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Malibu Boats

185 hedge funds and large institutions have $1.07B invested in Malibu Boats in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 76 increasing their positions, 58 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $4.8M | Put options by funds: $2.37M

31% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 58

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

11% more capital invested

Capital invested by funds: $961M → $1.07B (+$108M)

1% more funds holding

Funds holding: 183185 (+2)

0.66% more ownership

Funds ownership: 92.31%92.97% (+0.66%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
185
Holders Change
+2
Holders Change %
+1.09%
% of All Funds
2.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
76
Reduced
58
Closed
16
Calls
$4.8M
Puts
$2.37M
Net Calls
+$2.43M
Net Calls Change
+$1.33M
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Teachers Retirement System (NYSTRS)
151
New York State Teachers Retirement System (NYSTRS)
New York
$102K
Citigroup
152
Citigroup
New York
$101K +$66.8K +1,143 +177%
AIP
153
Ameritas Investment Partners
Nebraska
$89.7K
B
154
BloombergSen
Ontario, Canada
$77.6K +$7.31K +125 +10%
MLICM
155
Metropolitan Life Insurance Company (MetLife)
New York
$64.7K -$6.78K -116 -9%
HIA
156
Harbor Investment Advisory
Maryland
$59.3K
TRCT
157
Tower Research Capital (TRC)
New York
$58K +$39K +667 +186%
GTAM
158
Global Trust Asset Management
Florida
$54K +$526 +9 +0.9%
BEI
159
Benjamin Edwards Inc
Missouri
$43K +$26.6K +454 +145%
ACM
160
Aquatic Capital Management
Illinois
$40K -$234K -4,000 -85%
Fidelity Investments
161
Fidelity Investments
Massachusetts
$39.5K -$4.79K -82 -10%
HNB
162
Huntington National Bank
Ohio
$30.8K +$409 +7 +1%
PNC Financial Services Group
163
PNC Financial Services Group
Pennsylvania
$29.6K -$9.36K -160 -23%
FDCDDQ
164
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.8K
Ohio Public Employees Retirement System (OPERS)
165
Ohio Public Employees Retirement System (OPERS)
Ohio
$15K +$1.34K +23 +10%
PMFA
166
Plante Moran Financial Advisors
Michigan
$14.9K +$8.95K +153 +138%
National Bank of Canada
167
National Bank of Canada
Quebec, Canada
$12.4K
US Bancorp
168
US Bancorp
Minnesota
$11.7K -$7.78K -133 -39%
SPIA
169
Steward Partners Investment Advisory
New York
$11.3K
Fifth Third Bancorp
170
Fifth Third Bancorp
Ohio
$11K +$11.4K +195 New
UB
171
UMB Bank
Missouri
$11K -$17.5K -300 -61%
FHA
172
First Horizon Advisors
Tennessee
$7.51K
WT
173
Whittier Trust
California
$5.42K -$5.67K -97 -50%
CFGS
174
Concourse Financial Group Securities
Alabama
$4.85K +$2.92K +50 +139%
TWC
175
TD Waterhouse Canada
Ontario, Canada
$4.64K

MBUU Hedge Fund Activity: Q1 2023 in Review

185 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q1 2023, worth a combined $1.07B — up 11% from $961M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new MBUU positions and 16 closed out — a net gain of 2 holders — while 76 added to existing stakes and 58 trimmed.

The largest buyer was Vanguard Group, adding an estimated $5.03M. The largest seller was Prudential Financial, cutting an estimated $6.24M.

  • 185 institutional investors held Malibu Boats (MBUU) as of Q1 2023, up from 183 in Q4 2022.
  • Funds reported $1.07B of Malibu Boats stock for Q1 2023, up 11% quarter-over-quarter.
  • 18 funds opened new Malibu Boats positions in Q1 2023 and 16 closed out, a net change of +2 holders.
  • The largest Malibu Boats buyer in Q1 2023 was Vanguard Group, an estimated $5.03M added.
  • The largest Malibu Boats seller in Q1 2023 was Prudential Financial, an estimated $6.24M sold.

Based on aggregated 13F filings for Q1 2023.