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Malibu Boats

204 hedge funds and large institutions have $1.36B invested in Malibu Boats in 2021 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 78 increasing their positions, 64 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 15

22% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 64

9% more funds holding

Funds holding: 187204 (+17)

2.18% less ownership

Funds ownership: 95.58%93.41% (-2.2%)

7% less capital invested

Capital invested by funds: $1.46B → $1.36B (-$98.2M)

43% less call options, than puts

Call options by funds: $5.53M | Put options by funds: $9.63M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
204
Holders Change
+17
Holders Change %
+9.09%
% of All Funds
3.57%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
34
Increased
78
Reduced
64
Closed
15
Calls
$5.53M
Puts
$9.63M
Net Calls
-$4.11M
Net Calls Change
-$2.44M
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
176
Tower Research Capital (TRC)
New York
$74K -$378K -5,035 -83%
HIA
177
Harbor Investment Advisory
Maryland
$73K
Fidelity Investments
178
Fidelity Investments
Massachusetts
$63K -$6.38K -85 -9%
PCG
179
Private Capital Group
Connecticut
$60K
HL
180
Harding Loevner
New Jersey
$60K +$64.7K +861 New
PNC Financial Services Group
181
PNC Financial Services Group
Pennsylvania
$50K -$1.88K -25 -3%
UBS Group
182
UBS Group
Switzerland
$45K -$116K -1,549 -71%
SPIA
183
Steward Partners Investment Advisory
New York
$33K -$9.61K -128 -21%
GTAM
184
Global Trust Asset Management
Florida
$33K +$35.2K +468 New
HNB
185
Huntington National Bank
Ohio
$24K
Northwestern Mutual Wealth Management
186
Northwestern Mutual Wealth Management
Wisconsin
$18K +$1.28K +17 +7%
FHA
187
First Horizon Advisors
Tennessee
$17K +$14.4K +192 +400%
PHK
188
Point72 Hong Kong
Hong Kong
$13K -$45.2K -602 -77%
DFCM
189
Dark Forest Capital Management
Puerto Rico
$13K +$14K +186 New
Fifth Third Bancorp
190
Fifth Third Bancorp
Ohio
$12K
FMII
191
Farmers & Merchants Investments Inc
Nebraska
$11K
CFGS
192
Concourse Financial Group Securities
Alabama
$11K +$3.68K +49 +43%
PMFA
193
Plante Moran Financial Advisors
Michigan
$8K
CWA
194
Carolina Wealth Advisors
South Carolina
$4K
HI
195
Harbour Investments
Wisconsin
$2K -$7.51K -100 -79%
CTC
196
Central Trust Company
Missouri
$2K
NFG
197
Next Financial Group
Texas
$2K +$826 +11 +100%
S
198
SignatureFD
Georgia
$2K +$1.2K +16 +145%
APA
199
American Portfolios Advisors
New York
$1.12K
QCG
200
Quadrant Capital Group
Ohio
$1K +$976 +13 New

MBUU Hedge Fund Activity: Q3 2021 in Review

204 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q3 2021, worth a combined $1.36B — down 6.7% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new MBUU positions and 15 closed out — a net gain of 19 holders — while 78 added to existing stakes and 64 trimmed.

The largest buyer was London Company of Virginia, opening a new position worth an estimated $20.9M. The largest seller was Lord, Abbett & Co, cutting an estimated $85.2M.

  • 204 institutional investors held Malibu Boats (MBUU) as of Q3 2021, up from 187 in Q2 2021.
  • Funds reported $1.36B of Malibu Boats stock for Q3 2021, down 6.7% quarter-over-quarter.
  • 34 funds opened new Malibu Boats positions in Q3 2021 and 15 closed out, a net change of +19 holders.
  • The largest Malibu Boats buyer in Q3 2021 was London Company of Virginia, an estimated $20.9M added.
  • The largest Malibu Boats seller in Q3 2021 was Lord, Abbett & Co, an estimated $85.2M sold.

Based on aggregated 13F filings for Q3 2021.