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Mueller Industries

186 hedge funds and large institutions have $1.38B invested in Mueller Industries in 2020 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 68 increasing their positions, 71 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $1.27B → $1.38B (+$110M)

9% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 22

1% more funds holding

Funds holding: 185186 (+1)

4% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 71

6.68% less ownership

Funds ownership: 372.09%365.41% (-6.7%)

35% less call options, than puts

Call options by funds: $428K | Put options by funds: $656K

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
186
Holders Change
+1
Holders Change %
+0.54%
% of All Funds
3.81%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
68
Reduced
71
Closed
22
Calls
$428K
Puts
$656K
Net Calls
-$228K
Net Calls Change
+$135K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$223M +$3.3M +523,272 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$154M -$4.13M -655,244 -3%
Wells Fargo
3
Wells Fargo
California
$97.1M +$7.9M +1,253,512 +9%
GI
4
GAMCO Investors
Connecticut
$94.4M -$11.4M -1,805,840 -11%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$84.1M +$3.99M +633,444 +5%
GF
6
Gabelli Funds
New York
$58.8M -$467K -74,200 -0.8%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$57.4M +$1.43M +226,656 +3%
State Street
8
State Street
Massachusetts
$48M -$639K -101,416 -1%
GCM
9
Gates Capital Management
New York
$44.9M +$15.3M +2,426,600 +56%
Victory Capital Management
10
Victory Capital Management
Texas
$38M -$34.9M -5,545,504 -49%
Franklin Resources
11
Franklin Resources
California
$27.4M +$85K +13,500 +0.3%
PCM
12
Palisade Capital Management
New Jersey
$23.1M +$121K +19,192 +0.6%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$22.5M +$1.16M +184,696 +6%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$21.5M +$1.03M +163,940 +5%
Norges Bank
15
Norges Bank
Norway
$21M +$824K +130,744 +4%
Northern Trust
16
Northern Trust
Illinois
$19.8M -$340K -53,944 -2%
Charles Schwab
17
Charles Schwab
California
$19.4M -$1.67M -264,420 -8%
Ameriprise
18
Ameriprise
Minnesota
$18.8M -$314K -49,908 -2%
N
19
Nuveen
North Carolina
$18.7M -$2.1M -333,516 -11%
SFM
20
Systematic Financial Management
New Jersey
$15.8M +$406K +64,372 +3%
MOACM
21
Mutual of America Capital Management
New York
$12.2M -$78.2K -12,416 -0.7%
Invesco
22
Invesco
Georgia
$11.9M +$1.74M +276,708 +18%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$11.7M -$1.27M -201,428 -10%
Principal Financial Group
24
Principal Financial Group
Iowa
$11.6M -$640K -101,580 -6%
DGHMC
25
Dalton, Greiner, Hartman, Maher & Co
New York
$10.6M +$423K +67,160 +4%

MLI Hedge Fund Activity: Q2 2020 in Review

186 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Mueller Industries (MLI) for Q2 2020, worth a combined $1.38B — up 8.7% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new MLI positions and 22 closed out — a net gain of 2 holders — while 68 added to existing stakes and 71 trimmed.

The largest buyer was Gates Capital Management, adding an estimated $15.3M. The largest seller was Victory Capital Management, cutting an estimated $34.9M.

  • 186 institutional investors held Mueller Industries (MLI) as of Q2 2020, up from 185 in Q1 2020.
  • Funds reported $1.38B of Mueller Industries stock for Q2 2020, up 8.7% quarter-over-quarter.
  • 24 funds opened new Mueller Industries positions in Q2 2020 and 22 closed out, a net change of +2 holders.
  • The largest Mueller Industries buyer in Q2 2020 was Gates Capital Management, an estimated $15.3M added.
  • The largest Mueller Industries seller in Q2 2020 was Victory Capital Management, an estimated $34.9M sold.

Based on aggregated 13F filings for Q2 2020.