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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
Osaic Holdings
151
Osaic Holdings
Arizona
$188K -$4.7K -59 -2%
Zurich Cantonal Bank
152
Zurich Cantonal Bank
Switzerland
$167K
UBS Group
153
UBS Group
Switzerland
$160K -$335K -4,215 -66%
AIP
154
Ameritas Investment Partners
Nebraska
$127K
Citigroup
155
Citigroup
New York
$106K -$1.05M -13,214 -90%
Canada Life
156
Canada Life
Manitoba, Canada
$90K
HIA
157
Harbor Investment Advisory
Maryland
$77K
Fidelity Investments
158
Fidelity Investments
Massachusetts
$73K
QT
159
Quantbot Technologies
New York
$65K +$71.2K +895 New
PCG
160
Private Capital Group
Connecticut
$62K
CAPTRUST Financial Advisors
161
CAPTRUST Financial Advisors
North Carolina
$59K -$178K -2,237 -73%
PHK
162
Point72 Hong Kong
Hong Kong
$58K +$56.4K +708 +908%
BNP Paribas Financial Markets
163
BNP Paribas Financial Markets
France
$56.9K -$168K -2,117 -73%
PNC Financial Services Group
164
PNC Financial Services Group
Pennsylvania
$55K +$6.84K +86 +13%
SPIA
165
Steward Partners Investment Advisory
New York
$44K +$11.4K +143 +31%
HNB
166
Huntington National Bank
Ohio
$25K
Northwestern Mutual Wealth Management
167
Northwestern Mutual Wealth Management
Wisconsin
$18K +$19.2K +241 New
WT
168
Whittier Trust
California
$18K +$19.9K +250 New
Fifth Third Bancorp
169
Fifth Third Bancorp
Ohio
$13K -$12K -151 -46%
FMII
170
Farmers & Merchants Investments Inc
Nebraska
$12K
FHC
171
First Horizon Corporation
Tennessee
$9K
HI
172
Harbour Investments
Wisconsin
$9K +$2.15K +27 +27%
Simplex Trading
173
Simplex Trading
Illinois
$8K -$97.5K -1,225 -91%
PMFA
174
Plante Moran Financial Advisors
Michigan
$8K
CFGS
175
Concourse Financial Group Securities
Alabama
$8K +$1.51K +19 +20%

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.