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Malibu Boats

183 hedge funds and large institutions have $961M invested in Malibu Boats in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 65 increasing their positions, 65 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more call options, than puts

Call options by funds: $2.28M | Put options by funds: $1.17M

5% more capital invested

Capital invested by funds: $919M → $961M (+$41.9M)

0% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 65

0.72% less ownership

Funds ownership: 93.03%92.31% (-0.72%)

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

2% less funds holding

Funds holding: 187183 (-4)

Holders
183
Holders Change
-4
Holders Change %
-2.14%
% of All Funds
2.94%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
65
Reduced
65
Closed
23
Calls
$2.28M
Puts
$1.17M
Net Calls
+$1.1M
Net Calls Change
+$7.83M
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
151
Nisa Investment Advisors
Missouri
$38K
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$36.5K -$590 -11 -2%
Citigroup
153
Citigroup
New York
$34.5K -$30.8K -575 -47%
DFCM
154
Dark Forest Capital Management
Puerto Rico
$34.3K +$28.3K +527 +450%
PMEF
155
Point72 Middle East FZE
United Arab Emirates
$30.8K +$30.9K +577 New
HNB
156
Huntington National Bank
Ohio
$28.7K -$4.61K -86 -14%
UB
157
UMB Bank
Missouri
$26K +$15.2K +284 +135%
TRCT
158
Tower Research Capital (TRC)
New York
$20K -$110K -2,051 -85%
FDCDDQ
159
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.7K
US Bancorp
160
US Bancorp
Minnesota
$18.1K -$1.07K -20 -6%
BEI
161
Benjamin Edwards Inc
Missouri
$17K +$16.8K +313 New
Ohio Public Employees Retirement System (OPERS)
162
Ohio Public Employees Retirement System (OPERS)
Ohio
$12K -$17.5K -326 -58%
National Bank of Canada
163
National Bank of Canada
Quebec, Canada
$11.7K
SPIA
164
Steward Partners Investment Advisory
New York
$10.7K
WT
165
Whittier Trust
California
$10.3K -$73K -1,361 -88%
FHA
166
First Horizon Advisors
Tennessee
$7.09K -$644 -12 -8%
PMFA
167
Plante Moran Financial Advisors
Michigan
$5.92K
CT
168
Colonial Trust
South Carolina
$5.6K +$5.63K +105 New
TWC
169
TD Waterhouse Canada
Ontario, Canada
$4.46K
MAM
170
Meeder Asset Management
Ohio
$3.36K -$35.9K -669 -91%
CWA
171
Carolina Wealth Advisors
South Carolina
$3K
IA
172
IFP Advisors
Florida
$2K -$2.79K -52 -69%
Carson Wealth (CWM LLC)
173
Carson Wealth (CWM LLC)
Nebraska
$2K -$375 -7 -17%
CFGS
174
Concourse Financial Group Securities
Alabama
$1.92K
CA
175
Clearstead Advisors
Ohio
$1.65K +$1.66K +31 New

MBUU Hedge Fund Activity: Q4 2022 in Review

183 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q4 2022, worth a combined $961M — up 4.6% from $919M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of MBUU and 22 opened new positions — a net loss of 1 holder — while 65 trimmed existing stakes and 65 added.

The largest buyer was Capital World Investors, adding an estimated $10.2M. The largest seller was Macquarie Group, cutting an estimated $12.9M.

  • 183 institutional investors held Malibu Boats (MBUU) as of Q4 2022, down from 187 in Q3 2022.
  • Funds reported $961M of Malibu Boats stock for Q4 2022, up 4.6% quarter-over-quarter.
  • 22 funds opened new Malibu Boats positions in Q4 2022 and 23 closed out, a net change of -1 holder.
  • The largest Malibu Boats buyer in Q4 2022 was Capital World Investors, an estimated $10.2M added.
  • The largest Malibu Boats seller in Q4 2022 was Macquarie Group, an estimated $12.9M sold.

Based on aggregated 13F filings for Q4 2022.