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Miller Industries

116 hedge funds and large institutions have $365M invested in Miller Industries in 2019 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 42 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

11% more capital invested

Capital invested by funds: $329M → $365M (+$36.8M)

4% more funds holding

Funds holding: 112116 (+4)

0.22% less ownership

Funds ownership: 86.55%86.33% (-0.22%)

10% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 42

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3K

Holders
116
Holders Change
+4
Holders Change %
+3.57%
% of All Funds
2.29%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
14
Increased
38
Reduced
42
Closed
9
Calls
Puts
$3K
Net Calls
-$3K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$49.7M +$534K +15,182 +1%
BlackRock
2
BlackRock
New York
$40.3M +$124K +3,523 +0.3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$35M -$358K -10,186 -1%
Hotchkis & Wiley Capital Management
4
Hotchkis & Wiley Capital Management
California
$27.9M -$6.03M -171,580 -19%
Vanguard Group
5
Vanguard Group
Pennsylvania
$19.7M -$1.62M -45,968 -8%
MOACM
6
Mutual of America Capital Management
New York
$13.9M +$298K +8,488 +2%
LSV Asset Management
7
LSV Asset Management
Illinois
$12.9M +$1.62M +46,000 +15%
Wells Fargo
8
Wells Fargo
California
$11.3M -$210K -5,981 -2%
WC
9
Walthausen & Co
New York
$10.5M -$109K -3,100 -1%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$9.15M
TAM
11
THB Asset Management
Connecticut
$8.16M -$555K -15,801 -7%
State Street
12
State Street
Massachusetts
$8.05M +$77.9K +2,217 +1%
Northern Trust
13
Northern Trust
Illinois
$5.76M -$126K -3,592 -2%
Franklin Resources
14
Franklin Resources
California
$5.75M -$1.04M -29,474 -16%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$5.45M +$198K +5,633 +4%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$5.17M -$172K -4,887 -3%
Bank of America
17
Bank of America
North Carolina
$4.73M +$22.8K +649 +0.5%
SFM
18
Systematic Financial Management
New Jersey
$4.72M +$444K +12,645 +11%
GKIM
19
GW&K Investment Management
Massachusetts
$4.62M -$2.3M -65,349 -34%
PCR
20
Potrero Capital Research
California
$4.5M +$1.07M +30,443 +34%
Goldman Sachs
21
Goldman Sachs
New York
$4.26M +$2.24M +63,636 +125%
HCM
22
Huber Capital Management
California
$4.02M -$1.03M -29,288 -21%
Loomis, Sayles & Company
23
Loomis, Sayles & Company
Massachusetts
$3.81M +$3.61M +102,622 New
N
24
Nuveen
North Carolina
$3.53M +$655K +18,641 +24%
PCM
25
Perritt Capital Management
Illinois
$3.37M -$1.95M -55,478 -38%

MLR Hedge Fund Activity: Q4 2019 in Review

116 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Miller Industries (MLR) for Q4 2019, worth a combined $365M — up 11% from $329M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new MLR positions and 9 closed out — a net gain of 5 holders — while 38 added to existing stakes and 42 trimmed.

The largest buyer was Loomis, Sayles & Company, opening a new position worth an estimated $3.61M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $6.03M.

  • 116 institutional investors held Miller Industries (MLR) as of Q4 2019, up from 112 in Q3 2019.
  • Funds reported $365M of Miller Industries stock for Q4 2019, up 11% quarter-over-quarter.
  • 14 funds opened new Miller Industries positions in Q4 2019 and 9 closed out, a net change of +5 holders.
  • The largest Miller Industries buyer in Q4 2019 was Loomis, Sayles & Company, an estimated $3.61M added.
  • The largest Miller Industries seller in Q4 2019 was Hotchkis & Wiley Capital Management, an estimated $6.03M sold.

Based on aggregated 13F filings for Q4 2019.