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Malibu Boats
MBUU

Overview Fund Activity

189 hedge funds and large institutions have $1.11B invested in Malibu Boats in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 70 increasing their positions, 70 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+5
Holders Change %
+2.72%
% of All Funds
2.98%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
70
Reduced
70
Closed
14
Calls
$3.33M
Puts
$3.41M
Net Calls
-$76K
Net Calls Change
-$2.51M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$96.7M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$24.9M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$50M
4
Bessemer Group
Bessemer Group
New Jersey
$12.9M
5
Stifel Financial
Stifel Financial
Missouri
$3.06M

Top Sellers

1
TCM
TimesSquare Capital Management
New York
$0
2
AI
Aperture Investors
New York
$4.5M
3
FWIA
Fort Washington Investment Advisors
Ohio
$14.5M
4
SC
Shellback Capital
Massachusetts
$3.13M
5
PAIM
Punch & Associates Investment Management
Minnesota
$3.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Capital World Investors
1
Capital World Investors
California
$96.7M +$35.6M +607,000 +58%
Macquarie Group
2
Macquarie Group
Australia
$86M -$194K -3,302 -0.2%
BlackRock
3
BlackRock
New York
$85.5M -$2.08M -35,527 -2%
American Century Companies
4
American Century Companies
Missouri
$85.4M +$514K +8,761 +0.6%
Vanguard Group
5
Vanguard Group
Pennsylvania
$78M +$309K +5,267 +0.4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$50M +$3.14M +53,487 +7%
Fidelity International
7
Fidelity International
Bermuda
$47.5M – – –
CB
8
Cooke & Bieler
Pennsylvania
$33.8M -$95K -1,620 -0.3%
Loomis, Sayles & Company
9
Loomis, Sayles & Company
Massachusetts
$33.4M -$309K -5,264 -0.9%
SAM
10
Southernsun Asset Management
Tennessee
$26.8M -$325K -5,540 -1%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$26.7M +$1.14M +19,394 +4%
State Street
12
State Street
Massachusetts
$25M +$1,000K +17,041 +4%
Manulife (Manufacturers Life Insurance)
13
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$24.9M +$5.39M +91,964 +28%
Renaissance Technologies
14
Renaissance Technologies
New York
$19.5M +$868K +14,800 +5%
Lazard Asset Management
15
Lazard Asset Management
New York
$18.4M -$660K -11,248 -3%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$15.1M +$54.7K +932 +0.4%
LCOV
17
London Company of Virginia
Virginia
$14.7M +$615K +10,487 +4%
FWIA
18
Fort Washington Investment Advisors
Ohio
$14.5M -$10.4M -177,920 -42%
CI Investments Inc
19
CI Investments Inc
Ontario, Canada
$14.3M -$1.71M -29,188 -11%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$14.2M +$1.82M +31,089 +15%
Charles Schwab
21
Charles Schwab
California
$13.6M +$323K +5,507 +2%
Bessemer Group
22
Bessemer Group
New Jersey
$12.9M +$2.68M +45,703 +26%
EIP
23
Epoch Investment Partners
New York
$12.3M +$61.3K +1,045 +0.5%
Northern Trust
24
Northern Trust
Illinois
$11.7M -$83.9K -1,430 -0.7%
Bank of America
25
Bank of America
North Carolina
$11.1M -$254K -4,323 -2%
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