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Malibu Boats

191 hedge funds and large institutions have $989M invested in Malibu Boats in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 91 increasing their positions, 51 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 51

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.68% less ownership

Funds ownership: 92.75%92.07% (-0.68%)

4% less funds holding

Funds holding: 198191 (-7)

12% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 26

25% less capital invested

Capital invested by funds: $1.31B → $989M (-$321M)

62% less call options, than puts

Call options by funds: $2.27M | Put options by funds: $6.01M

Holders
191
Holders Change
-7
Holders Change %
-3.54%
% of All Funds
3.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
91
Reduced
51
Closed
26
Calls
$2.27M
Puts
$6.01M
Net Calls
-$3.74M
Net Calls Change
+$800K
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
126
Maryland Capital Management
Maryland
$254K -$19.4K -301 -6%
Teacher Retirement System of Texas
127
Teacher Retirement System of Texas
Texas
$251K +$24.2K +375 +10%
Bank of Montreal
128
Bank of Montreal
Ontario, Canada
$239K +$19.2K +298 +9%
ET
129
Equitable Trust
Tennessee
$236K +$263K +4,074 New
B
130
BloombergSen
Ontario, Canada
$232K +$258K +4,000 New
Assenagon Asset Management
131
Assenagon Asset Management
Luxembourg
$232K +$258K +4,005 New
Marshall Wace
132
Marshall Wace
United Kingdom
$227K -$343K -5,325 -58%
M&T Bank
133
M&T Bank
New York
$227K +$20.7K +322 +9%
ProShare Advisors
134
ProShare Advisors
Maryland
$226K -$41.6K -646 -14%
Principal Financial Group
135
Principal Financial Group
Iowa
$220K +$17.5K +271 +8%
HR
136
Howe & Rusling
New York
$214K +$234K +3,624 +5,752%
SW
137
SkyOak Wealth
Michigan
$211K +$4.25K +66 +2%
YWP
138
YorkBridge Wealth Partners
New York
$208K +$231K +3,590 New
AB
139
Amalgamated Bank
New York
$196K -$17.1K -266 -7%
AF
140
Amalgamated Financial
New York
$196K +$218K +3,381 New
FF
141
FourThought Financial
Florida
$182K +$55K +854 +38%
BNP Paribas Financial Markets
142
BNP Paribas Financial Markets
France
$140K -$356K -5,527 -70%
Zurich Cantonal Bank
143
Zurich Cantonal Bank
Switzerland
$132K
Macquarie Group
144
Macquarie Group
Australia
$128K +$6.15M +95,474 +5%
Citigroup
145
Citigroup
New York
$110K -$369K -5,727 -75%
CAPTRUST Financial Advisors
146
CAPTRUST Financial Advisors
North Carolina
$107K +$66.7K +1,035 +128%
ED
147
Exane Derivatives
France
$106K -$23.8K -370 -17%
PI
148
PEAK6 Investments
Illinois
$96K +$37.9K +588 +55%
AIP
149
Ameritas Investment Partners
Nebraska
$92K
Canada Life
150
Canada Life
Manitoba, Canada
$76K

MBUU Hedge Fund Activity: Q1 2022 in Review

191 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q1 2022, worth a combined $989M — down 25% from $1.31B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of MBUU and 23 opened new positions — a net loss of 3 holders — while 51 trimmed existing stakes and 91 added.

The largest buyer was Fidelity International, adding an estimated $24.3M. The largest seller was Massachusetts Financial Services, cutting an estimated $28.1M.

  • 191 institutional investors held Malibu Boats (MBUU) as of Q1 2022, down from 198 in Q4 2021.
  • Funds reported $989M of Malibu Boats stock for Q1 2022, down 25% quarter-over-quarter.
  • 23 funds opened new Malibu Boats positions in Q1 2022 and 26 closed out, a net change of -3 holders.
  • The largest Malibu Boats buyer in Q1 2022 was Fidelity International, an estimated $24.3M added.
  • The largest Malibu Boats seller in Q1 2022 was Massachusetts Financial Services, an estimated $28.1M sold.

Based on aggregated 13F filings for Q1 2022.