Malibu Boats
MBUU
150 hedge funds and large institutions have $742M invested in Malibu Boats in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 44 increasing their positions, 49 reducing their positions, and 36 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
88% more call options, than puts
Call options by funds: $3.04M | Put options by funds: $1.62M
2.58% more ownership
Funds ownership: 97.47% → 100.06% (+2.6%)
2% less capital invested
Capital invested by funds: $756M → $742M (-$14.7M)
10% less repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 49
11% less funds holding
Funds holding: 169 → 150 (-19)
47% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 36
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$14.4M |
| 2 |
LHC
Lodge Hill Capital
New York
|
+$9.39M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
+$7.73M |
| 4 |
OAM
Oberweis Asset Management
Lisle,
Illinois
|
+$6.92M |
| 5 |
TCM
Tybourne Capital Management
Hong Kong
|
+$3.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$26M |
| 2 |
VIG
Vienna Insurance Group
Warsaw,
Poland
|
-$4.32M |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
-$3.78M |
| 4 |
Nordea Investment Management
Stockholm,
Sweden
|
-$3.12M |
| 5 |
Goldman Sachs
New York
|
-$2.95M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NC
176
nVerses Capital
Wellington,
Florida
| – | -$73.7K | -1,900 | Closed |
|
177
Walleye Capital
New York
| – | -$8.15K | -210 | Closed |
|
|
RFS
178
Richardson Financial Services
Medway,
Massachusetts
| – | -$3.89K | -111 | Closed |
|
|
FFA
179
Farther Finance Advisors
San Francisco,
California
| – | -$3.96K | -102 | Closed |
|
|
ACM
180
Aster Capital Management
Dubai,
United Arab Emirates
| – | -$3.49K | -90 | Closed |
|
|
CPA
181
Capital Performance Advisors
Walnut Creek,
California
| – | -$3.18K | -82 | Closed |
|
|
AF
182
Advisornet Financial
Minnetonka,
Minnesota
| – | -$1.16K | -30 | Closed |
|
183
Bessemer Group
Woodbridge,
New Jersey
| – | -$1K | -30 | Closed |
|
|
A
184
AlphaQuest
New York
| – | -$505 | -13 | Closed |
|
|
TCOV
185
Trust Company of Vermont
Brattleboro,
Vermont
| – | -$116 | -3 | Closed |
|
MBUU Hedge Fund Activity: Q4 2024 in Review
150 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q4 2024, worth a combined $742M — down 1.9% from $756M a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of MBUU and 19 opened new positions — a net loss of 17 holders — while 49 trimmed existing stakes and 44 added.
The largest buyer was Bank of New York Mellon, adding an estimated $14.4M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $26M.
- 150 institutional investors held Malibu Boats (MBUU) as of Q4 2024, down from 169 in Q3 2024.
- Funds reported $742M of Malibu Boats stock for Q4 2024, down 1.9% quarter-over-quarter.
- 19 funds opened new Malibu Boats positions in Q4 2024 and 36 closed out, a net change of -17 holders.
- The largest Malibu Boats buyer in Q4 2024 was Bank of New York Mellon, an estimated $14.4M added.
- The largest Malibu Boats seller in Q4 2024 was Manulife (Manufacturers Life Insurance), an estimated $26M sold.
Based on aggregated 13F filings for Q4 2024.