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Malibu Boats

183 hedge funds and large institutions have $961M invested in Malibu Boats in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 65 increasing their positions, 65 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more call options, than puts

Call options by funds: $2.28M | Put options by funds: $1.17M

5% more capital invested

Capital invested by funds: $919M → $961M (+$41.9M)

0% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 65

0.72% less ownership

Funds ownership: 93.03%92.31% (-0.72%)

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

2% less funds holding

Funds holding: 187183 (-4)

Holders
183
Holders Change
-4
Holders Change %
-2.14%
% of All Funds
2.94%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
65
Reduced
65
Closed
23
Calls
$2.28M
Puts
$1.17M
Net Calls
+$1.1M
Net Calls Change
+$7.83M
Name Holding Trade Value Shares
Change
Change in
Stake
LC
176
Lindbrook Capital
California
$1.49K +$912 +17 +155%
ASN
177
Advisory Services Network
Georgia
$1.49K +$1.5K +28 New
CWA
178
Clearview Wealth Advisors
Oregon
$1.07K +$1.07K +20 New
CS
179
Comerica Securities
Michigan
$1.01K +$1.02K +19 New
C
180
Covestor
United Kingdom
$1K +$322 +6 +200%
GWM
181
Geneos Wealth Management
Colorado
$800
S
182
SignatureFD
Georgia
$533
SSC
183
Syverson Strege & Co
Iowa
$373
ACH
184
ArrowMark Colorado Holdings
Colorado
-$5.53M -115,279 Closed
ECM
185
ExodusPoint Capital Management
New York
-$2.67M -55,587 Closed
CCMG
186
Clark Capital Management Group
Pennsylvania
-$1.52M -31,623 Closed
ACM
187
Ararat Capital Management
Connecticut
-$1.48M -30,858 Closed
UBS AM
188
UBS AM
Illinois
-$1.06M -22,144 Closed
Two Sigma Investments
189
Two Sigma Investments
New York
-$1.02M -21,248 Closed
ACM
190
AlphaCrest Capital Management
New York
-$955K -19,890 Closed
TI
191
Trexquant Investment
Connecticut
-$789K -16,447 Closed
PP
192
PDT Partners
New York
-$673K -14,029 Closed
Marshall Wace
193
Marshall Wace
United Kingdom
-$670K -13,966 Closed
KOC
194
Koss-Olinger Consulting
Florida
-$538K -11,221 Closed
CLOS
195
Compagnie Lombard Odier SCmA
Switzerland
-$537K -11,200 Closed
JF
196
Jump Financial
Illinois
-$399K -8,300 Closed
Citadel Advisors
197
Citadel Advisors
Florida
-$338K -6,310 Closed
M&T Bank
198
M&T Bank
New York
-$290K -6,019 Closed
XT
199
XTX Topco
Cayman Islands
-$273K -5,691 Closed
Squarepoint
200
Squarepoint
New York
-$240K -5,008 Closed

MBUU Hedge Fund Activity: Q4 2022 in Review

183 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q4 2022, worth a combined $961M — up 4.6% from $919M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of MBUU and 22 opened new positions — a net loss of 1 holder — while 65 trimmed existing stakes and 65 added.

The largest buyer was Capital World Investors, adding an estimated $10.2M. The largest seller was Macquarie Group, cutting an estimated $12.9M.

  • 183 institutional investors held Malibu Boats (MBUU) as of Q4 2022, down from 187 in Q3 2022.
  • Funds reported $961M of Malibu Boats stock for Q4 2022, up 4.6% quarter-over-quarter.
  • 22 funds opened new Malibu Boats positions in Q4 2022 and 23 closed out, a net change of -1 holder.
  • The largest Malibu Boats buyer in Q4 2022 was Capital World Investors, an estimated $10.2M added.
  • The largest Malibu Boats seller in Q4 2022 was Macquarie Group, an estimated $12.9M sold.

Based on aggregated 13F filings for Q4 2022.