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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
MLICM
151
Metropolitan Life Insurance Company (MetLife)
New York
$68.8K -$274K -4,247 -78%
HIA
152
Harbor Investment Advisory
Maryland
$61K
HL
153
Harding Loevner
New Jersey
$49K
PCG
154
Private Capital Group
Connecticut
$49K
US Bancorp
155
US Bancorp
Minnesota
$46K -$47.6K -739 -48%
Nisa Investment Advisors
156
Nisa Investment Advisors
Missouri
$41K
PNC Financial Services Group
157
PNC Financial Services Group
Pennsylvania
$41K
GTAM
158
Global Trust Asset Management
Florida
$29K
TRCT
159
Tower Research Capital (TRC)
New York
$28K -$6.06K -94 -17%
SWM
160
Selective Wealth Management
Virginia
$23K
Fidelity Investments
161
Fidelity Investments
Massachusetts
$22K -$34.2K -531 -59%
CFGS
162
Concourse Financial Group Securities
Alabama
$22K +$10.4K +162 +74%
SPIA
163
Steward Partners Investment Advisory
New York
$21K -$7.67K -119 -25%
HNB
164
Huntington National Bank
Ohio
$21K +$580 +9 +3%
FDCDDQ
165
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20.3K +$22.6K +350 New
Northwestern Mutual Wealth Management
166
Northwestern Mutual Wealth Management
Wisconsin
$18K +$129 +2 +0.6%
Simplex Trading
167
Simplex Trading
Illinois
$17K -$22K -341 -53%
FCA
168
FinTrust Capital Advisors
South Carolina
$15K +$16.8K +260 New
UB
169
UMB Bank
Missouri
$13K -$64 -1 -0.5%
National Bank of Canada
170
National Bank of Canada
Quebec, Canada
$13K +$1.93K +30 +16%
Walleye Trading
171
Walleye Trading
New York
$13K +$14K +218 New
ACM
172
Aquatic Capital Management
Illinois
$12K +$12.9K +200 New
Ohio Public Employees Retirement System (OPERS)
173
Ohio Public Employees Retirement System (OPERS)
Ohio
$10K +$11.6K +180 New
FMII
174
Farmers & Merchants Investments Inc
Nebraska
$9K
TWA
175
TCI Wealth Advisors
Arizona
$7K +$3.61K +56 +93%

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.