We are live on ! Find out more
MBUU icon

Malibu Boats

187 hedge funds and large institutions have $1.46B invested in Malibu Boats in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 61 increasing their positions, 78 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 192187 (-5)

3.33% less ownership

Funds ownership: 98.91%95.58% (-3.3%)

11% less capital invested

Capital invested by funds: $1.63B → $1.46B (-$174M)

15% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 27

22% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 78

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

37% less call options, than puts

Call options by funds: $2.89M | Put options by funds: $4.55M

Holders
187
Holders Change
-5
Holders Change %
-2.6%
% of All Funds
3.26%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
23
Increased
61
Reduced
78
Closed
27
Calls
$2.89M
Puts
$4.55M
Net Calls
-$1.66M
Net Calls Change
-$3.06M
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
126
Legal & General Group
United Kingdom
$372K -$5.97K -75 -1%
MWNA
127
Marshall Wace North America
New York
$367K +$399K +5,009 New
WG
128
Winton Group
United Kingdom
$364K -$230K -2,891 -37%
BCI
129
Brinker Capital Investments
Pennsylvania
$335K -$169K -2,119 -32%
ACI
130
AMP Capital Investors
Australia
$327K
SGI
131
Summit Global Investments
Utah
$323K +$350K +4,400 New
DM
132
Delphi Management
Massachusetts
$315K +$341K +4,290 New
AB
133
Amalgamated Bank
New York
$287K +$76.6K +963 +33%
XT
134
XTX Topco
Cayman Islands
$286K +$310K +3,901 New
SG Americas Securities
135
SG Americas Securities
New York
$284K -$641K -8,053 -68%
GAM
136
Gotham Asset Management
New York
$280K -$72K -904 -19%
Verition Fund Management
137
Verition Fund Management
Connecticut
$273K +$297K +3,726 New
AA
138
ALPS Advisors
Colorado
$270K
MCM
139
Maryland Capital Management
Maryland
$267K -$46.9K -589 -14%
QC
140
Quadrature Capital
United Kingdom
$266K +$289K +3,633 New
BCM
141
Bridgeway Capital Management
Texas
$264K
ED
142
Exane Derivatives
France
$249K -$88.8K -1,116 -25%
CIP
143
Cornerstone Investment Partners
Georgia
$247K
Principal Financial Group
144
Principal Financial Group
Iowa
$243K -$93.8K -1,179 -26%
IB
145
Intrust Bank
Kansas
$240K -$49.8K -626 -16%
SAI
146
Systematic Alpha Investments
New Jersey
$236K +$223K +2,800 New
Stifel Financial
147
Stifel Financial
Missouri
$231K +$16.5K +207 +7%
DT
148
Diversified Trust
Tennessee
$230K
Bank of Montreal
149
Bank of Montreal
Ontario, Canada
$213K +$183K +2,294 +383%
HR
150
Howe & Rusling
New York
$194K +$207K +2,597 +4,900%

MBUU Hedge Fund Activity: Q2 2021 in Review

187 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q2 2021, worth a combined $1.46B — down 11% from $1.63B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of MBUU and 23 opened new positions — a net loss of 4 holders — while 78 trimmed existing stakes and 61 added.

The largest buyer was Macquarie Group, adding an estimated $75M. The largest seller was Lord, Abbett & Co, cutting an estimated $37.4M.

  • 187 institutional investors held Malibu Boats (MBUU) as of Q2 2021, down from 192 in Q1 2021.
  • Funds reported $1.46B of Malibu Boats stock for Q2 2021, down 11% quarter-over-quarter.
  • 23 funds opened new Malibu Boats positions in Q2 2021 and 27 closed out, a net change of -4 holders.
  • The largest Malibu Boats buyer in Q2 2021 was Macquarie Group, an estimated $75M added.
  • The largest Malibu Boats seller in Q2 2021 was Lord, Abbett & Co, an estimated $37.4M sold.

Based on aggregated 13F filings for Q2 2021.