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Mueller Industries

168 hedge funds and large institutions have $1.63B invested in Mueller Industries in 2013 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 61 increasing their positions, 66 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

14% more capital invested

Capital invested by funds: $1.42B → $1.63B (+$203M)

3.07% more ownership

Funds ownership: 727.52%730.6% (+3.1%)

8% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 66

2% less funds holding

Funds holding: 171168 (-3)

17% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 18

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $63K

Holders
168
Holders Change
-3
Holders Change %
-1.75%
% of All Funds
4.88%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
15
Increased
61
Reduced
66
Closed
18
Calls
Puts
$63K
Net Calls
-$63K
Net Calls Change
+$660K
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
51
AQR Capital Management
Connecticut
$4.74M -$475K -64,000 -10%
SGM
52
Summit Global Management
California
$4.5M -$375K -50,440 -8%
Public Sector Pension Investment Board (PSP Investments)
53
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.34M +$71.3K +9,600 +2%
Bank of America
54
Bank of America
North Carolina
$4.34M +$174K +23,464 +4%
KCM
55
Kennedy Capital Management
Missouri
$4.27M -$3.38M -454,464 -46%
AllianceBernstein
56
AllianceBernstein
Tennessee
$3.77M -$59 -8 -0%
CS
57
Credit Suisse
Switzerland
$3.33M -$253K -34,016 -7%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$3.21M +$17.8K +2,400 +0.6%
FVCM
59
F&V Capital Management
Florida
$3.05M +$44K +5,920 +2%
WC
60
Walthausen & Co
New York
$2.97M +$2.8M +376,960 New
BG
61
BlackRock Group
United Kingdom
$2.83M -$1.07M -143,880 -29%
First Trust Advisors
62
First Trust Advisors
Illinois
$2.55M -$104K -13,952 -4%
RBA
63
Richard Bernstein Advisors
New York
$2.48M +$1.61M +216,208 +220%
MIU
64
Man Investments (UK)
United Kingdom
$2.45M +$478K +64,384 +26%
GAM
65
Gotham Asset Management
New York
$2.37M +$1.88M +253,416 +531%
MPAM
66
Monarch Partners Asset Management
Massachusetts
$2.37M +$2.23M +300,640 New
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$2.37M +$1.78K +240 +0.1%
KeyBank National Association
68
KeyBank National Association
Ohio
$2.29M +$409K +55,064 +23%
MCM
69
Matarin Capital Management
New York
$2.06M +$1.94M +261,560 New
U
70
UBS
Switzerland
$2.05M -$7.13K -960 -0.4%
PP
71
PDT Partners
New York
$2.04M -$2.3M -310,024 -54%
Deutsche Bank
72
Deutsche Bank
Germany
$2.04M -$781K -105,168 -29%
Nisa Investment Advisors
73
Nisa Investment Advisors
Missouri
$1.99M +$178K +24,000 +10%
PPA
74
Parametric Portfolio Associates
Washington
$1.97M +$323K +43,440 +21%
ERSOT
75
Employees Retirement System of Texas
Texas
$1.95M

MLI Hedge Fund Activity: Q4 2013 in Review

168 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Mueller Industries (MLI) for Q4 2013, worth a combined $1.63B — up 14% from $1.42B a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of MLI and 15 opened new positions — a net loss of 3 holders — while 66 trimmed existing stakes and 61 added.

The largest buyer was Gates Capital Management, adding an estimated $16.2M. The largest seller was Morgan Stanley, cutting an estimated $8.11M.

  • 168 institutional investors held Mueller Industries (MLI) as of Q4 2013, down from 171 in Q3 2013.
  • Funds reported $1.63B of Mueller Industries stock for Q4 2013, up 14% quarter-over-quarter.
  • 15 funds opened new Mueller Industries positions in Q4 2013 and 18 closed out, a net change of -3 holders.
  • The largest Mueller Industries buyer in Q4 2013 was Gates Capital Management, an estimated $16.2M added.
  • The largest Mueller Industries seller in Q4 2013 was Morgan Stanley, an estimated $8.11M sold.

Based on aggregated 13F filings for Q4 2013.