MBUU icon

Malibu Boats
MBUU

Overview Fund Activity

178 hedge funds and large institutions have $1.05B invested in Malibu Boats in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 55 increasing their positions, 70 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
-1
Holders Change %
-0.56%
% of All Funds
2.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
28
Increased
55
Reduced
70
Closed
28
Calls
$3.46M
Puts
$30.3M
Net Calls
-$26.9M
Net Calls Change
-$25.4M

Top Buyers

1
Invesco
Invesco
Georgia
$23.3M
2
CB
Cooke & Bieler
Pennsylvania
$50.5M
3
BlackRock
BlackRock
New York
$89.4M
4
American Century Companies
American Century Companies
Missouri
$83M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$5.17M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$3.79M
2
Vanguard Group
Vanguard Group
Pennsylvania
$68.4M
3
UBS Group
UBS Group
Switzerland
$1.62M
4
Goldman Sachs
Goldman Sachs
New York
$3.29M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
$4.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
151
IFP Advisors
Florida
$28.3K – – –
US Bancorp
152
US Bancorp
Minnesota
$22.5K – – –
FDCDDQ
153
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.2K – – –
PS
154
Principal Securities
Iowa
$18.5K +$18.5K +338 New
CFGS
155
Concourse Financial Group Securities
Alabama
$16K +$5.1K +93 +47%
SPIA
156
Steward Partners Investment Advisory
New York
$11K – – –
UB
157
UMB Bank
Missouri
$10.6K – – –
BFEC
158
Benjamin F. Edwards & Company
Missouri
$9K +$9K +160 New
RFS
159
Richardson Financial Services
Massachusetts
$7.78K +$7.78K +142 New
GWM
160
Geneos Wealth Management
Colorado
$6.3K – – –
Northwestern Mutual Wealth Management
161
Northwestern Mutual Wealth Management
Wisconsin
$4.93K – – –
TWC
162
TD Waterhouse Canada
Ontario, Canada
$4.26K – – –
CWA
163
Carolina Wealth Advisors
South Carolina
$4.22K – – –
FHA
164
First Horizon Advisors
Tennessee
$4K – – –
QL
165
Quarry LP
New York
$2.69K +$2.69K +49 New
WT
166
Whittier Trust
California
$2.52K – – –
OC
167
Oakworth Capital
Alabama
$1.86K +$1.86K +34 New
GRP
168
Global Retirement Partners
California
$1.7K +$1.4K +28 +467%
AssetMark Inc
169
AssetMark Inc
California
$1.43K +$1.43K +26 New
EWA
170
EverSource Wealth Advisors
Alabama
$1.1K +$1.1K +20 New
Nisa Investment Advisors
171
Nisa Investment Advisors
Missouri
$877 – – –
PNC Financial Services Group
172
PNC Financial Services Group
Pennsylvania
$822 -$1.48K -27 -64%
FFA
173
Farther Finance Advisors
California
$548 +$548 +10 New
GI
174
GAMMA Investing
California
$543 +$543 +13 New
Group One Trading
175
Group One Trading
Illinois
$219 -$31.7K -579 -99%
5 6
7
8 9