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Malibu Boats

182 hedge funds and large institutions have $827M invested in Malibu Boats in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 71 increasing their positions, 45 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
+4
Holders Change %
+2.25%
% of All Funds
2.64%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
36
Increased
71
Reduced
45
Closed
32
Calls
$2.22M
Puts
$12.2M
Net Calls
-$9.99M
Net Calls Change
+$16.9M
Name Holding Trade Value Shares
Change
Shares
Change %
Capital World Investors
1
Capital World Investors
California
$71.4M
BlackRock
2
BlackRock
New York
$68.6M -$1.96M -45,397 -3%
Macquarie Group
3
Macquarie Group
Australia
$63M -$1.66M -38,252 -3%
CB
4
Cooke & Bieler
Pennsylvania
$58.4M +$18.5M +427,715 +46%
Vanguard Group
5
Vanguard Group
Pennsylvania
$51.5M -$2.49M -57,555 -5%
American Century Companies
6
American Century Companies
Missouri
$48.7M -$16.8M -388,904 -26%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$44.2M +$917K +21,184 +2%
Invesco
8
Invesco
Georgia
$27.2M +$8.81M +203,505 +48%
Grantham, Mayo, Van Otterloo & Co (GMO)
9
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$22.4M +$12.1M +279,273 +117%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$21.9M +$688K +15,902 +3%
SAM
11
Southernsun Asset Management
Tennessee
$20.6M +$983K +22,704 +5%
State Street
12
State Street
Massachusetts
$19.8M +$356K +8,218 +2%
Fidelity International
13
Fidelity International
Bermuda
$19.5M -$15.6M -360,000 -44%
Manulife (Manufacturers Life Insurance)
14
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18.8M -$65.4K -1,510 -0.3%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$15.3M +$3.39M +78,294 +29%
FWIA
16
Fort Washington Investment Advisors
Ohio
$15M -$815K -18,821 -5%
Lord, Abbett & Co
17
Lord, Abbett & Co
New Jersey
$13.5M +$9.45M +218,378 +231%
Bessemer Group
18
Bessemer Group
New Jersey
$13.3M +$896K +20,700 +7%
SC
19
Shellback Capital
Massachusetts
$10.9M +$7.95M +183,600 +267%
LCOV
20
London Company of Virginia
Virginia
$10.7M +$1.24M +28,711 +13%
Bank of America
21
Bank of America
North Carolina
$9.09M +$413K +9,540 +5%
Charles Schwab
22
Charles Schwab
California
$8.33M +$765K +17,685 +10%
Northern Trust
23
Northern Trust
Illinois
$8.24M -$317K -7,326 -4%
Renaissance Technologies
24
Renaissance Technologies
New York
$8.22M -$3.12M -72,200 -28%
Ameriprise
25
Ameriprise
Minnesota
$7.66M +$1.79M +41,326 +30%