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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
Millennium Management
76
Millennium Management
New York
$1.3M +$1M +17,168 +296%
Balyasny Asset Management
77
Balyasny Asset Management
Illinois
$1.27M +$1.31M +22,457 New
SI
78
Shaker Investments
Ohio
$1.24M +$17.7K +303 +1%
GCP
79
GSA Capital Partners
United Kingdom
$1.24M +$437K +7,472 +52%
New York State Common Retirement Fund
80
New York State Common Retirement Fund
New York
$1.18M -$234K -4,002 -16%
D.E. Shaw & Co
81
D.E. Shaw & Co
New York
$1.17M +$638K +10,903 +112%
CIC
82
Cornercap Investment Counsel
Georgia
$1.05M
BNP Paribas Financial Markets
83
BNP Paribas Financial Markets
France
$1.03M +$543K +9,286 +103%
UBS AM
84
UBS AM
Illinois
$1.03M +$1.06M +18,210 New
Deutsche Bank
85
Deutsche Bank
Germany
$988K +$242K +4,141 +31%
Teacher Retirement System of Texas
86
Teacher Retirement System of Texas
Texas
$944K -$51.8K -886 -5%
CWA
87
CM Wealth Advisors
Ohio
$942K +$1.01M +17,242 New
CCIA
88
Campbell & Co Investment Adviser
Maryland
$941K +$261K +4,458 +37%
RJFSA
89
Raymond James Financial Services Advisors
Florida
$937K -$1.64K -28 -0.2%
LS
90
Livforsakringsbolaget Skandia
Sweden
$818K
RJA
91
Raymond James & Associates
Florida
$795K +$89.1K +1,523 +12%
Allianz Asset Management
92
Allianz Asset Management
Germany
$776K +$1.7K +29 +0.2%
FHB
93
First Hawaiian Bank
Hawaii
$703K
SG Americas Securities
94
SG Americas Securities
New York
$681K +$544K +9,307 +337%
Janus Henderson Group
95
Janus Henderson Group
United Kingdom
$674K +$205K +3,497 +41%
AIA
96
Affinity Investment Advisors
California
$648K +$3.68K +63 +0.6%
Wells Fargo
97
Wells Fargo
California
$644K +$68.4K +1,169 +11%
VI
98
Vestcor Inc
New Brunswick, Canada
$633K
MIM
99
MetLife Investment Management
New Jersey
$606K
Tudor Investment Corp
100
Tudor Investment Corp
Connecticut
$600K -$1.32M -22,630 -68%

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.