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Mueller Industries
MLI

151 hedge funds and large institutions have $1.8B invested in Mueller Industries in 2014 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 62 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more call options, than puts

Call options by funds: $878K | Put options by funds: $270K

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

18% more capital invested

Capital invested by funds: $1.53B → $1.8B (+$272M)

0% more funds holding

Funds holding: 151 → 151 (0)

7.04% less ownership

Funds ownership: 379.06% → 372.02% (-7%)

29% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 62

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
151
Holders Change
–
Holders Change %
0%
% of All Funds
4.03%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
16
Increased
44
Reduced
62
Closed
13
Calls
$878K
Puts
$270K
Net Calls
+$608K
Net Calls Change
+$617K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$49.9M
2
BFA
BlackRock Fund Advisors
California
+$9.2M
3
Franklin Resources
Franklin Resources
California
+$3.86M
4
GI
GAMCO Investors
Connecticut
+$3.06M
5
Comerica Bank
Comerica Bank
Texas
+$1.73M

Top Sellers

1
GCM
Gates Capital Management
New York
-$32.5M
2
RA
Royce & Associates
New York
-$14.9M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$6.57M
4
GC
GW Capital
Washington
-$6.02M
5
WC
Walthausen & Co
New York
-$5.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
126
Panagora Asset Management
Massachusetts
$130K – – –
DADC
127
D.A. Davidson & Co
Montana
$122K – – –
DSC
128
Duncker Streett & Co
Missouri
$108K – – –
TIM
129
Tortoise Investment Management
New York
$92K +$85.3K +10,764 New
Citadel Advisors
130
Citadel Advisors
Florida
$87K -$277K -34,992 -77%
CAW
131
Cornerstone Advisors (Washington)
Washington
$68K +$63.6K +8,020 New
SO
132
STRS Ohio
Ohio
$65K +$60.2K +7,600 New
Teacher Retirement System of Texas
133
Teacher Retirement System of Texas
Texas
$58K -$10.4K -1,308 -16%
GGPS
134
Gary Goldberg Planning Services
New York
$55K -$17.5K -2,208 -25%
BlackRock
135
BlackRock
New York
$54K – – –
US Bancorp
136
US Bancorp
Minnesota
$41K – – –
Bank of Montreal
137
Bank of Montreal
Ontario, Canada
$27K +$10.3K +1,296 +68%
Fifth Third Bancorp
138
Fifth Third Bancorp
Ohio
$20K – – –
FWM
139
Focused Wealth Management
New York
$17K +$63 +8 +0.4%
LTFS
140
Ladenburg Thalmann Financial Services
Florida
$17K +$63 +8 +0.4%
PSUF
141
People's United Financial
Connecticut
$14K – – –
WT
142
Whittier Trust
California
$13K – – –
Northwestern Mutual Wealth Management
143
Northwestern Mutual Wealth Management
Wisconsin
$12K +$11.4K +1,440 New
RFC
144
Russell Frank Company
Washington
$10K +$9.64K +1,216 New
GAM
145
Gemmer Asset Management
California
$6K – – –
TRCT
146
Tower Research Capital (TRC)
New York
$3K -$72.9K -9,200 -96%
Envestnet Asset Management
147
Envestnet Asset Management
Illinois
$3K – – –
DA
148
Denali Advisors
California
$2K – – –
Manulife (Manufacturers Life Insurance)
149
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.22K -$30.5K -3,844 -3%
WC
150
Walthausen & Co
New York
– -$5.17M -725,320 Closed
3 4 5
6
7

MLI Hedge Fund Activity: Q4 2014 in Review

151 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Mueller Industries (MLI) for Q4 2014, worth a combined $1.8B — up 18% from $1.53B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new MLI positions and 13 closed out — a net gain of 3 holders — while 44 added to existing stakes and 62 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $49.9M. The largest seller was Gates Capital Management, cutting an estimated $32.5M.

  • 151 institutional investors held Mueller Industries (MLI) as of Q4 2014, unchanged from Q3 2014.
  • Funds reported $1.8B of Mueller Industries stock for Q4 2014, up 18% quarter-over-quarter.
  • 16 funds opened new Mueller Industries positions in Q4 2014 and 13 closed out, a net change of +3 holders.
  • The largest Mueller Industries buyer in Q4 2014 was Fidelity Investments, an estimated $49.9M added.
  • The largest Mueller Industries seller in Q4 2014 was Gates Capital Management, an estimated $32.5M sold.

Based on aggregated 13F filings for Q4 2014.