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Malibu Boats

192 hedge funds and large institutions have $1.29B invested in Malibu Boats in 2020 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 69 increasing their positions, 64 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $2.95M | Put options by funds: $1.88M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

46% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 28

30% more capital invested

Capital invested by funds: $1,000M → $1.29B (+$295M)

7% more funds holding

Funds holding: 180192 (+12)

2.38% more ownership

Funds ownership: 97.81%100.19% (+2.4%)

8% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 64

Holders
192
Holders Change
+12
Holders Change %
+6.67%
% of All Funds
3.4%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
41
Increased
69
Reduced
64
Closed
28
Calls
$2.95M
Puts
$1.88M
Net Calls
+$1.07M
Net Calls Change
+$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
201
Wellington Management Group
Massachusetts
-$343K -6,928 Closed
LCM
202
Laurion Capital Management
New York
-$327K -6,600 Closed
ECM
203
ExodusPoint Capital Management
New York
-$323K -6,523 Closed
Millennium Management
204
Millennium Management
New York
-$285 -5,760 Closed
JGC
205
J. Goldman & Co
New York
-$258K -5,200 Closed
TI
206
Trexquant Investment
Connecticut
-$211K -4,262 Closed
CANY
207
Caxton Associates (New York)
New York
-$209K -4,226 Closed
ACM
208
AlphaCrest Capital Management
New York
-$202K -4,070 Closed
TSW
209
Thompson Siegel & Walmsley
Virginia
-$173K -3,500 Closed
ASN
210
Advisory Services Network
Georgia
-$146K -2,947 Closed
QT
211
Quantbot Technologies
New York
-$50K -1,009 Closed
Acadian Asset Management
212
Acadian Asset Management
Massachusetts
-$38K -773 Closed
UFF
213
USA Financial Formulas
Michigan
-$35K -713 Closed
FC
214
FORA Capital
Florida
-$33K -672 Closed
NNP
215
Nachman Norwood & Parrott
South Carolina
-$11K -213 Closed
ETC
216
Exchange Traded Concepts
Oklahoma
-$1K -16 Closed
Federated Hermes
217
Federated Hermes
Pennsylvania
-$1K -7 Closed
DA
218
Denali Advisors
California
+$289 +5 New
TWM
219
Tradition Wealth Management
Minnesota
+$289 +5 New
SSC
220
Syverson Strege & Co
Iowa
+$404 +7 New

MBUU Hedge Fund Activity: Q4 2020 in Review

192 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q4 2020, worth a combined $1.29B — up 30% from $1,000M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new MBUU positions and 28 closed out — a net gain of 13 holders — while 69 added to existing stakes and 64 trimmed.

The largest buyer was American Century Companies, adding an estimated $11.1M. The largest seller was Renaissance Technologies, cutting an estimated $8.28M.

  • 192 institutional investors held Malibu Boats (MBUU) as of Q4 2020, up from 180 in Q3 2020.
  • Funds reported $1.29B of Malibu Boats stock for Q4 2020, up 30% quarter-over-quarter.
  • 41 funds opened new Malibu Boats positions in Q4 2020 and 28 closed out, a net change of +13 holders.
  • The largest Malibu Boats buyer in Q4 2020 was American Century Companies, an estimated $11.1M added.
  • The largest Malibu Boats seller in Q4 2020 was Renaissance Technologies, an estimated $8.28M sold.

Based on aggregated 13F filings for Q4 2020.