Malibu Boats
MBUU
169 hedge funds and large institutions have $756M invested in Malibu Boats in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 57 increasing their positions, 56 reducing their positions, and 25 closing their positions.
13% more capital invested
Capital invested by funds: $670M → $756M (+$86.8M)
12% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 25
4% more ownership
Funds ownership: 93.47% → 97.47% (+4%)
1% more funds holding
Funds holding: 167 → 169 (+2)
2% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 56
41% less call options, than puts
Call options by funds: $3.76M | Put options by funds: $6.41M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$32.3M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
+$7.96M |
| 3 |
LHC
Lodge Hill Capital
New York
|
+$5.94M |
| 4 |
MIM
Meros Investment Management
Dallas,
Texas
|
+$3.82M |
| 5 |
CIP
Chartwell Investment Partners
Berywn,
Pennsylvania
|
+$2.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$12.7M |
| 2 |
JP Morgan Chase
New York
|
-$10M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$7.54M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$5.51M |
| 5 |
SC
Shellback Capital
Boston,
Massachusetts
|
-$4.71M |
MBUU Hedge Fund Activity: Q3 2024 in Review
169 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q3 2024, worth a combined $756M — up 13% from $670M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new MBUU positions and 25 closed out — a net gain of 3 holders — while 57 added to existing stakes and 56 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $32.3M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $12.7M sold.
- 169 institutional investors held Malibu Boats (MBUU) as of Q3 2024, up from 167 in Q2 2024.
- Funds reported $756M of Malibu Boats stock for Q3 2024, up 13% quarter-over-quarter.
- 28 funds opened new Malibu Boats positions in Q3 2024 and 25 closed out, a net change of +3 holders.
- The largest Malibu Boats buyer in Q3 2024 was Wellington Management Group, an estimated $32.3M added.
- The largest Malibu Boats seller in Q3 2024 was Lord, Abbett & Co, an estimated $12.7M sold.
Based on aggregated 13F filings for Q3 2024.