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Malibu Boats
MBUU

Overview Fund Activity

193 hedge funds and large institutions have $1.02B invested in Malibu Boats in 2022 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 62 increasing their positions, 67 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+3
Holders Change %
+1.58%
% of All Funds
3.26%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
34
Increased
62
Reduced
67
Closed
26
Calls
$3.11M
Puts
$8.39M
Net Calls
-$5.29M
Net Calls Change
-$1.55M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$42.7M
2
Capital World Investors
2
Capital World Investors
California
$11.8M
3
Millennium Management
3
Millennium Management
New York
$9.26M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$8.41M
5
Morgan Stanley
5
Morgan Stanley
New York
$8.64M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$2.3M
2
Macquarie Group
2
Macquarie Group
Australia
$99.9M
3
AAM
3
ACK Asset Management
Connecticut
$0
4
Polen Capital Management
4
Polen Capital Management
Florida
$0
5
EAM
5
Eagle Asset Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PMFA
176
Plante Moran Financial Advisors
Michigan
$6K – – –
FHA
177
First Horizon Advisors
Tennessee
$6K +$1.62K +36 +37%
Rockefeller Capital Management
178
Rockefeller Capital Management
New York
$5K +$2.4K +47 +92%
TWC
179
TD Waterhouse Canada
Ontario, Canada
$4.17K – – –
IA
180
IFP Advisors
Florida
$4K – – –
BTI
181
Blue Trust Inc
Georgia
$4K +$4K +75 New
CP
182
Castleview Partners
Texas
$3.15K +$3.15K +140 New
CWA
183
Carolina Wealth Advisors
South Carolina
$3K – – –
CFGS
184
Concourse Financial Group Securities
Alabama
$2K -$19.2K -345 -91%
S
185
SignatureFD
Georgia
$2K -$773 -17 -28%
Carson Wealth (CWM LLC)
186
Carson Wealth (CWM LLC)
Nebraska
$2K +$2K +30 New
C
187
Covestor
United Kingdom
$1K -$600 -6 -38%
GWM
188
Geneos Wealth Management
Colorado
$1K – – –
CWA
189
Clearview Wealth Advisors
Oregon
$1K +$1K +25 New
APA
190
American Portfolios Advisors
New York
$843 – – –
ED
191
Exane Derivatives
France
$369 -$95.7K -1,816 -100%
Bank of Montreal
192
Bank of Montreal
Ontario, Canada
$231 +$26 +475 +13%
AAM
193
ACK Asset Management
Connecticut
– -$10.3M -177,400 Closed
Polen Capital Management
194
Polen Capital Management
Florida
– -$7.44M -128,245 Closed
EAM
195
Eagle Asset Management
Florida
– -$4.81M -82,959 Closed
CCMG
196
Clark Capital Management Group
Pennsylvania
– -$3.06M -52,700 Closed
WTC
197
WhitTier Trust Company
Nevada
– -$2.34M -40,363 Closed
RG
198
Renaissance Group
Kentucky
– -$1.01M -17,351 Closed
Voloridge Investment Management
199
Voloridge Investment Management
Florida
– -$801K -13,806 Closed
SGI
200
Summit Global Investments
Utah
– -$557K -9,600 Closed
5 6 7
8
9