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Mueller Industries

381 hedge funds and large institutions have $5.17B invested in Mueller Industries in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 120 increasing their positions, 153 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 31

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

27% more capital invested

Capital invested by funds: $4.08B → $5.17B (+$1.09B)

6% more funds holding

Funds holding: 358381 (+23)

22% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 153

40% less call options, than puts

Call options by funds: $4.1M | Put options by funds: $6.81M

190.68% less ownership

Funds ownership: 383.83%193.15% (-191%)

Holders
381
Holders Change
+23
Holders Change %
+6.42%
% of All Funds
5.55%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
59
Increased
120
Reduced
153
Closed
31
Calls
$4.1M
Puts
$6.81M
Net Calls
-$2.71M
Net Calls Change
+$1.87M
Name Holding Trade Value Shares
Change
Change in
Stake
FFW
301
Fusion Family Wealth
New York
$236K +$202K +10,000 New
PF
302
Phoenix Financial
Israel
$235K +$199K +9,856 New
FI
303
Fractal Investments
Connecticut
$232K -$139K -6,868 -41%
QCG
304
Quadrant Capital Group
Ohio
$221K +$32.4K +1,602 +21%
FL
305
Fort LP
Maryland
$219K -$82K -4,058 -30%
DT
306
Diversified Trust
Tennessee
$216K +$185K +9,144 New
CI Investments Inc
307
CI Investments Inc
Ontario, Canada
$214K +$151K +7,458 +462%
VAM
308
Verity Asset Management
North Carolina
$210K +$180K +8,920 New
JSL
309
JT Stratford LLC
Georgia
$205K -$1.89M -93,398 -91%
RWM
310
Rockline Wealth Management
New York
$204K +$175K +8,656 New
BC
311
Barnett & Company
Tennessee
$203K +$174K +8,600 New
BF
312
BOK Financial
Oklahoma
$196K +$168K +8,298 New
PP
313
Pingora Partners
Wyoming
$189K +$162K +8,000 New
DZ Bank
314
DZ Bank
Germany
$186K
TIM
315
Tortoise Investment Management
New York
$172K
ACM
316
Aquatic Capital Management
Illinois
$156K -$133K -6,600 -50%
WT
317
Whittier Trust
California
$151K
SOW
318
State of Wyoming
Wyoming
$136K -$19.1K -946 -14%
ECM
319
EMC Capital Management
Texas
$134K
BTI
320
Blue Trust Inc
Georgia
$127K -$28.6K -1,414 -29%
NA
321
NewEdge Advisors
Louisiana
$125K +$7.63K +378 +8%
SG Americas Securities
322
SG Americas Securities
New York
$119K -$1.07M -53,114 -91%
KBC Group
323
KBC Group
Belgium
$118K
TPCW
324
TD Private Client Wealth
New York
$102K +$3.27K +162 +4%
EWA
325
EverSource Wealth Advisors
Alabama
$67K +$969 +48 +2%

MLI Hedge Fund Activity: Q4 2023 in Review

381 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Mueller Industries (MLI) for Q4 2023, worth a combined $5.17B — up 27% from $4.08B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new MLI positions and 31 closed out — a net gain of 28 holders — while 120 added to existing stakes and 153 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $74.9M. The largest seller was Gates Capital Management, cutting an estimated $20.1M.

  • 381 institutional investors held Mueller Industries (MLI) as of Q4 2023, up from 358 in Q3 2023.
  • Funds reported $5.17B of Mueller Industries stock for Q4 2023, up 27% quarter-over-quarter.
  • 59 funds opened new Mueller Industries positions in Q4 2023 and 31 closed out, a net change of +28 holders.
  • The largest Mueller Industries buyer in Q4 2023 was Morgan Stanley, an estimated $74.9M added.
  • The largest Mueller Industries seller in Q4 2023 was Gates Capital Management, an estimated $20.1M sold.

Based on aggregated 13F filings for Q4 2023.