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Malibu Boats
MBUU

Overview Fund Activity

193 hedge funds and large institutions have $1.02B invested in Malibu Boats in 2022 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 62 increasing their positions, 67 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+3
Holders Change %
+1.58%
% of All Funds
3.26%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
34
Increased
62
Reduced
67
Closed
26
Calls
$3.11M
Puts
$8.39M
Net Calls
-$5.29M
Net Calls Change
-$1.55M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$42.7M
2
Capital World Investors
2
Capital World Investors
California
$11.8M
3
Millennium Management
3
Millennium Management
New York
$9.26M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$8.41M
5
Morgan Stanley
5
Morgan Stanley
New York
$8.64M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$2.3M
2
Macquarie Group
2
Macquarie Group
Australia
$99.9M
3
AAM
3
ACK Asset Management
Connecticut
$0
4
Polen Capital Management
4
Polen Capital Management
Florida
$0
5
EAM
5
Eagle Asset Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
151
Ameritas Investment Partners
Nebraska
$83K – – –
WT
152
Whittier Trust
California
$82K -$4.1M -77,671 -98%
Canada Life
153
Canada Life
Manitoba, Canada
$65K – – –
MLICM
154
Metropolitan Life Insurance Company (MetLife)
New York
$62.5K – – –
CAPTRUST Financial Advisors
155
CAPTRUST Financial Advisors
North Carolina
$58K -$39.4K -746 -40%
HIA
156
Harbor Investment Advisory
Maryland
$55K – – –
HL
157
Harding Loevner
New Jersey
$49K – – –
PCG
158
Private Capital Group
Connecticut
$45K – – –
TRCT
159
Tower Research Capital (TRC)
New York
$41K +$16K +302 +64%
Nisa Investment Advisors
160
Nisa Investment Advisors
Missouri
$37K – – –
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$36K -$2.25K -42 -6%
ACM
162
Aquatic Capital Management
Illinois
$32K +$21.3K +400 +200%
GTAM
163
Global Trust Asset Management
Florida
$26K – – –
Fidelity Investments
164
Fidelity Investments
Massachusetts
$26K +$6.53K +125 +34%
HNB
165
Huntington National Bank
Ohio
$23K +$4.54K +87 +25%
SWM
166
Selective Wealth Management
Virginia
$21K – – –
Ohio Public Employees Retirement System (OPERS)
167
Ohio Public Employees Retirement System (OPERS)
Ohio
$20K +$10.7K +207 +115%
FDCDDQ
168
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.4K – – –
Northwestern Mutual Wealth Management
169
Northwestern Mutual Wealth Management
Wisconsin
$15K -$1.59K -30 -10%
SPIA
170
Steward Partners Investment Advisory
New York
$13K -$5.37K -105 -29%
MIM
171
Macroview Investment Management
Maryland
$13K +$13K +252 New
US Bancorp
172
US Bancorp
Minnesota
$12K -$28.6K -557 -70%
National Bank of Canada
173
National Bank of Canada
Quebec, Canada
$12K – – –
UB
174
UMB Bank
Missouri
$11K -$257 -5 -2%
FMII
175
Farmers & Merchants Investments Inc
Nebraska
$8K – – –
5 6
7
8 9