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Malibu Boats
MBUU

Overview Fund Activity

156 hedge funds and large institutions have $605M invested in Malibu Boats in 2020 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 46 increasing their positions, 59 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
+7
Holders Change %
+4.7%
% of All Funds
3.45%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
33
Increased
46
Reduced
59
Closed
24
Calls
$75K
Puts
$65K
Net Calls
+$10K
Net Calls Change
+$6.78M

Top Buyers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$13M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$8.09M
3
AI
Aperture Investors
New York
+$7.15M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$6.66M
5
WRF
Waddell & Reed Financial
Kansas
+$6.02M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$7.86M
2
BlackRock
BlackRock
New York
-$3.77M
3
LCM
Landscape Capital Management
New Jersey
-$3.45M
4
MPAM
Monarch Partners Asset Management
Massachusetts
-$2.76M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
AR
101
Advisory Research
Illinois
$349K +$349K +12,127 New
SRAM
102
Stone Ridge Asset Management
New York
$348K -$213K -7,400 -38%
AIG
103
American International Group
New York
$348K -$20.1K -699 -5%
Deutsche Bank
104
Deutsche Bank
Germany
$321K +$105K +3,665 +49%
SI
105
Shaker Investments
Ohio
$306K +$9.5K +330 +3%
OSAM
106
O'Shaughnessy Asset Management
Connecticut
$298K +$298K +10,355 New
BGIM
107
Brandywine Global Investment Management
Pennsylvania
$253K +$253K +8,760 New
MIM
108
MetLife Investment Management
New Jersey
$252K – – –
MERSOM
109
Municipal Employees' Retirement System of Michigan
Michigan
$250K – – –
MFIM
110
Mesirow Financial Investment Management
Illinois
$246K +$246K +8,542 New
State of Tennessee, Department of Treasury
111
State of Tennessee, Department of Treasury
Tennessee
$241K +$23.2K +806 +11%
AIMCA
112
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$239K +$239K +8,300 New
AA
113
ALPS Advisors
Colorado
$232K +$232K +8,072 New
P
114
Pitcairn
Pennsylvania
$220K +$220K +7,613 New
FHB
115
First Hawaiian Bank
Hawaii
$213K – – –
WCM
116
Weld Capital Management
New York
$211K +$211K +7,318 New
SG Americas Securities
117
SG Americas Securities
New York
$210K +$130K +4,518 +164%
RJFSA
118
Raymond James Financial Services Advisors
Florida
$208K -$17.7K -613 -8%
MLICM
119
Metropolitan Life Insurance Company (MetLife)
New York
$200K – – –
Barclays
120
Barclays
United Kingdom
$199K -$637K -22,150 -76%
MAM
121
Meeder Asset Management
Ohio
$199K +$17.7K +618 +10%
BNP Paribas Financial Markets
122
BNP Paribas Financial Markets
France
$193K +$106K +3,687 +123%
Fifth Third Bancorp
123
Fifth Third Bancorp
Ohio
$181K +$181K +6,287 New
Legal & General Group
124
Legal & General Group
United Kingdom
$158K -$28.7K -996 -15%
CAPTRUST Financial Advisors
125
CAPTRUST Financial Advisors
North Carolina
$119K -$25.6K -1,040 -18%
3 4
5
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