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Malibu Boats

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.

New
Increased
Maintained
Reduced
Closed

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: 187183 (-4)

Holders
183
Holders Change
-4
Holders Change %
-2.14%
% of All Funds
2.94%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
65
Reduced
65
Closed
23
Calls
$2.28M
Puts
$1.17M
Net Calls
+$1.1M
Net Calls Change
+$7.83M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$80.3M +$3.73M +69,540 +5%
Macquarie Group
2
Macquarie Group
Australia
$78.5M -$12.9M -241,142 -14%
American Century Companies
3
American Century Companies
Missouri
$75M +$2.19M +40,886 +3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$66M +$4.9M +91,370 +8%
Capital World Investors
5
Capital World Investors
California
$55.5M +$10.2M +191,000 +22%
Fidelity International
6
Fidelity International
Bermuda
$43.2M
CB
7
Cooke & Bieler
Pennsylvania
$32.9M -$50.9K -950 -0.2%
Loomis, Sayles & Company
8
Loomis, Sayles & Company
Massachusetts
$30.4M -$731K -13,638 -2%
SAM
9
Southernsun Asset Management
Tennessee
$23M +$264K +4,921 +1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$22.7M +$62.9K +1,173 +0.3%
State Street
11
State Street
Massachusetts
$21.4M -$168K -3,131 -0.8%
FWIA
12
Fort Washington Investment Advisors
Ohio
$21.3M +$45K +840 +0.2%
Lazard Asset Management
13
Lazard Asset Management
New York
$19M -$3.07M -57,223 -14%
Renaissance Technologies
14
Renaissance Technologies
New York
$16.6M -$2.85M -53,100 -15%
Manulife (Manufacturers Life Insurance)
15
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16.5M +$855K +15,953 +5%
CI Investments Inc
16
CI Investments Inc
Ontario, Canada
$16.4M -$1.98M -36,990 -11%
AI
17
Aperture Investors
New York
$15.2M -$5.16M -96,141 -25%
JP Morgan Chase
18
JP Morgan Chase
New York
$14.3M -$1.59M -29,600 -10%
SC
19
Shellback Capital
Massachusetts
$12.9M -$1.07M -20,000 -8%
TCM
20
TimesSquare Capital Management
New York
$12.9M -$1.08M -20,100 -8%
LCOV
21
London Company of Virginia
Virginia
$12.6M -$1.03M -19,219 -8%
PAIM
22
Punch & Associates Investment Management
Minnesota
$11.7M +$106K +1,970 +0.9%
EIP
23
Epoch Investment Partners
New York
$11.2M +$2.48M +46,252 +28%
Charles Schwab
24
Charles Schwab
California
$10.8M +$843K +15,717 +8%
Northern Trust
25
Northern Trust
Illinois
$10.6M +$20.5K +383 +0.2%

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.