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Malibu Boats
MBUU

Overview Fund Activity

197 hedge funds and large institutions have $1.31B invested in Malibu Boats in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 75 increasing their positions, 66 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
-6
Holders Change %
-2.96%
% of All Funds
3.04%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
26
Increased
75
Reduced
66
Closed
31
Calls
$3.14M
Puts
$7.68M
Net Calls
-$4.54M
Net Calls Change
-$433K

Top Buyers

1
FWIA
Fort Washington Investment Advisors
Ohio
$21.1M
2
CI Investments Inc
CI Investments Inc
Ontario, Canada
$25.3M
3
AAM
ACK Asset Management
Connecticut
$15.6M
4
NIG
NFJ Investment Group
Texas
$5.48M
5
UBS Group
UBS Group
Switzerland
$4.59M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$1.29M
2
Wells Fargo
Wells Fargo
California
$1.98M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$15.2M
4
MAP
Moody Aldrich Partners
Massachusetts
$0
5
Millennium Management
Millennium Management
New York
$1.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
176
UMB Bank
Missouri
$15K +$15K +220 New
BC
177
Barnett & Company
Tennessee
$14K +$14K +200 New
National Bank of Canada
178
National Bank of Canada
Quebec, Canada
$13K +$13K +189 New
Rockefeller Capital Management
179
Rockefeller Capital Management
New York
$13K +$13K +199 New
FMII
180
Farmers & Merchants Investments Inc
Nebraska
$11K – – –
NFG
181
Next Financial Group
Texas
$9K +$7.48K +108 +491%
PMFA
182
Plante Moran Financial Advisors
Michigan
$8K – – –
Fifth Third Bancorp
183
Fifth Third Bancorp
Ohio
$7K -$5.64K -79 -45%
HR
184
Howe & Rusling
New York
$4K -$206K -3,252 -98%
CWA
185
Carolina Wealth Advisors
South Carolina
$4K – – –
TWA
186
TCI Wealth Advisors
Arizona
$4K +$4K +60 New
RFA
187
Reilly Financial Advisors
California
$4K +$4K +64 New
S
188
SignatureFD
Georgia
$2K +$258 +4 +15%
ACM
189
Absolute Capital Management
Pennsylvania
$1.17K +$1.17K +17 New
MP
190
McDonald Partners
Ohio
$1.17K +$1.17K +17 New
APA
191
American Portfolios Advisors
New York
$1.1K – – –
GWM
192
Geneos Wealth Management
Colorado
$1K – – –
C
193
Covestor
United Kingdom
$1K +$1K +17 New
CA
194
CoreCap Advisors
Michigan
$1K +$1K +20 New
VRS
195
Virginia Retirement Systems
Virginia
$591 -$48 -700 -8%
MAP
196
Moody Aldrich Partners
Massachusetts
– -$5.07M -72,501 Closed
TD Asset Management
197
TD Asset Management
Ontario, Canada
– -$3.54M -50,569 Closed
EIP
198
Epoch Investment Partners
New York
– -$3.54M -50,569 Closed
CAM
199
ClariVest Asset Management
California
– -$2.65M -37,887 Closed
IECM
200
Intrinsic Edge Capital Management
Illinois
– -$1.57M -22,485 Closed
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