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Malibu Boats

191 hedge funds and large institutions have $989M invested in Malibu Boats in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 91 increasing their positions, 51 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 51

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.68% less ownership

Funds ownership: 92.75%92.07% (-0.68%)

4% less funds holding

Funds holding: 198191 (-7)

12% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 26

25% less capital invested

Capital invested by funds: $1.31B → $989M (-$321M)

62% less call options, than puts

Call options by funds: $2.27M | Put options by funds: $6.01M

Holders
191
Holders Change
-7
Holders Change %
-3.54%
% of All Funds
3.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
91
Reduced
51
Closed
26
Calls
$2.27M
Puts
$6.01M
Net Calls
-$3.74M
Net Calls Change
+$800K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$94.7M +$1M +15,550 +1%
American Century Companies
2
American Century Companies
Missouri
$76.2M +$4.1M +63,629 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$63.6M -$95.7K -1,485 -0.1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$38.7M +$57K +885 +0.1%
CB
5
Cooke & Bieler
Pennsylvania
$36.7M +$1.95M +30,280 +5%
Loomis, Sayles & Company
6
Loomis, Sayles & Company
Massachusetts
$34.4M -$730K -11,328 -2%
Lazard Asset Management
7
Lazard Asset Management
New York
$31.4M -$1.65M -25,565 -5%
Fidelity International
8
Fidelity International
Bermuda
$30.8M +$24.3M +376,888 +244%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$29.7M -$28.1M -435,679 -46%
SAM
10
Southernsun Asset Management
Tennessee
$25.2M -$701K -10,880 -2%
State Street
11
State Street
Massachusetts
$23.9M +$584K +9,066 +2%
CI Investments Inc
12
CI Investments Inc
Ontario, Canada
$22.9M +$1.62M +25,200 +7%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$22.4M +$1.64M +25,426 +7%
FWIA
14
Fort Washington Investment Advisors
Ohio
$21.4M +$3.95M +61,365 +20%
AI
15
Aperture Investors
New York
$20.5M +$5.45M +84,594 +32%
ACM
16
Ararat Capital Management
Connecticut
$20.2M +$1.61M +24,936 +8%
JP Morgan Chase
17
JP Morgan Chase
New York
$19.3M +$638K +9,899 +3%
TCM
18
TimesSquare Capital Management
New York
$19.2M +$122K +1,900 +0.6%
Manulife (Manufacturers Life Insurance)
19
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$17.1M +$1.28M +19,912 +7%
SC
20
Shellback Capital
Massachusetts
$16.7M -$2.1M -32,547 -10%
Renaissance Technologies
21
Renaissance Technologies
New York
$16.3M -$1.11M -17,300 -6%
Bank of America
22
Bank of America
North Carolina
$14.7M +$2.72M +42,133 +20%
LCOV
23
London Company of Virginia
Virginia
$14.3M +$1.25M +19,453 +9%
PAIM
24
Punch & Associates Investment Management
Minnesota
$13.8M +$337K +5,235 +2%
Northern Trust
25
Northern Trust
Illinois
$12.2M -$605K -9,394 -4%

MBUU Hedge Fund Activity: Q1 2022 in Review

191 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q1 2022, worth a combined $989M — down 25% from $1.31B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of MBUU and 23 opened new positions — a net loss of 3 holders — while 51 trimmed existing stakes and 91 added.

The largest buyer was Fidelity International, adding an estimated $24.3M. The largest seller was Massachusetts Financial Services, cutting an estimated $28.1M.

  • 191 institutional investors held Malibu Boats (MBUU) as of Q1 2022, down from 198 in Q4 2021.
  • Funds reported $989M of Malibu Boats stock for Q1 2022, down 25% quarter-over-quarter.
  • 23 funds opened new Malibu Boats positions in Q1 2022 and 26 closed out, a net change of -3 holders.
  • The largest Malibu Boats buyer in Q1 2022 was Fidelity International, an estimated $24.3M added.
  • The largest Malibu Boats seller in Q1 2022 was Massachusetts Financial Services, an estimated $28.1M sold.

Based on aggregated 13F filings for Q1 2022.