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Mueller Industries

416 hedge funds and large institutions have $5.68B invested in Mueller Industries in 2024 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 132 increasing their positions, 162 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 27

10% more capital invested

Capital invested by funds: $5.17B → $5.68B (+$506M)

9% more funds holding

Funds holding: 381416 (+35)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

8.03% less ownership

Funds ownership: 193.15%185.12% (-8%)

19% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 162

39% less call options, than puts

Call options by funds: $3.28M | Put options by funds: $5.36M

Holders
416
Holders Change
+35
Holders Change %
+9.19%
% of All Funds
5.99%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
65
Increased
132
Reduced
162
Closed
27
Calls
$3.28M
Puts
$5.36M
Net Calls
-$2.08M
Net Calls Change
+$629K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$999M -$5.54M -224,058 -0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$667M +$2.92M +118,120 +0.5%
First Trust Advisors
3
First Trust Advisors
Illinois
$308M +$4.42M +178,946 +2%
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$253M -$17.2M -694,326 -7%
State Street
5
State Street
Massachusetts
$234M +$2.7M +109,062 +1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$225M +$81.3K +3,290 +0%
GI
7
GAMCO Investors
Connecticut
$196M -$10.2M -412,862 -5%
Pacer Advisors
8
Pacer Advisors
Pennsylvania
$196M +$37.5M +1,518,386 +26%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$153M +$2.63M +106,550 +2%
Fuller & Thaler Asset Management
10
Fuller & Thaler Asset Management
California
$125M +$562K +22,748 +0.5%
GF
11
Gabelli Funds
New York
$119M -$12.9M -520,200 -11%
American Century Companies
12
American Century Companies
Missouri
$109M -$4.44M -179,504 -4%
Victory Capital Management
13
Victory Capital Management
Texas
$85.5M -$4M -161,660 -5%
Morgan Stanley
14
Morgan Stanley
New York
$83.5M -$87.7M -3,548,230 -53%
LSV Asset Management
15
LSV Asset Management
Illinois
$78.4M +$903K +36,536 +1%
Norges Bank
16
Norges Bank
Norway
$71.8M +$3.33M +134,568 +5%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$70.3M -$2.39M -96,850 -4%
Invesco
18
Invesco
Georgia
$68.3M +$7.96M +321,950 +15%
JP Morgan Chase
19
JP Morgan Chase
New York
$67.8M -$3.23M -130,620 -5%
Northern Trust
20
Northern Trust
Illinois
$66.2M -$1.87M -75,460 -3%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$63M -$3.74M -151,430 -6%
Charles Schwab
22
Charles Schwab
California
$61.3M -$1.65M -66,614 -3%
SFM
23
Systematic Financial Management
New Jersey
$54.7M -$1.68M -67,888 -3%
PCM
24
Palisade Capital Management
New Jersey
$53.9M -$868K -35,118 -2%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$51.7M +$539K +21,786 +1%

MLI Hedge Fund Activity: Q1 2024 in Review

416 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Mueller Industries (MLI) for Q1 2024, worth a combined $5.68B — up 9.8% from $5.17B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new MLI positions and 27 closed out — a net gain of 38 holders — while 132 added to existing stakes and 162 trimmed.

The largest buyer was Pacer Advisors, adding an estimated $37.5M. The largest seller was Morgan Stanley, cutting an estimated $87.7M.

  • 416 institutional investors held Mueller Industries (MLI) as of Q1 2024, up from 381 in Q4 2023.
  • Funds reported $5.68B of Mueller Industries stock for Q1 2024, up 9.8% quarter-over-quarter.
  • 65 funds opened new Mueller Industries positions in Q1 2024 and 27 closed out, a net change of +38 holders.
  • The largest Mueller Industries buyer in Q1 2024 was Pacer Advisors, an estimated $37.5M added.
  • The largest Mueller Industries seller in Q1 2024 was Morgan Stanley, an estimated $87.7M sold.

Based on aggregated 13F filings for Q1 2024.