Malibu Boats
MBUU
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.
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: 187 → 183 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$10.2M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
+$6.96M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$4.9M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$4.33M |
| 5 |
BlackRock
New York
|
+$3.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$12.9M |
| 2 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$5.53M |
| 3 |
AI
Aperture Investors
New York
|
-$5.16M |
| 4 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
-$3.99M |
| 5 |
Lazard Asset Management
New York
|
-$3.07M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HR
201
Howe & Rusling
Rochester,
New York
| – | -$177K | -3,681 | Closed |
|
|
PHK
202
Point72 Hong Kong
Hong Kong
| – | -$90K | -1,877 | Closed |
|
|
HL
203
Harding Loevner
Bridgewater,
New Jersey
| – | -$45K | -939 | Closed |
|
204
Ensign Peak Advisors
Salt Lake City,
Utah
| – | -$29K | -600 | Closed |
|
|
AF
205
Allworth Financial
Folsom,
California
| – | -$11K | -239 | Closed |
|
|
TWA
206
TCI Wealth Advisors
Tucson,
Arizona
| – | -$3K | -68 | 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.