
$768K +$9.81K +183 +1%
DTL
87
Dynamic Technology Lab
Singapore
$755K +$760K +14,170 New
Allianz Asset Management
88
Allianz Asset Management
Germany
$732K -$39.3K -732 -5%
Deutsche Bank
89
Deutsche Bank
Germany
$712K -$54.5K -1,016 -7%
RJA
90
Raymond James & Associates
Florida
$670K +$297K +5,539 +79%
FHB
91
First Hawaiian Bank
Hawaii
$664K
CCIA
92
Campbell & Co Investment Adviser
Maryland
$651K +$655K +12,210 New
AIA
93
Affinity Investment Advisors
California
$609K +$7.29K +136 +1%
VI
94
Vestcor Inc
New Brunswick, Canada
$597K
SCP
95
Seizert Capital Partners
Michigan
$588K
MIM
96
MetLife Investment Management
New Jersey
$573K -$37.2K -694 -6%
Wells Fargo
97
Wells Fargo
California
$546K -$75K -1,399 -12%
NYLIM
98
New York Life Investment Management
New York
$521K +$59.1K +1,103 +13%
Stifel Financial
99
Stifel Financial
Missouri
$520K -$14.6K -272 -3%
D.E. Shaw & Co
100
D.E. Shaw & Co
New York
$519K

MBUU Hedge Fund Activity: Q4 2022 in Review

183 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q4 2022, worth a combined $961M — up 4.6% from $919M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of MBUU and 22 opened new positions — a net loss of 1 holder — while 65 trimmed existing stakes and 65 added.

The largest buyer was Capital World Investors, adding an estimated $10.2M. The largest seller was Macquarie Group, cutting an estimated $12.9M.

  • 183 institutional investors held Malibu Boats (MBUU) as of Q4 2022, down from 187 in Q3 2022.
  • Funds reported $961M of Malibu Boats stock for Q4 2022, up 4.6% quarter-over-quarter.
  • 22 funds opened new Malibu Boats positions in Q4 2022 and 23 closed out, a net change of -1 holder.
  • The largest Malibu Boats buyer in Q4 2022 was Capital World Investors, an estimated $10.2M added.
  • The largest Malibu Boats seller in Q4 2022 was Macquarie Group, an estimated $12.9M sold.

Based on aggregated 13F filings for Q4 2022.