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Malibu Boats
MBUU

Overview Fund Activity

182 hedge funds and large institutions have $827M invested in Malibu Boats in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 71 increasing their positions, 45 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
+4
Holders Change %
+2.25%
% of All Funds
2.64%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
36
Increased
71
Reduced
45
Closed
32
Calls
$2.22M
Puts
$12.2M
Net Calls
-$9.99M
Net Calls Change
+$16.9M

Top Buyers

1
CB
Cooke & Bieler
Pennsylvania
+$18.5M
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$12.1M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$9.45M
4
Invesco
Invesco
Georgia
+$8.81M
5
SC
Shellback Capital
Massachusetts
+$7.95M

Top Sellers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$29.4M
2
American Century Companies
American Century Companies
Missouri
-$16.8M
3
Fidelity International
Fidelity International
Bermuda
-$15.6M
4
EIP
Epoch Investment Partners
New York
-$13M
5
Lazard Asset Management
Lazard Asset Management
New York
-$9.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
151
US Bancorp
Minnesota
$21K +$3.2K +74 +18%
CFGS
152
Concourse Financial Group Securities
Alabama
$18.1K +$5.54K +128 +44%
FDCDDQ
153
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.1K – – –
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$13.9K +$13.2K +306 +2,040%
FIM
155
Fernwood Investment Management
Massachusetts
$9.13K +$9.13K +211 New
SPIA
156
Steward Partners Investment Advisory
New York
$8.66K – – –
SIM
157
Studio Investment Management
Illinois
$8.4K +$8.4K +194 New
BFEC
158
Benjamin F. Edwards & Company
Missouri
$7K – – –
Ohio Public Employees Retirement System (OPERS)
159
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.28K +$5.28K +122 New
RFS
160
Richardson Financial Services
Massachusetts
$4.8K -$1.34K -31 -22%
Northwestern Mutual Wealth Management
161
Northwestern Mutual Wealth Management
Wisconsin
$3.9K – – –
TWC
162
TD Waterhouse Canada
Ontario, Canada
$3.53K – – –
FHA
163
First Horizon Advisors
Tennessee
$3.16K – – –
W
164
WealthCollab
Washington
$1.69K +$1.69K +39 New
OC
165
Oakworth Capital
Alabama
$1.47K – – –
TRCT
166
Tower Research Capital (TRC)
New York
$1.43K -$185K -4,266 -99%
GRP
167
Global Retirement Partners
California
$1.34K -$130 -3 -9%
S
168
SignatureFD
Georgia
$1.26K +$1.26K +29 New
National Bank of Canada
169
National Bank of Canada
Quebec, Canada
$1.01K +$1.01K +28 New
Nisa Investment Advisors
170
Nisa Investment Advisors
Missouri
$952 +$260 +6 +38%
GWM
171
Geneos Wealth Management
Colorado
$649 -$4.33K -100 -87%
A
172
AlphaQuest
New York
$606 +$606 +14 New
WT
173
Whittier Trust
California
$519 -$1.47K -34 -74%
VCM
174
Versant Capital Management
Arizona
$519 +$519 +12 New
FFA
175
Farther Finance Advisors
California
$437 – – –
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