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Malibu Boats

187 hedge funds and large institutions have $1.46B invested in Malibu Boats in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 61 increasing their positions, 78 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 192187 (-5)

3.33% less ownership

Funds ownership: 98.91%95.58% (-3.3%)

11% less capital invested

Capital invested by funds: $1.63B → $1.46B (-$174M)

15% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 27

22% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 78

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

37% less call options, than puts

Call options by funds: $2.89M | Put options by funds: $4.55M

Holders
187
Holders Change
-5
Holders Change %
-2.6%
% of All Funds
3.26%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
23
Increased
61
Reduced
78
Closed
27
Calls
$2.89M
Puts
$4.55M
Net Calls
-$1.66M
Net Calls Change
-$3.06M
Name Holding Trade Value Shares
Change
Change in
Stake
RFA
176
Reilly Financial Advisors
California
$5K +$5.09K +64 New
CWA
177
Carolina Wealth Advisors
South Carolina
$4K +$4.78K +60 New
FHA
178
First Horizon Advisors
Tennessee
$3K +$478 +6 +14%
CTC
179
Central Trust Company
Missouri
$2K -$3.18K -40 -57%
Carson Wealth (CWM LLC)
180
Carson Wealth (CWM LLC)
Nebraska
$2K
APA
181
American Portfolios Advisors
New York
$1.17K
NFG
182
Next Financial Group
Texas
$1K
SSC
183
Syverson Strege & Co
Iowa
$1K
SOW
184
State of Wyoming
Wyoming
$1K +$318 +4 +133%
S
185
SignatureFD
Georgia
$1K +$876 +11 New
AIG
186
American International Group
New York
$852 -$38.7K -486 -4%
Nisa Investment Advisors
187
Nisa Investment Advisors
Missouri
$55
SCM
188
Stormborn Capital Management
Connecticut
-$8.05M -100,996 Closed
LCG
189
Lisanti Capital Growth
New York
-$4.13M -51,820 Closed
California Public Employees Retirement System
190
California Public Employees Retirement System
California
-$3.32M -41,700 Closed
OAMG
191
Odey Asset Management Group
United Kingdom
-$2.09M -26,200 Closed
CIC
192
Chase Investment Counsel
Virginia
-$1.87M -23,433 Closed
Balyasny Asset Management
193
Balyasny Asset Management
Illinois
-$1.6M -20,107 Closed
OCM
194
Osterweis Capital Management
California
-$1.51M -18,960 Closed
QSS
195
Quantitative Systematic Strategies
Florida
-$1.21M -15,149 Closed
DIA
196
Dean Investment Associates
Ohio
-$1.01M -12,714 Closed
DCM
197
Dean Capital Management
Kansas
-$918K -11,520 Closed
TFA
198
Toth Financial Advisory
Virginia
-$789K -9,900 Closed
DGHMC
199
Dalton, Greiner, Hartman, Maher & Co
New York
-$676K -8,479 Closed
ADIM
200
Alpha DNA Investment Management
Maryland
-$631K -7,930 Closed

MBUU Hedge Fund Activity: Q2 2021 in Review

187 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q2 2021, worth a combined $1.46B — down 11% from $1.63B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of MBUU and 23 opened new positions — a net loss of 4 holders — while 78 trimmed existing stakes and 61 added.

The largest buyer was Macquarie Group, adding an estimated $75M. The largest seller was Lord, Abbett & Co, cutting an estimated $37.4M.

  • 187 institutional investors held Malibu Boats (MBUU) as of Q2 2021, down from 192 in Q1 2021.
  • Funds reported $1.46B of Malibu Boats stock for Q2 2021, down 11% quarter-over-quarter.
  • 23 funds opened new Malibu Boats positions in Q2 2021 and 27 closed out, a net change of -4 holders.
  • The largest Malibu Boats buyer in Q2 2021 was Macquarie Group, an estimated $75M added.
  • The largest Malibu Boats seller in Q2 2021 was Lord, Abbett & Co, an estimated $37.4M sold.

Based on aggregated 13F filings for Q2 2021.