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Mueller Industries
MLI

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: 1 → 3 (+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: 171 → 168 (-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

Top Buyers

1
GCM
Gates Capital Management
New York
+$16.2M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$8.94M
3
Victory Capital Management
Victory Capital Management
Texas
+$8.84M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$8.22M
5
Prudential Financial
Prudential Financial
New Jersey
+$6.08M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$8.11M
2
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$7.04M
3
First Manhattan
First Manhattan
New York
-$5.7M
4
Principal Financial Group
Principal Financial Group
Iowa
-$5.51M
5
Artisan Partners
Artisan Partners
Wisconsin
-$4.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
STC
126
SEI Trust Company
Pennsylvania
$362K +$294K +39,600 +619%
HFS
127
HL Financial Services
Kentucky
$352K +$43.7K +5,888 +15%
ClearBridge Investments
128
ClearBridge Investments
New York
$315K – – –
SCA
129
SAC Capital Advisors
Connecticut
$311K -$286K -38,472 -49%
Millennium Management
130
Millennium Management
New York
$310K -$2.23M -300,720 -88%
GVT
131
Genesee Valley Trust
New York
$298K +$594 +80 +0.2%
YMRC
132
Yorktown Management & Research Company
Virginia
$290K – – –
MSA
133
Mason Street Advisors
Wisconsin
$283K +$21.4K +2,888 +9%
NTCOC
134
Northern Trust Company of Connecticut
Connecticut
$259K +$244K +32,864 New
GH
135
GAM Holding
Switzerland
$252K – – –
OC
136
Oppenheimer & Co
New York
$252K – – –
ACP
137
Aviance Capital Partners
Florida
$252K +$238K +32,000 New
Federated Hermes
138
Federated Hermes
Pennsylvania
$248K -$146K -19,608 -38%
HI
139
HBK Investments
Texas
$245K -$292K -39,328 -56%
CIBC Asset Management
140
CIBC Asset Management
Ontario, Canada
$217K +$205K +27,584 New
PCM
141
Piermont Capital Management
Missouri
$207K +$195K +26,320 New
CBN
142
Cadence Bank NA
Texas
$205K +$193K +26,000 New
CCMH
143
Cornerstone Capital Management Holdings
New York
$143K +$16.5K +2,216 +14%
Canada Life
144
Canada Life
Manitoba, Canada
$136K +$127K +17,120 New
BJ
145
BlackRock Japan
Japan
$129K -$96K -12,920 -44%
SG Americas Securities
146
SG Americas Securities
New York
$128K -$143K -19,192 -54%
DSC
147
Duncker Streett & Co
Missouri
$126K – – –
DADC
148
D.A. Davidson & Co
Montana
$98K +$8.02K +1,080 +10%
Fuller & Thaler Asset Management
149
Fuller & Thaler Asset Management
California
$82K – – –
GGPS
150
Gary Goldberg Planning Services
New York
$67K +$2.5K +336 +4%
4 5
6
7 8

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.