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Malibu Boats

187 hedge funds and large institutions have $1.46B invested in Malibu Boats in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 61 increasing their positions, 78 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 192187 (-5)

3.33% less ownership

Funds ownership: 98.91%95.58% (-3.3%)

11% less capital invested

Capital invested by funds: $1.63B → $1.46B (-$174M)

15% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 27

22% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 78

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

37% less call options, than puts

Call options by funds: $2.89M | Put options by funds: $4.55M

Holders
187
Holders Change
-5
Holders Change %
-2.6%
% of All Funds
3.26%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
23
Increased
61
Reduced
78
Closed
27
Calls
$2.89M
Puts
$4.55M
Net Calls
-$1.66M
Net Calls Change
-$3.06M
Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
1
Macquarie Group
Australia
$153M +$75M +942,398 +82%
BlackRock
2
BlackRock
New York
$121M -$14.3M -179,219 -10%
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$92.9M -$37.4M -469,999 -27%
American Century Companies
4
American Century Companies
Missouri
$85.4M +$27.6M +346,751 +42%
Vanguard Group
5
Vanguard Group
Pennsylvania
$83.7M -$2.35M -29,536 -3%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$57.4M +$13.9M +174,809 +29%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$49.6M -$1.7M -21,391 -3%
Loomis, Sayles & Company
8
Loomis, Sayles & Company
Massachusetts
$46.3M -$1.02M -12,834 -2%
CB
9
Cooke & Bieler
Pennsylvania
$45.6M +$22.2M +279,406 +82%
Lazard Asset Management
10
Lazard Asset Management
New York
$41.4M -$472K -5,925 -1%
Renaissance Technologies
11
Renaissance Technologies
New York
$39.2M -$16.1M -202,600 -28%
State Street
12
State Street
Massachusetts
$29.4M +$1.46M +18,348 +5%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$28.2M +$267K +3,359 +0.9%
AllianceBernstein
14
AllianceBernstein
Tennessee
$26.7M -$1.57M -19,768 -5%
TCM
15
TimesSquare Capital Management
New York
$26.1M -$6.01M -75,550 -18%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$25.7M -$2.28M -28,675 -8%
SAM
17
Southernsun Asset Management
Tennessee
$21.2M +$23M +288,562 New
ACH
18
ArrowMark Colorado Holdings
Colorado
$20.2M -$3.53M -44,412 -14%
JP Morgan Chase
19
JP Morgan Chase
New York
$20M -$1.5M -18,800 -6%
Manulife (Manufacturers Life Insurance)
20
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18.4M +$4.08M +51,295 +26%
PAIM
21
Punch & Associates Investment Management
Minnesota
$16.9M -$1.58M -19,858 -8%
Northern Trust
22
Northern Trust
Illinois
$16.6M -$682K -8,565 -4%
AI
23
Aperture Investors
New York
$14.9M +$5.16M +64,794 +47%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$14.7M +$239K +3,000 +2%
CI Investments Inc
25
CI Investments Inc
Ontario, Canada
$14.6M +$2.79M +35,071 +21%

MBUU Hedge Fund Activity: Q2 2021 in Review

187 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q2 2021, worth a combined $1.46B — down 11% from $1.63B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of MBUU and 23 opened new positions — a net loss of 4 holders — while 78 trimmed existing stakes and 61 added.

The largest buyer was Macquarie Group, adding an estimated $75M. The largest seller was Lord, Abbett & Co, cutting an estimated $37.4M.

  • 187 institutional investors held Malibu Boats (MBUU) as of Q2 2021, down from 192 in Q1 2021.
  • Funds reported $1.46B of Malibu Boats stock for Q2 2021, down 11% quarter-over-quarter.
  • 23 funds opened new Malibu Boats positions in Q2 2021 and 27 closed out, a net change of -4 holders.
  • The largest Malibu Boats buyer in Q2 2021 was Macquarie Group, an estimated $75M added.
  • The largest Malibu Boats seller in Q2 2021 was Lord, Abbett & Co, an estimated $37.4M sold.

Based on aggregated 13F filings for Q2 2021.