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Mueller Water Products

221 hedge funds and large institutions have $2.33B invested in Mueller Water Products in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 66 increasing their positions, 87 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

11,200% more call options, than puts

Call options by funds: $1.36M | Put options by funds: $12K

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

17% more capital invested

Capital invested by funds: $1.99B → $2.33B (+$342M)

0.57% more ownership

Funds ownership: 91.31%91.88% (+0.57%)

2% less funds holding

Funds holding: 226221 (-5)

20% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 25

24% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 87

Holders
221
Holders Change
-5
Holders Change %
-2.21%
% of All Funds
3.47%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
20
Increased
66
Reduced
87
Closed
25
Calls
$1.36M
Puts
$12K
Net Calls
+$1.34M
Net Calls Change
+$3.04M
Name Holding Trade Value Shares
Change
Change in
Stake
BBA
126
BLB&B Advisors
Pennsylvania
$417K -$85.3K -6,000 -19%
MRWM
127
ML&R Wealth Management
Texas
$406K +$356K +25,000 New
Teacher Retirement System of Texas
128
Teacher Retirement System of Texas
Texas
$391K -$78.6K -5,524 -19%
Corient Private Wealth
129
Corient Private Wealth
Florida
$390K +$199K +14,000 +140%
AB
130
Amalgamated Bank
New York
$384K +$22.3K +1,568 +7%
PFO
131
Pathstone Family Office
New Jersey
$368K -$18.6K -1,306 -5%
Natixis Advisors
132
Natixis Advisors
Massachusetts
$365K -$29.5K -2,073 -8%
ABLA
133
Alan B. Lancz & Associates
Ohio
$361K
TCA
134
Tortoise Capital Advisors
Kansas
$336K -$25.5K -1,795 -8%
ProShare Advisors
135
ProShare Advisors
Maryland
$328K +$26.3K +1,846 +10%
Mercer Global Advisors
136
Mercer Global Advisors
Colorado
$326K +$10.9K +764 +4%
AQR Capital Management
137
AQR Capital Management
Connecticut
$318K -$1.33M -93,841 -83%
Bank Julius Baer & Co
138
Bank Julius Baer & Co
Switzerland
$303K -$4.96K -349 -2%
AAS
139
Avantax Advisory Services
Texas
$301K +$11.2K +789 +4%
FIM
140
Fruth Investment Management
Texas
$300K
Tudor Investment Corp
141
Tudor Investment Corp
Connecticut
$273K -$1.08M -75,723 -82%
FWA
142
Freedom Wealth Alliance
Wisconsin
$273K -$14.6K -1,028 -6%
PAMS
143
Pictet Asset Management (Switzerland)
Switzerland
$272K -$53.1K -3,732 -18%
RDWM
144
Red Door Wealth Management
Tennessee
$266K +$233K +16,389 New
HIMC
145
Heritage Investors Management Corp
Maryland
$265K
GT
146
Glenview Trust
Kentucky
$262K +$41.8K +2,939 +22%
HI
147
Hendershot Investments
Virginia
$260K
Prudential Financial
148
Prudential Financial
New Jersey
$242K +$2.01K +141 +1%
Osaic Holdings
149
Osaic Holdings
Arizona
$240K -$25.7K -1,809 -11%
FWM
150
FFT Wealth Management
Pennsylvania
$235K -$33.1K -2,326 -14%

MWA Hedge Fund Activity: Q2 2023 in Review

221 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Mueller Water Products (MWA) for Q2 2023, worth a combined $2.33B — up 17% from $1.99B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of MWA and 20 opened new positions — a net loss of 5 holders — while 87 trimmed existing stakes and 66 added.

The largest buyer was Franklin Resources, opening a new position worth an estimated $48.5M. The largest seller was Impax Asset Management Group, cutting an estimated $19.7M.

  • 221 institutional investors held Mueller Water Products (MWA) as of Q2 2023, down from 226 in Q1 2023.
  • Funds reported $2.33B of Mueller Water Products stock for Q2 2023, up 17% quarter-over-quarter.
  • 20 funds opened new Mueller Water Products positions in Q2 2023 and 25 closed out, a net change of -5 holders.
  • The largest Mueller Water Products buyer in Q2 2023 was Franklin Resources, an estimated $48.5M added.
  • The largest Mueller Water Products seller in Q2 2023 was Impax Asset Management Group, an estimated $19.7M sold.

Based on aggregated 13F filings for Q2 2023.