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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
Balyasny Asset Management
101
Balyasny Asset Management
Illinois
$549K +$610K +9,465 New
CLOS
102
Compagnie Lombard Odier SCmA
Switzerland
$545K
Legal & General Group
103
Legal & General Group
United Kingdom
$541K +$11.2K +174 +2%
Janus Henderson Group
104
Janus Henderson Group
United Kingdom
$533K -$72K -1,117 -11%
Stifel Financial
105
Stifel Financial
Missouri
$521K +$6.19K +96 +1%
Holocene Advisors
106
Holocene Advisors
New York
$508K +$565K +8,762 New
ETC
107
Exchange Traded Concepts
Oklahoma
$503K +$13.1K +204 +2%
VOYA Investment Management
108
VOYA Investment Management
Georgia
$480K +$12.9K +200 +2%
HW
109
Hancock Whitney
Mississippi
$473K -$48.6K -754 -8%
MPM
110
Meritage Portfolio Management
Kansas
$413K +$459K +7,127 New
P
111
Pitcairn
Pennsylvania
$405K -$15K -233 -3%
OAM
112
Oppenheimer Asset Management
New York
$399K +$12.1K +187 +3%
RJA
113
Raymond James & Associates
Florida
$394K +$214K +3,314 +95%
Osaic Holdings
114
Osaic Holdings
Arizona
$393K +$62.5K +970 +18%
IA
115
IndexIQ Advisors
New York
$378K +$420K +6,517 New
Handelsbanken Fonder
116
Handelsbanken Fonder
Sweden
$354K
AA
117
ALPS Advisors
Colorado
$340K +$27.8K +432 +8%
State Board of Administration of Florida Retirement System
118
State Board of Administration of Florida Retirement System
Florida
$337K
ASRS
119
Arizona State Retirement System
Arizona
$327K +$1.42K +22 +0.4%
HC
120
Henshaw Capital
Massachusetts
$316K
JMPWA
121
JP Morgan Private Wealth Advisors
California
$294K +$967 +15 +0.3%
SGAM
122
Smith Group Asset Management
Texas
$282K -$227K -3,525 -42%
CGH
123
Crossmark Global Holdings
Texas
$277K +$36.7K +570 +14%
GAM
124
Gotham Asset Management
New York
$274K +$113K +1,750 +59%
FA
125
FDx Advisors
Illinois
$262K +$83.6K +1,297 +40%

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.