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Malibu Boats
MBUU

Overview Fund Activity

189 hedge funds and large institutions have $1.11B invested in Malibu Boats in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 70 increasing their positions, 70 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+5
Holders Change %
+2.72%
% of All Funds
2.98%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
70
Reduced
70
Closed
14
Calls
$3.33M
Puts
$3.41M
Net Calls
-$76K
Net Calls Change
-$2.51M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$35.6M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$5.39M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$3.14M
4
Bessemer Group
Bessemer Group
New Jersey
+$2.68M
5
Stifel Financial
Stifel Financial
Missouri
+$2.48M

Top Sellers

1
TCM
TimesSquare Capital Management
New York
-$11.4M
2
AI
Aperture Investors
New York
-$11.1M
3
FWIA
Fort Washington Investment Advisors
Ohio
-$10.4M
4
SC
Shellback Capital
Massachusetts
-$8.51M
5
PAIM
Punch & Associates Investment Management
Minnesota
-$6.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
176
First Horizon Advisors
Tennessee
$7.1K -$704 -12 -9%
GWM
177
Geneos Wealth Management
Colorado
$6.75K +$5.87K +100 +667%
PMFA
178
Plante Moran Financial Advisors
Michigan
$6.51K -$8.98K -153 -58%
WT
179
Whittier Trust
California
$5.63K – – –
Northwestern Mutual Wealth Management
180
Northwestern Mutual Wealth Management
Wisconsin
$4.81K +$4.81K +82 New
TWC
181
TD Waterhouse Canada
Ontario, Canada
$4.74K – – –
CWA
182
Carolina Wealth Advisors
South Carolina
$4.52K – – –
LC
183
Lindbrook Capital
California
$1.94K +$293 +5 +18%
CA
184
Clearstead Advisors
Ohio
$1.82K – – –
Carson Wealth (CWM LLC)
185
Carson Wealth (CWM LLC)
Nebraska
$1K -$478 -11 -32%
C
186
Covestor
United Kingdom
$1K +$625 +5 +167%
Nisa Investment Advisors
187
Nisa Investment Advisors
Missouri
$939 – – –
GRP
188
Global Retirement Partners
California
$352 – – –
Point72 Asset Management
189
Point72 Asset Management
Connecticut
$59 +$59 +1 New
TCM
190
TimesSquare Capital Management
New York
– -$11.4M -201,275 Closed
Neuberger Berman Group
191
Neuberger Berman Group
New York
– -$1.36M -24,083 Closed
CWA
192
CM Wealth Advisors
Ohio
– -$942K -17,242 Closed
SG Americas Securities
193
SG Americas Securities
New York
– -$681K -12,068 Closed
HAIM
194
Hunter Associates Investment Management
Pennsylvania
– -$506K -8,779 Closed
LOAMS
195
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$412K -7,300 Closed
SO
196
STRS Ohio
Ohio
– -$378K -6,700 Closed
VI
197
Versor Investments
New York
– -$233K -4,131 Closed
LPL Financial
198
LPL Financial
California
– -$215K -3,815 Closed
B
199
BloombergSen
Ontario, Canada
– -$77.6K -1,375 Closed
ACM
200
Aquatic Capital Management
Illinois
– -$40K -700 Closed
5 6 7
8
9