Malibu Boats
MBUU
184 hedge funds and large institutions have $828M 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.
58% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 45
13% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 32
2% more funds holding
Funds holding: 180 → 184 (+4)
0.44% less ownership
Funds ownership: 94.07% → 93.63% (-0.44%)
21% less capital invested
Capital invested by funds: $1.05B → $828M (-$224M)
82% less call options, than puts
Call options by funds: $2.22M | Put options by funds: $12.2M
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
+$19.6M |
| 2 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$12.8M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$10M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$9.33M |
| 5 |
SC
Shellback Capital
Boston,
Massachusetts
|
+$8.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$29.4M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$17.8M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
-$16.5M |
| 4 |
EIP
Epoch Investment Partners
New York
|
-$13M |
| 5 |
Lazard Asset Management
New York
|
-$10.1M |
MBUU Hedge Fund Activity: Q1 2024 in Review
184 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q1 2024, worth a combined $828M — down 21% from $1.05B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new MBUU positions and 32 closed out — a net gain of 4 holders — while 71 added to existing stakes and 45 trimmed.
The largest buyer was Cooke & Bieler, adding an estimated $19.6M. The largest seller was Loomis, Sayles & Company, exiting entirely with an estimated $29.4M sold.
- 184 institutional investors held Malibu Boats (MBUU) as of Q1 2024, up from 180 in Q4 2023.
- Funds reported $828M of Malibu Boats stock for Q1 2024, down 21% quarter-over-quarter.
- 36 funds opened new Malibu Boats positions in Q1 2024 and 32 closed out, a net change of +4 holders.
- The largest Malibu Boats buyer in Q1 2024 was Cooke & Bieler, an estimated $19.6M added.
- The largest Malibu Boats seller in Q1 2024 was Loomis, Sayles & Company, an estimated $29.4M sold.
Based on aggregated 13F filings for Q1 2024.