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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
VWM
51
Venturi Wealth Management
Texas
$10.2M +$135K +6,692 +2%
Deutsche Bank
52
Deutsche Bank
Germany
$10M +$6.24M +308,908 +265%
Swiss National Bank
53
Swiss National Bank
Switzerland
$10M -$1.03M -50,800 -11%
Hotchkis & Wiley Capital Management
54
Hotchkis & Wiley Capital Management
California
$9.69M -$198K -9,800 -2%
BNP Paribas Asset Management
55
BNP Paribas Asset Management
France
$9.5M +$859K +42,514 +12%
CAM
56
Congress Asset Management
Massachusetts
$9.47M +$20K +988 +0.2%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$9.32M +$257K +12,706 +3%
State of Wisconsin Investment Board
58
State of Wisconsin Investment Board
Wisconsin
$9.29M +$2.25M +111,318 +39%
CSPIA
59
Cary Street Partners Investment Advisory
Virginia
$9.16M +$3.8K +188 +0%
MWM
60
Moran Wealth Management
Florida
$9.14M +$574K +28,406 +8%
New York State Teachers Retirement System (NYSTRS)
61
New York State Teachers Retirement System (NYSTRS)
New York
$8.89M -$41.9K -2,074 -0.5%
Barclays
62
Barclays
United Kingdom
$8.86M +$5.12M +253,742 +208%
AllianceBernstein
63
AllianceBernstein
Tennessee
$8.19M -$71.9K -3,562 -1%
AQR Capital Management
64
AQR Capital Management
Connecticut
$8.08M -$5.07M -250,900 -42%
WC
65
Winmill & Co
New York
$7.98M
FVCM
66
F&V Capital Management
Florida
$7.78M
PL
67
Perpetual Ltd
Australia
$7.52M +$207K +10,258 +3%
Westfield Capital Management
68
Westfield Capital Management
Massachusetts
$7.5M +$438K +21,692 +7%
Citadel Advisors
69
Citadel Advisors
Florida
$7.22M -$4.17M -206,290 -40%
WG
70
Winton Group
United Kingdom
$7.02M +$3.9M +193,156 +185%
Man Group
71
Man Group
United Kingdom
$6.72M +$5.76M +285,014 New
National Bank of Canada
72
National Bank of Canada
Quebec, Canada
$6.53M -$651K -32,240 -10%
Prudential Financial
73
Prudential Financial
New Jersey
$6.28M -$1.47M -72,872 -21%
UBS AM
74
UBS AM
Illinois
$6.13M +$633K +31,358 +14%
Balyasny Asset Management
75
Balyasny Asset Management
Illinois
$6.08M +$911K +45,088 +21%

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.