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Malibu Boats

191 hedge funds and large institutions have $989M invested in Malibu Boats in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 91 increasing their positions, 51 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 51

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.68% less ownership

Funds ownership: 92.75%92.07% (-0.68%)

4% less funds holding

Funds holding: 198191 (-7)

12% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 26

25% less capital invested

Capital invested by funds: $1.31B → $989M (-$321M)

62% less call options, than puts

Call options by funds: $2.27M | Put options by funds: $6.01M

Holders
191
Holders Change
-7
Holders Change %
-3.54%
% of All Funds
3.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
91
Reduced
51
Closed
26
Calls
$2.27M
Puts
$6.01M
Net Calls
-$3.74M
Net Calls Change
+$800K
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
176
First Horizon Advisors
Tennessee
$6K -$9.21K -143 -60%
PMFA
177
Plante Moran Financial Advisors
Michigan
$6K
PFS
178
Prospera Financial Services
Texas
$6K +$6.44K +100 New
TWC
179
TD Waterhouse Canada
Ontario, Canada
$4.28K +$3.93K +61 New
QT
180
Quantbot Technologies
New York
$4K -$173K -2,690 -97%
S
181
SignatureFD
Georgia
$4K +$1.93K +30 +97%
IA
182
IFP Advisors
Florida
$4K +$5.8K +90 New
CWA
183
Carolina Wealth Advisors
South Carolina
$3K
Rockefeller Capital Management
184
Rockefeller Capital Management
New York
$2K -$9.54K -148 -74%
C
185
Covestor
United Kingdom
$1K -$64 -1 -6%
GWM
186
Geneos Wealth Management
Colorado
$1K
PA
187
Parallel Advisors
California
$1K +$902 +14 New
APA
188
American Portfolios Advisors
New York
$928
Arrowstreet Capital
189
Arrowstreet Capital
Massachusetts
-$12.2M -177,141 Closed
PAM
190
Panagora Asset Management
Massachusetts
-$3.3M -48,022 Closed
PTC
191
Philadelphia Trust Company
Pennsylvania
-$1.36M -19,835 Closed
FQ
192
First Quadrant
California
-$1.32M -19,239 Closed
Lord, Abbett & Co
193
Lord, Abbett & Co
New Jersey
-$1.28M -18,692 Closed
Millennium Management
194
Millennium Management
New York
-$1.06M -15,501 Closed
ECM
195
ExodusPoint Capital Management
New York
-$1.03M -14,990 Closed
DTL
196
Dynamic Technology Lab
Singapore
-$983K -14,303 Closed
Qube Research & Technologies (QRT)
197
Qube Research & Technologies (QRT)
United Kingdom
-$824K -11,988 Closed
GT
198
Glenmede Trust
Pennsylvania
-$803K -11,694 Closed
APG Asset Management
199
APG Asset Management
Netherlands
-$683K -11,300 Closed
HSBC Holdings
200
HSBC Holdings
United Kingdom
-$704K -10,274 Closed

MBUU Hedge Fund Activity: Q1 2022 in Review

191 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q1 2022, worth a combined $989M — down 25% from $1.31B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of MBUU and 23 opened new positions — a net loss of 3 holders — while 51 trimmed existing stakes and 91 added.

The largest buyer was Fidelity International, adding an estimated $24.3M. The largest seller was Massachusetts Financial Services, cutting an estimated $28.1M.

  • 191 institutional investors held Malibu Boats (MBUU) as of Q1 2022, down from 198 in Q4 2021.
  • Funds reported $989M of Malibu Boats stock for Q1 2022, down 25% quarter-over-quarter.
  • 23 funds opened new Malibu Boats positions in Q1 2022 and 26 closed out, a net change of -3 holders.
  • The largest Malibu Boats buyer in Q1 2022 was Fidelity International, an estimated $24.3M added.
  • The largest Malibu Boats seller in Q1 2022 was Massachusetts Financial Services, an estimated $28.1M sold.

Based on aggregated 13F filings for Q1 2022.