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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
FHB
101
First Hawaiian Bank
Hawaii
$874K +$469K +6,239 +100%
ECM
102
ExodusPoint Capital Management
New York
$836K +$290K +3,858 +48%
T. Rowe Price Associates
103
T. Rowe Price Associates
Maryland
$798K +$1.2K +16 +0.1%
AIG
104
American International Group
New York
$794K -$20.2K -269 -2%
Two Sigma Advisers
105
Two Sigma Advisers
New York
$791K -$458K -6,100 -35%
AIA
106
Affinity Investment Advisors
California
$787K -$7.13K -95 -0.8%
AQR Capital Management
107
AQR Capital Management
Connecticut
$729K -$589K -7,843 -43%
HW
108
Hancock Whitney
Mississippi
$699K -$300 -4 -0%
CLOS
109
Compagnie Lombard Odier SCmA
Switzerland
$658K +$706K +9,400 New
VRS
110
Virginia Retirement Systems
Virginia
$651K -$300K -4,000 -30%
Legal & General Group
111
Legal & General Group
United Kingdom
$640K +$305K +4,067 +80%
CCIA
112
Campbell & Co Investment Adviser
Maryland
$628K +$233K +3,100 +53%
SGAM
113
Smith Group Asset Management
Texas
$602K -$10.9K -145 -2%
HF
114
HRT Financial
New York
$590K +$634K +8,441 New
VOYA Investment Management
115
VOYA Investment Management
Georgia
$575K -$14M -187,040 -96%
Stifel Financial
116
Stifel Financial
Missouri
$575K +$381K +5,066 +161%
Janus Henderson Group
117
Janus Henderson Group
United Kingdom
$541K +$148K +1,974 +34%
SG Americas Securities
118
SG Americas Securities
New York
$536K +$284K +3,784 +98%
P
119
Pitcairn
Pennsylvania
$520K +$976 +13 +0.2%
MIM
120
MetLife Investment Management
New Jersey
$519K
TGAM
121
TBH Global Asset Management
Tennessee
$504K +$541K +7,209 New
RJA
122
Raymond James & Associates
Florida
$501K -$80.5K -1,072 -13%
ETC
123
Exchange Traded Concepts
Oklahoma
$487K +$523K +6,959 New
HSBC Holdings
124
HSBC Holdings
United Kingdom
$480K +$513K +6,835 New
MCIA
125
Mountain Capital Investment Advisors
Colorado
$471K +$11.8K +157 +2%

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.