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Malibu Boats

194 hedge funds and large institutions have $1.02B invested in Malibu Boats in 2022 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 62 increasing their positions, 67 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

31% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 26

2.57% more ownership

Funds ownership: 92.07%94.65% (+2.6%)

2% more funds holding

Funds holding: 191194 (+3)

3% more capital invested

Capital invested by funds: $989M → $1.02B (+$33.9M)

7% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 67

63% less call options, than puts

Call options by funds: $3.1M | Put options by funds: $8.39M

Holders
194
Holders Change
+3
Holders Change %
+1.57%
% of All Funds
3.27%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
34
Increased
62
Reduced
67
Closed
26
Calls
$3.1M
Puts
$8.39M
Net Calls
-$5.29M
Net Calls Change
-$1.55M
Name Holding Trade Value Shares
Change
Change in
Stake
Squarepoint
101
Squarepoint
New York
$605K -$982K -18,092 -61%
MIM
102
MetLife Investment Management
New Jersey
$603K
AIA
103
Affinity Investment Advisors
California
$595K
CLOS
104
Compagnie Lombard Odier SCmA
Switzerland
$590K +$97.7K +1,800 +19%
TI
105
Trexquant Investment
Connecticut
$580K +$598K +11,009 New
SCP
106
Seizert Capital Partners
Michigan
$535K +$552K +10,159 New
AWM
107
AE Wealth Management
Kansas
$533K +$549K +10,120 New
Qube Research & Technologies (QRT)
108
Qube Research & Technologies (QRT)
United Kingdom
$517K +$533K +9,813 New
AIG
109
American International Group
New York
$512K -$31.5K -580 -6%
Legal & General Group
110
Legal & General Group
United Kingdom
$482K -$9.12K -168 -2%
Janus Henderson Group
111
Janus Henderson Group
United Kingdom
$465K -$19.5K -359 -4%
ETC
112
Exchange Traded Concepts
Oklahoma
$440K -$17.8K -328 -4%
AI
113
Atom Investors
Texas
$435K +$448K +8,257 New
VOYA Investment Management
114
VOYA Investment Management
Georgia
$427K -$9.39K -173 -2%
NYLIM
115
New York Life Investment Management
New York
$424K +$436K +8,039 New
HW
116
Hancock Whitney
Mississippi
$413K -$17.6K -325 -4%
M&T Bank
117
M&T Bank
New York
$412K +$211K +3,881 +99%
Stifel Financial
118
Stifel Financial
Missouri
$402K -$73.7K -1,357 -15%
VI
119
Versor Investments
New York
$401K +$413K +7,616 New
MPM
120
Meritage Portfolio Management
Kansas
$367K -$8.74K -161 -2%
Barclays
121
Barclays
United Kingdom
$362K -$258K -4,754 -41%
P
122
Pitcairn
Pennsylvania
$354K -$13.9K -256 -4%
FF
123
FourThought Financial
Florida
$325K +$165K +3,035 +97%
RJA
124
Raymond James & Associates
Florida
$322K -$37.7K -695 -10%
Handelsbanken Fonder
125
Handelsbanken Fonder
Sweden
$322K

MBUU Hedge Fund Activity: Q2 2022 in Review

194 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q2 2022, worth a combined $1.02B — up 3.4% from $989M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new MBUU positions and 26 closed out — a net gain of 8 holders — while 62 added to existing stakes and 67 trimmed.

The largest buyer was Fidelity International, adding an estimated $15.2M. The largest seller was Massachusetts Financial Services, cutting an estimated $25.4M.

  • 194 institutional investors held Malibu Boats (MBUU) as of Q2 2022, up from 191 in Q1 2022.
  • Funds reported $1.02B of Malibu Boats stock for Q2 2022, up 3.4% quarter-over-quarter.
  • 34 funds opened new Malibu Boats positions in Q2 2022 and 26 closed out, a net change of +8 holders.
  • The largest Malibu Boats buyer in Q2 2022 was Fidelity International, an estimated $15.2M added.
  • The largest Malibu Boats seller in Q2 2022 was Massachusetts Financial Services, an estimated $25.4M sold.

Based on aggregated 13F filings for Q2 2022.