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Mueller Industries

164 hedge funds and large institutions have $1.39B invested in Mueller Industries in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 66 increasing their positions, 51 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 51

1.66% less ownership

Funds ownership: 372.12%370.46% (-1.7%)

9% less funds holding

Funds holding: 180164 (-16)

27% less capital invested

Capital invested by funds: $1.91B → $1.39B (-$511M)

52% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 31

67% less call options, than puts

Call options by funds: $311K | Put options by funds: $932K

Holders
164
Holders Change
-16
Holders Change %
-8.89%
% of All Funds
3.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
66
Reduced
51
Closed
31
Calls
$311K
Puts
$932K
Net Calls
-$621K
Net Calls Change
-$309K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$195M +$1.38M +182,124 +0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$140M +$918K +121,440 +0.6%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$107M +$2M +264,080 +2%
GI
4
GAMCO Investors
Connecticut
$105M +$6.21M +822,020 +5%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$91.1M -$19.7M -2,601,500 -16%
Wells Fargo
6
Wells Fargo
California
$70.5M +$15M +1,989,588 +23%
GF
7
Gabelli Funds
New York
$57.4M +$3.07M +406,400 +5%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$52.3M +$2.16M +285,248 +4%
State Street
9
State Street
Massachusetts
$38.9M -$4.14M -548,376 -8%
Victory Capital Management
10
Victory Capital Management
Texas
$35.6M +$545K +72,160 +1%
Franklin Resources
11
Franklin Resources
California
$33.7M -$16.2M -2,145,332 -29%
Fisher Asset Management
12
Fisher Asset Management
Washington
$30.4M -$582K -77,076 -2%
Neuberger Berman Group
13
Neuberger Berman Group
New York
$30.1M -$2.03M -268,552 -6%
RA
14
Royce & Associates
New York
$27.6M -$2.17M -286,588 -6%
Norges Bank
15
Norges Bank
Norway
$25.4M -$1.26M -166,400 -4%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$21.4M +$1.48M +196,340 +6%
Northern Trust
17
Northern Trust
Illinois
$19.8M +$97K +12,840 +0.4%
Ameriprise
18
Ameriprise
Minnesota
$16.8M -$2.89M -382,308 -13%
MOACM
19
Mutual of America Capital Management
New York
$16.6M +$3.9M +516,648 +25%
Charles Schwab
20
Charles Schwab
California
$16M +$1.43M +188,988 +8%
PCM
21
Palisade Capital Management
New Jersey
$15.4M +$1.5M +198,628 +9%
Invesco
22
Invesco
Georgia
$14.2M +$6.93M +916,328 +73%
Principal Financial Group
23
Principal Financial Group
Iowa
$13.3M -$277K -36,712 -2%
USAA
24
United Services Automobile Association
Texas
$13.2M +$759K +100,400 +5%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$13.1M +$224K +29,692 +2%

MLI Hedge Fund Activity: Q1 2018 in Review

164 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Mueller Industries (MLI) for Q1 2018, worth a combined $1.39B — down 27% from $1.91B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of MLI and 15 opened new positions — a net loss of 16 holders — while 51 trimmed existing stakes and 66 added.

The largest buyer was Wells Fargo, adding an estimated $15M. The largest seller was Epoch Investment Partners, exiting entirely with an estimated $22.2M sold.

  • 164 institutional investors held Mueller Industries (MLI) as of Q1 2018, down from 180 in Q4 2017.
  • Funds reported $1.39B of Mueller Industries stock for Q1 2018, down 27% quarter-over-quarter.
  • 15 funds opened new Mueller Industries positions in Q1 2018 and 31 closed out, a net change of -16 holders.
  • The largest Mueller Industries buyer in Q1 2018 was Wells Fargo, an estimated $15M added.
  • The largest Mueller Industries seller in Q1 2018 was Epoch Investment Partners, an estimated $22.2M sold.

Based on aggregated 13F filings for Q1 2018.