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Malibu Boats
MBUU

Overview Fund Activity

149 hedge funds and large institutions have $741M invested in Malibu Boats in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 44 increasing their positions, 49 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
-19
Holders Change %
-11.31%
% of All Funds
1.98%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
19
Increased
44
Reduced
49
Closed
36
Calls
$3.04M
Puts
$1.62M
Net Calls
+$1.42M
Net Calls Change
+$4.07M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$16.6M
2
LHC
Lodge Hill Capital
New York
$19.9M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$6.89M
4
OAM
Oberweis Asset Management
Illinois
$6.27M
5
TCM
Tybourne Capital Management
Hong Kong
$3.01M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$276K
2
VIG
Vienna Insurance Group
Poland
$0
3
Geode Capital Management
Geode Capital Management
Massachusetts
$18.2M
4
Nordea Investment Management
Nordea Investment Management
Sweden
$0
5
Goldman Sachs
Goldman Sachs
New York
$6.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
Capital World Investors
1
Capital World Investors
California
$61M – – –
BlackRock
2
BlackRock
New York
$61M -$2.47M -65,789 -4%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$57.6M +$2.13M +56,629 +4%
Pzena Investment Management
4
Pzena Investment Management
New York
$57.3M -$1.2M -31,978 -2%
CB
5
Cooke & Bieler
Pennsylvania
$50.5M +$518K +13,767 +1%
Vanguard Group
6
Vanguard Group
Pennsylvania
$45M -$274K -7,288 -0.6%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$40.9M -$201K -5,343 -0.5%
Macquarie Group
8
Macquarie Group
Australia
$35.3M -$171K -4,541 -0.5%
Grantham, Mayo, Van Otterloo & Co (GMO)
9
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$27.1M +$258K +6,865 +1%
American Century Companies
10
American Century Companies
Missouri
$21.8M +$2.1M +55,767 +11%
LHC
11
Lodge Hill Capital
New York
$19.9M +$8.52M +226,650 +75%
TLM
12
Twin Lions Management
Connecticut
$19.8M +$19.8M +526,935 New
Geode Capital Management
13
Geode Capital Management
Massachusetts
$18.2M -$3.43M -91,240 -16%
State Street
14
State Street
Massachusetts
$17.6M +$311K +8,271 +2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$16.6M +$13M +347,144 +371%
FWIA
16
Fort Washington Investment Advisors
Ohio
$14.8M +$2.03M +53,907 +16%
Fidelity International
17
Fidelity International
Bermuda
$12.8M – – –
Janus Henderson Group
18
Janus Henderson Group
United Kingdom
$11.8M +$2.84M +75,503 +32%
Bank of America
19
Bank of America
North Carolina
$11.4M +$1.96M +52,160 +21%
Raymond James Financial
20
Raymond James Financial
Florida
$8.22M +$8.22M +218,714 New
Northern Trust
21
Northern Trust
Illinois
$7.38M +$493K +13,113 +7%
Goldman Sachs
22
Goldman Sachs
New York
$6.94M -$2.67M -71,120 -28%
Schroder Investment Management Group
23
Schroder Investment Management Group
United Kingdom
$6.89M +$6.89M +186,615 New
Charles Schwab
24
Charles Schwab
California
$6.42M -$460K -12,245 -7%
OAM
25
Oberweis Asset Management
Illinois
$6.27M +$6.27M +166,900 New
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