Malibu Boats
MBUU
191 hedge funds and large institutions have $1.11B invested in Malibu Boats in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 70 increasing their positions, 70 reducing their positions, and 14 closing their positions.
43% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 14
3% more funds holding
Funds holding: 185 → 191 (+6)
4% more capital invested
Capital invested by funds: $1.07B → $1.11B (+$42.3M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 70
2% less call options, than puts
Call options by funds: $3.33M | Put options by funds: $3.41M
1.11% less ownership
Funds ownership: 92.97% → 91.87% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$34.1M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$5.16M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$3M |
| 4 |
Bessemer Group
Woodbridge,
New Jersey
|
+$2.57M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$2.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
TimesSquare Capital Management
New York
|
-$11.4M |
| 2 |
AI
Aperture Investors
New York
|
-$10.6M |
| 3 |
FWIA
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
-$9.99M |
| 4 |
SC
Shellback Capital
Boston,
Massachusetts
|
-$8.14M |
| 5 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$6.37M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
B
201
BloombergSen
Toronto,
Ontario, Canada
| – | -$77.6K | -1,375 | Closed |
|
|
ACM
202
Aquatic Capital Management
Chicago,
Illinois
| – | -$40K | -700 | Closed |
|
203
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$11K | -195 | Closed |
|
|
S
204
SignatureFD
Atlanta,
Georgia
| – | -$565 | -10 | Closed |
|
|
SSC
205
Syverson Strege & Co
West Des Moines,
Iowa
| – | -$395 | -7 | Closed |
|
MBUU Hedge Fund Activity: Q2 2023 in Review
191 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q2 2023, worth a combined $1.11B — up 4% from $1.07B a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new MBUU positions and 14 closed out — a net gain of 6 holders — while 70 added to existing stakes and 70 trimmed.
The largest buyer was Capital World Investors, adding an estimated $34.1M. The largest seller was TimesSquare Capital Management, exiting entirely with an estimated $11.4M sold.
- 191 institutional investors held Malibu Boats (MBUU) as of Q2 2023, up from 185 in Q1 2023.
- Funds reported $1.11B of Malibu Boats stock for Q2 2023, up 4% quarter-over-quarter.
- 20 funds opened new Malibu Boats positions in Q2 2023 and 14 closed out, a net change of +6 holders.
- The largest Malibu Boats buyer in Q2 2023 was Capital World Investors, an estimated $34.1M added.
- The largest Malibu Boats seller in Q2 2023 was TimesSquare Capital Management, an estimated $11.4M sold.
Based on aggregated 13F filings for Q2 2023.