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Malibu Boats
MBUU

Overview Fund Activity

178 hedge funds and large institutions have $1.05B invested in Malibu Boats in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 55 increasing their positions, 70 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
-1
Holders Change %
-0.56%
% of All Funds
2.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
28
Increased
55
Reduced
70
Closed
28
Calls
$3.46M
Puts
$30.3M
Net Calls
-$26.9M
Net Calls Change
-$25.4M

Top Buyers

1
Invesco
Invesco
Georgia
$23.3M
2
CB
Cooke & Bieler
Pennsylvania
$50.5M
3
BlackRock
BlackRock
New York
$89.4M
4
American Century Companies
American Century Companies
Missouri
$83M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$5.17M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$3.79M
2
Vanguard Group
Vanguard Group
Pennsylvania
$68.4M
3
UBS Group
UBS Group
Switzerland
$1.62M
4
Goldman Sachs
Goldman Sachs
New York
$3.29M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
$4.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
Capital World Investors
1
Capital World Investors
California
$90.4M – – –
BlackRock
2
BlackRock
New York
$89.4M +$9.57M +174,535 +12%
American Century Companies
3
American Century Companies
Missouri
$83M +$6.03M +109,997 +8%
Macquarie Group
4
Macquarie Group
Australia
$81.9M -$355K -6,469 -0.4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$68.4M -$6.48M -118,282 -9%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$54.8M +$2.11M +38,450 +4%
CB
7
Cooke & Bieler
Pennsylvania
$50.5M +$13.1M +239,707 +35%
Fidelity International
8
Fidelity International
Bermuda
$44.4M – – –
Loomis, Sayles & Company
9
Loomis, Sayles & Company
Massachusetts
$29.4M -$929K -16,952 -3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$26.9M +$914K +16,664 +4%
SAM
11
Southernsun Asset Management
Tennessee
$24.8M -$1.42M -25,951 -5%
State Street
12
State Street
Massachusetts
$24.6M +$1.02M +18,563 +4%
Manulife (Manufacturers Life Insurance)
13
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$23.9M +$430K +7,844 +2%
Invesco
14
Invesco
Georgia
$23.3M +$16.3M +297,318 +234%
FWIA
15
Fort Washington Investment Advisors
Ohio
$20M +$2.56M +46,714 +15%
Bessemer Group
16
Bessemer Group
New Jersey
$15.7M +$3.11M +56,786 +25%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$15M +$832K +15,168 +6%
Morgan Stanley
18
Morgan Stanley
New York
$14.7M +$4.89M +89,271 +50%
Renaissance Technologies
19
Renaissance Technologies
New York
$14.4M -$2.48M -45,300 -15%
Grantham, Mayo, Van Otterloo & Co (GMO)
20
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$13M +$2.23M +40,737 +21%
EIP
21
Epoch Investment Partners
New York
$13M -$1.65M -30,079 -11%
Lazard Asset Management
22
Lazard Asset Management
New York
$12.3M -$811K -14,795 -6%
LCOV
23
London Company of Virginia
Virginia
$12M +$95.4K +1,740 +0.8%
Bank of America
24
Bank of America
North Carolina
$11M -$205K -3,746 -2%
Northern Trust
25
Northern Trust
Illinois
$10.8M -$124K -2,263 -1%
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