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Malibu Boats

183 hedge funds and large institutions have $961M invested in Malibu Boats in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 65 increasing their positions, 65 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more call options, than puts

Call options by funds: $2.28M | Put options by funds: $1.17M

5% more capital invested

Capital invested by funds: $919M → $961M (+$41.9M)

0% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 65

0.72% less ownership

Funds ownership: 93.03%92.31% (-0.72%)

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

2% less funds holding

Funds holding: 187183 (-4)

Holders
183
Holders Change
-4
Holders Change %
-2.14%
% of All Funds
2.94%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
65
Reduced
65
Closed
23
Calls
$2.28M
Puts
$1.17M
Net Calls
+$1.1M
Net Calls Change
+$7.83M
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
101
Legal & General Group
United Kingdom
$517K +$7.99K +149 +2%
AIG
102
American International Group
New York
$513K -$1.88K -35 -0.4%
Jane Street
103
Jane Street
New York
$482K +$131K +2,442 +37%
BNP Paribas Financial Markets
104
BNP Paribas Financial Markets
France
$479K -$715K -13,327 -60%
Janus Henderson Group
105
Janus Henderson Group
United Kingdom
$450K -$9.54K -178 -2%
VOYA Investment Management
106
VOYA Investment Management
Georgia
$431K
HW
107
Hancock Whitney
Mississippi
$408K -$1.72K -32 -0.4%
YIH
108
Y-Intercept (HK)
Hong Kong
$400K -$148K -2,763 -27%
CL
109
CSS LLC
Illinois
$400K +$80.4K +1,500 +25%
MPM
110
Meritage Portfolio Management
Kansas
$396K +$12.5K +234 +3%
LOAMS
111
Lombard Odier Asset Management (Switzerland)
Switzerland
$389K -$601K -11,200 -61%
ETC
112
Exchange Traded Concepts
Oklahoma
$384K -$33.6K -627 -8%
P
113
Pitcairn
Pennsylvania
$359K -$6.65K -124 -2%
PTC
114
Petrus Trust Company
Texas
$347K +$115K +2,140 +49%
KI
115
Kula Investments
Illinois
$336K +$338K +6,307 New
CEI
116
Clark Estates Inc
New York
$320K +$322K +6,000 New
State Board of Administration of Florida Retirement System
117
State Board of Administration of Florida Retirement System
Florida
$313K +$3.22K +60 +1%
AA
118
ALPS Advisors
Colorado
$311K
Millennium Management
119
Millennium Management
New York
$310K -$613K -11,429 -66%
ASRS
120
Arizona State Retirement System
Arizona
$308K +$11.4K +213 +4%
MFIM
121
Mesirow Financial Investment Management
Illinois
$308K
HC
122
Henshaw Capital
Massachusetts
$290K
Principal Financial Group
123
Principal Financial Group
Iowa
$289K +$291K +5,425 New
CL
124
CIM LLC
New York
$270K +$10.5K +196 +5%
Bank of Montreal
125
Bank of Montreal
Ontario, Canada
$268K +$39.1K +730 +17%

MBUU Hedge Fund Activity: Q4 2022 in Review

183 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q4 2022, worth a combined $961M — up 4.6% from $919M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of MBUU and 22 opened new positions — a net loss of 1 holder — while 65 trimmed existing stakes and 65 added.

The largest buyer was Capital World Investors, adding an estimated $10.2M. The largest seller was Macquarie Group, cutting an estimated $12.9M.

  • 183 institutional investors held Malibu Boats (MBUU) as of Q4 2022, down from 187 in Q3 2022.
  • Funds reported $961M of Malibu Boats stock for Q4 2022, up 4.6% quarter-over-quarter.
  • 22 funds opened new Malibu Boats positions in Q4 2022 and 23 closed out, a net change of -1 holder.
  • The largest Malibu Boats buyer in Q4 2022 was Capital World Investors, an estimated $10.2M added.
  • The largest Malibu Boats seller in Q4 2022 was Macquarie Group, an estimated $12.9M sold.

Based on aggregated 13F filings for Q4 2022.