Malibu Boats
MBUU
156 hedge funds and large institutions have $605M invested in Malibu Boats in 2020 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 46 increasing their positions, 59 reducing their positions, and 24 closing their positions.
38% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 24
15% more call options, than puts
Call options by funds: $75K | Put options by funds: $65K
5% more funds holding
Funds holding: 149 → 156 (+7)
3.1% more ownership
Funds ownership: 99.02% → 102.12% (+3.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
22% less repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 59
27% less capital invested
Capital invested by funds: $830M → $605M (-$225M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$18M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$11.2M |
| 3 |
AI
Aperture Investors
New York
|
+$9.86M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$9.19M |
| 5 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$8.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$10.8M |
| 2 |
BlackRock
New York
|
-$5.2M |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$3.45M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.19M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$3.03M |
MBUU Hedge Fund Activity: Q1 2020 in Review
156 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q1 2020, worth a combined $605M — down 27% from $830M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new MBUU positions and 24 closed out — a net gain of 9 holders — while 46 added to existing stakes and 59 trimmed.
The largest buyer was Lord, Abbett & Co, adding an estimated $18M. The largest seller was Lazard Asset Management, cutting an estimated $10.8M.
- 156 institutional investors held Malibu Boats (MBUU) as of Q1 2020, up from 149 in Q4 2019.
- Funds reported $605M of Malibu Boats stock for Q1 2020, down 27% quarter-over-quarter.
- 33 funds opened new Malibu Boats positions in Q1 2020 and 24 closed out, a net change of +9 holders.
- The largest Malibu Boats buyer in Q1 2020 was Lord, Abbett & Co, an estimated $18M added.
- The largest Malibu Boats seller in Q1 2020 was Lazard Asset Management, an estimated $10.8M sold.
Based on aggregated 13F filings for Q1 2020.