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Malibu Boats
MBUU

Overview Fund Activity

168 hedge funds and large institutions have $756M invested in Malibu Boats in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 57 increasing their positions, 56 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+1
Holders Change %
+0.6%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
27
Increased
57
Reduced
56
Closed
25
Calls
$3.76M
Puts
$6.41M
Net Calls
-$2.65M
Net Calls Change
-$645K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$34.8M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$8.58M
3
LHC
Lodge Hill Capital
New York
+$6.4M
4
MIM
Meros Investment Management
Texas
+$4.12M
5
CIP
Chartwell Investment Partners
Pennsylvania
+$3.13M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$12.7M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$10.8M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$8.12M
4
American Century Companies
American Century Companies
Missouri
-$5.94M
5
SC
Shellback Capital
Massachusetts
-$5.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
151
Smartleaf Asset Management
Massachusetts
$1.61K +$1.61K +41 New
PWMG
152
Private Wealth Management Group
New Jersey
$1.59K – – –
RIL
153
Rothschild Investment LLC
Illinois
$1.55K +$970 +25 +167%
S
154
SignatureFD
Georgia
$1.48K +$737 +19 +100%
GRP
155
Global Retirement Partners
California
$1.16K -$233 -6 -17%
FHA
156
First Horizon Advisors
Tennessee
$1.16K – – –
AF
157
Advisornet Financial
Minnesota
$1.16K +$1.16K +30 New
Bessemer Group
158
Bessemer Group
New Jersey
$1K +$1K +30 New
Fifth Third Bancorp
159
Fifth Third Bancorp
Ohio
$854 +$854 +22 New
VCM
160
Versant Capital Management
Arizona
$737 -$504 -13 -41%
HNB
161
Huntington National Bank
Ohio
$660 +$621 +16 +1,600%
GWM
162
Geneos Wealth Management
Colorado
$582 – – –
A
163
AlphaQuest
New York
$505 – – –
WT
164
Whittier Trust
California
$465 – – –
CAM
165
Creekmur Asset Management
Illinois
$116 – – –
TCOV
166
Trust Company of Vermont
Vermont
$116 +$116 +3 New
GWSG
167
GPS Wealth Strategies Group
Colorado
$78 – – –
Lord, Abbett & Co
168
Lord, Abbett & Co
New Jersey
– -$12.7M -361,574 Closed
NC
169
NBW Capital
Massachusetts
– -$3.33M -94,918 Closed
LCM
170
Landscape Capital Management
New Jersey
– -$2.81M -80,058 Closed
GC
171
Globeflex Capital
California
– -$1.33M -37,882 Closed
SEI Investments
172
SEI Investments
Pennsylvania
– -$893K -25,491 Closed
PP
173
PDT Partners
New York
– -$619K -17,663 Closed
CAPTRUST Financial Advisors
174
CAPTRUST Financial Advisors
North Carolina
– -$529K -15,108 Closed
Prudential Financial
175
Prudential Financial
New Jersey
– -$496K -14,144 Closed
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