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Malibu Boats

185 hedge funds and large institutions have $1.07B invested in Malibu Boats in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 76 increasing their positions, 58 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $4.8M | Put options by funds: $2.37M

31% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 58

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

11% more capital invested

Capital invested by funds: $961M → $1.07B (+$108M)

1% more funds holding

Funds holding: 183185 (+2)

0.66% more ownership

Funds ownership: 92.31%92.97% (+0.66%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
185
Holders Change
+2
Holders Change %
+1.09%
% of All Funds
2.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
76
Reduced
58
Closed
16
Calls
$4.8M
Puts
$2.37M
Net Calls
+$2.43M
Net Calls Change
+$1.33M
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
101
Legal & General Group
United Kingdom
$575K +$28.5K +487 +5%
Stifel Financial
102
Stifel Financial
Missouri
$564K +$13.9K +237 +2%
AIG
103
American International Group
New York
$555K +$11.5K +196 +2%
GAM
104
Gotham Asset Management
New York
$546K -$403K -6,899 -42%
Jane Street
105
Jane Street
New York
$536K +$25.8K +441 +5%
Connor, Clark & Lunn Investment Management (CC&L)
106
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$513K +$531K +9,081 New
HAIM
107
Hunter Associates Investment Management
Pennsylvania
$506K +$233K +3,978 +83%
SCP
108
Seizert Capital Partners
Michigan
$504K -$123K -2,103 -19%
NYLIM
109
New York Life Investment Management
New York
$491K -$63.6K -1,087 -11%
SGI
110
Summit Global Investments
Utah
$463K +$480K +8,200 New
Citadel Advisors
111
Citadel Advisors
Florida
$461K +$477K +8,162 New
T. Rowe Price Associates
112
T. Rowe Price Associates
Maryland
$460K -$366K -6,252 -43%
VOYA Investment Management
113
VOYA Investment Management
Georgia
$452K -$5.21K -89 -1%
CL
114
CSS LLC
Illinois
$423K
MPM
115
Meritage Portfolio Management
Kansas
$417K -$2.81K -48 -0.6%
LOAMS
116
Lombard Odier Asset Management (Switzerland)
Switzerland
$412K
Janney Montgomery Scott
117
Janney Montgomery Scott
Pennsylvania
$394K +$408K +6,971 New
P
118
Pitcairn
Pennsylvania
$380K -$351 -6 -0.1%
ETC
119
Exchange Traded Concepts
Oklahoma
$380K -$27.5K -470 -7%
SO
120
STRS Ohio
Ohio
$378K +$392K +6,700 New
HW
121
Hancock Whitney
Mississippi
$376K -$58.3K -997 -13%
PTC
122
Petrus Trust Company
Texas
$367K
EGM
123
Engineers Gate Manager
New York
$349K +$362K +6,184 New
ASRS
124
Arizona State Retirement System
Arizona
$333K +$6.43K +110 +2%
State Board of Administration of Florida Retirement System
125
State Board of Administration of Florida Retirement System
Florida
$332K

MBUU Hedge Fund Activity: Q1 2023 in Review

185 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q1 2023, worth a combined $1.07B — up 11% from $961M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new MBUU positions and 16 closed out — a net gain of 2 holders — while 76 added to existing stakes and 58 trimmed.

The largest buyer was Vanguard Group, adding an estimated $5.03M. The largest seller was Prudential Financial, cutting an estimated $6.24M.

  • 185 institutional investors held Malibu Boats (MBUU) as of Q1 2023, up from 183 in Q4 2022.
  • Funds reported $1.07B of Malibu Boats stock for Q1 2023, up 11% quarter-over-quarter.
  • 18 funds opened new Malibu Boats positions in Q1 2023 and 16 closed out, a net change of +2 holders.
  • The largest Malibu Boats buyer in Q1 2023 was Vanguard Group, an estimated $5.03M added.
  • The largest Malibu Boats seller in Q1 2023 was Prudential Financial, an estimated $6.24M sold.

Based on aggregated 13F filings for Q1 2023.