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Malibu Boats
MBUU

Overview Fund Activity

189 hedge funds and large institutions have $1.11B invested in Malibu Boats in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 70 increasing their positions, 70 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+5
Holders Change %
+2.72%
% of All Funds
2.98%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
70
Reduced
70
Closed
14
Calls
$3.33M
Puts
$3.41M
Net Calls
-$76K
Net Calls Change
-$2.51M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$35.6M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$5.39M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$3.14M
4
Bessemer Group
Bessemer Group
New Jersey
+$2.68M
5
Stifel Financial
Stifel Financial
Missouri
+$2.48M

Top Sellers

1
TCM
TimesSquare Capital Management
New York
-$11.4M
2
AI
Aperture Investors
New York
-$11.1M
3
FWIA
Fort Washington Investment Advisors
Ohio
-$10.4M
4
SC
Shellback Capital
Massachusetts
-$8.51M
5
PAIM
Punch & Associates Investment Management
Minnesota
-$6.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
151
Petrus Trust Company
Texas
$203K -$179K -3,045 -47%
OQS
152
Occudo Quantitative Strategies
Florida
$202K +$202K +3,444 New
RGI
153
River Global Investors
United Kingdom
$180K – – –
AB
154
Amalgamated Bank
New York
$159K -$8.88K -151 -5%
SOW
155
State of Wyoming
Wyoming
$118K -$2.64K -45 -2%
New York State Teachers Retirement System (NYSTRS)
156
New York State Teachers Retirement System (NYSTRS)
New York
$106K – – –
AIP
157
Ameritas Investment Partners
Nebraska
$93.2K – – –
BEI
158
Benjamin Edwards Inc
Missouri
$90K +$44.9K +763 +99%
PMEF
159
Point72 Middle East FZE
United Arab Emirates
$68.3K +$68.3K +1,164 New
MLICM
160
Metropolitan Life Insurance Company (MetLife)
New York
$67.2K – – –
Group One Trading
161
Group One Trading
Illinois
$61.7K +$61.7K +1,051 New
HIA
162
Harbor Investment Advisory
Maryland
$61.6K – – –
Fidelity Investments
163
Fidelity Investments
Massachusetts
$57K +$16K +273 +39%
GTAM
164
Global Trust Asset Management
Florida
$56.1K – – –
HNB
165
Huntington National Bank
Ohio
$45.6K +$13.6K +232 +43%
TRCT
166
Tower Research Capital (TRC)
New York
$36.5K -$23.6K -403 -39%
PNC Financial Services Group
167
PNC Financial Services Group
Pennsylvania
$31.6K +$880 +15 +3%
QL
168
Quarry LP
New York
$24.8K +$24.8K +423 New
FDCDDQ
169
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20.5K – – –
Ohio Public Employees Retirement System (OPERS)
170
Ohio Public Employees Retirement System (OPERS)
Ohio
$16K +$882 +15 +6%
US Bancorp
171
US Bancorp
Minnesota
$12.3K +$117 +2 +1%
SPIA
172
Steward Partners Investment Advisory
New York
$11.7K – – –
CFGS
173
Concourse Financial Group Securities
Alabama
$11.6K +$6.57K +112 +130%
UB
174
UMB Bank
Missouri
$11.4K – – –
Simplex Trading
175
Simplex Trading
Illinois
$11K +$6.22K +113 +130%
5 6
7
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