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Malibu Boats

204 hedge funds and large institutions have $1.36B invested in Malibu Boats in 2021 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 78 increasing their positions, 64 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 15

22% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 64

9% more funds holding

Funds holding: 187204 (+17)

2.18% less ownership

Funds ownership: 95.58%93.41% (-2.2%)

7% less capital invested

Capital invested by funds: $1.46B → $1.36B (-$98.2M)

43% less call options, than puts

Call options by funds: $5.53M | Put options by funds: $9.63M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
204
Holders Change
+17
Holders Change %
+9.09%
% of All Funds
3.57%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
34
Increased
78
Reduced
64
Closed
15
Calls
$5.53M
Puts
$9.63M
Net Calls
-$4.11M
Net Calls Change
-$2.44M
Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
1
Macquarie Group
Australia
$150M +$4.17M +55,560 +3%
BlackRock
2
BlackRock
New York
$109M -$7.39M -98,450 -6%
American Century Companies
3
American Century Companies
Missouri
$83.1M +$1.73M +23,038 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$76.4M -$3.8M -50,558 -4%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$67.8M +$14M +186,177 +24%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$47.2M -$156K -2,083 -0.3%
Loomis, Sayles & Company
7
Loomis, Sayles & Company
Massachusetts
$43.5M -$724K -9,639 -2%
CB
8
Cooke & Bieler
Pennsylvania
$42.7M -$869K -11,570 -2%
Lazard Asset Management
9
Lazard Asset Management
New York
$40.5M +$1.01M +13,441 +2%
State Street
10
State Street
Massachusetts
$28M -$104K -1,382 -0.3%
SAM
11
Southernsun Asset Management
Tennessee
$27.9M +$8.28M +110,286 +38%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$25.5M -$1.48M -19,747 -5%
Renaissance Technologies
13
Renaissance Technologies
New York
$24.9M -$13.4M -178,300 -33%
TCM
14
TimesSquare Capital Management
New York
$22.8M -$2.28M -30,320 -9%
SC
15
Shellback Capital
Massachusetts
$22.4M +$11.2M +149,200 +87%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$22M -$2.73M -36,316 -10%
AllianceBernstein
17
AllianceBernstein
Tennessee
$21.9M -$3.81M -50,749 -14%
CI Investments Inc
18
CI Investments Inc
Ontario, Canada
$19.8M +$6.29M +83,680 +42%
JP Morgan Chase
19
JP Morgan Chase
New York
$19.7M +$643K +8,557 +3%
LCOV
20
London Company of Virginia
Virginia
$19.5M +$20.9M +278,047 New
Manulife (Manufacturers Life Insurance)
21
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19.2M +$1.78M +23,710 +9%
AI
22
Aperture Investors
New York
$18.8M +$4.83M +64,252 +32%
ACM
23
Ararat Capital Management
Connecticut
$18.1M +$5.19M +69,165 +36%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$16.4M +$2.49M +33,141 +16%
PAIM
25
Punch & Associates Investment Management
Minnesota
$16.2M +$77.6K +1,033 +0.4%

MBUU Hedge Fund Activity: Q3 2021 in Review

204 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q3 2021, worth a combined $1.36B — down 6.7% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new MBUU positions and 15 closed out — a net gain of 19 holders — while 78 added to existing stakes and 64 trimmed.

The largest buyer was London Company of Virginia, opening a new position worth an estimated $20.9M. The largest seller was Lord, Abbett & Co, cutting an estimated $85.2M.

  • 204 institutional investors held Malibu Boats (MBUU) as of Q3 2021, up from 187 in Q2 2021.
  • Funds reported $1.36B of Malibu Boats stock for Q3 2021, down 6.7% quarter-over-quarter.
  • 34 funds opened new Malibu Boats positions in Q3 2021 and 15 closed out, a net change of +19 holders.
  • The largest Malibu Boats buyer in Q3 2021 was London Company of Virginia, an estimated $20.9M added.
  • The largest Malibu Boats seller in Q3 2021 was Lord, Abbett & Co, an estimated $85.2M sold.

Based on aggregated 13F filings for Q3 2021.