Malibu Boats
MBUU
167 hedge funds and large institutions have $670M invested in Malibu Boats in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 68 increasing their positions, 41 reducing their positions, and 45 closing their positions.
66% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 41
0.15% less ownership
Funds ownership: 93.63% → 93.47% (-0.15%)
9% less funds holding
Funds holding: 184 → 167 (-17)
19% less capital invested
Capital invested by funds: $828M → $670M (-$158M)
33% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 45
40% less call options, than puts
Call options by funds: $3.01M | Put options by funds: $5.02M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pzena Investment Management
New York
|
+$54.1M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$15M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$14.8M |
| 4 |
BlackRock
New York
|
+$5.45M |
| 5 |
LHC
Lodge Hill Capital
New York
|
+$5.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Southernsun Asset Management
Memphis,
Tennessee
|
-$20.6M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$20.5M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$18.2M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$16.4M |
| 5 |
Bessemer Group
Woodbridge,
New Jersey
|
-$13.3M |
MBUU Hedge Fund Activity: Q2 2024 in Review
167 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q2 2024, worth a combined $670M — down 19% from $828M a quarter earlier.
Sellers outnumbered buyers: 45 funds closed out of MBUU and 30 opened new positions — a net loss of 15 holders — while 41 trimmed existing stakes and 68 added.
The largest buyer was Pzena Investment Management, opening a new position worth an estimated $54.1M. The largest seller was Southernsun Asset Management, exiting entirely with an estimated $20.6M sold.
- 167 institutional investors held Malibu Boats (MBUU) as of Q2 2024, down from 184 in Q1 2024.
- Funds reported $670M of Malibu Boats stock for Q2 2024, down 19% quarter-over-quarter.
- 30 funds opened new Malibu Boats positions in Q2 2024 and 45 closed out, a net change of -15 holders.
- The largest Malibu Boats buyer in Q2 2024 was Pzena Investment Management, an estimated $54.1M added.
- The largest Malibu Boats seller in Q2 2024 was Southernsun Asset Management, an estimated $20.6M sold.
Based on aggregated 13F filings for Q2 2024.