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Miller Industries

118 hedge funds and large institutions have $291M invested in Miller Industries in 2020 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 32 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 32

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

2% more funds holding

Funds holding: 116118 (+2)

4% more capital invested

Capital invested by funds: $279M → $291M (+$12.2M)

0.63% less ownership

Funds ownership: 86.44%85.81% (-0.63%)

100% less call options, than puts

Call options by funds: $2K | Put options by funds: $417K

100% less funds holding in top 10

Funds holding in top 10: 40 (-4)

Holders
118
Holders Change
+2
Holders Change %
+1.72%
% of All Funds
2.42%
Holding in Top 10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
47
Reduced
32
Closed
16
Calls
$2K
Puts
$417K
Net Calls
-$415K
Net Calls Change
+$98K
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$44.8M -$144K -5,050 -0.3%
BlackRock
2
BlackRock
New York
$29.3M -$1.63M -57,329 -6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$28.2M +$261K +9,173 +1%
Hotchkis & Wiley Capital Management
4
Hotchkis & Wiley Capital Management
California
$16.4M -$2.36M -82,880 -13%
Vanguard Group
5
Vanguard Group
Pennsylvania
$15.8M +$144K +5,046 +1%
MOACM
6
Mutual of America Capital Management
New York
$11.4M -$140K -4,936 -1%
LSV Asset Management
7
LSV Asset Management
Illinois
$9.64M -$393K -13,800 -4%
Wells Fargo
8
Wells Fargo
California
$9.64M +$341K +11,969 +4%
Loomis, Sayles & Company
9
Loomis, Sayles & Company
Massachusetts
$8.02M +$3.39M +119,319 +80%
State Street
10
State Street
Massachusetts
$7.8M +$250K +8,781 +3%
SFM
11
Systematic Financial Management
New Jersey
$6.96M +$1.24M +43,570 +23%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$6.67M
WC
13
Walthausen & Co
New York
$6.35M -$1.43M -50,170 -19%
Northern Trust
14
Northern Trust
Illinois
$5.84M +$1.12M +39,428 +25%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$4.92M +$146K +5,126 +3%
Renaissance Technologies
16
Renaissance Technologies
New York
$4.54M +$2.1M +73,700 +94%
Franklin Resources
17
Franklin Resources
California
$4.47M +$284 +10 +0%
Goldman Sachs
18
Goldman Sachs
New York
$4.23M +$414K +14,559 +11%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$3.62M -$312K -10,958 -8%
Bank of America
20
Bank of America
North Carolina
$3.45M +$125K +4,390 +4%
GKIM
21
GW&K Investment Management
Massachusetts
$3.27M +$213K +7,500 +7%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$3.1M +$2.42M +85,140 +304%
N
23
Nuveen
North Carolina
$2.69M -$700K -24,596 -21%
MAM
24
Martingale Asset Management
Massachusetts
$2.19M +$5.83K +205 +0.3%
PCM
25
Perritt Capital Management
Illinois
$2.05M -$504K -17,700 -20%

MLR Hedge Fund Activity: Q2 2020 in Review

118 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Miller Industries (MLR) for Q2 2020, worth a combined $291M — up 4.4% from $279M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new MLR positions and 16 closed out — a net gain of 2 holders — while 47 added to existing stakes and 32 trimmed.

The largest buyer was Loomis, Sayles & Company, adding an estimated $3.39M. The largest seller was THB Asset Management, exiting entirely with an estimated $5.68M sold.

  • 118 institutional investors held Miller Industries (MLR) as of Q2 2020, up from 116 in Q1 2020.
  • Funds reported $291M of Miller Industries stock for Q2 2020, up 4.4% quarter-over-quarter.
  • 18 funds opened new Miller Industries positions in Q2 2020 and 16 closed out, a net change of +2 holders.
  • The largest Miller Industries buyer in Q2 2020 was Loomis, Sayles & Company, an estimated $3.39M added.
  • The largest Miller Industries seller in Q2 2020 was THB Asset Management, an estimated $5.68M sold.

Based on aggregated 13F filings for Q2 2020.