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Mueller Water Products

238 hedge funds and large institutions have $2.08B invested in Mueller Water Products in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 85 increasing their positions, 75 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 27

14% more capital invested

Capital invested by funds: $1.83B → $2.08B (+$253M)

13% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 75

3% more funds holding

Funds holding: 230238 (+8)

0.59% more ownership

Funds ownership: 92.16%92.75% (+0.59%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

84% less call options, than puts

Call options by funds: $24K | Put options by funds: $150K

Holders
238
Holders Change
+8
Holders Change %
+3.48%
% of All Funds
3.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
38
Increased
85
Reduced
75
Closed
27
Calls
$24K
Puts
$150K
Net Calls
-$126K
Net Calls Change
+$3.58M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
151
AXQ Capital
New Jersey
$230K +$62.1K +4,700 +42%
ACM
152
Aquatic Capital Management
Illinois
$225K +$206K +15,600 New
Prudential Financial
153
Prudential Financial
New Jersey
$222K +$5.1K +386 +3%
Creative Planning
154
Creative Planning
Kansas
$220K +$202K +15,301 New
MML Investors Services
155
MML Investors Services
Massachusetts
$220K +$22.2K +1,678 +12%
BCM
156
Bayesian Capital Management
New York
$213K +$195K +14,764 New
RPGK
157
Retirement Planning Group (Kansas)
Kansas
$209K
WT
158
Whittier Trust
California
$198K
Canada Life
159
Canada Life
Manitoba, Canada
$196K
TCA
160
Tortoise Capital Advisors
Kansas
$195K -$20.2K -1,526 -10%
AAS
161
Avantax Advisory Services
Texas
$191K -$68.4K -5,171 -28%
XT
162
XTX Topco
Cayman Islands
$188K +$173K +13,063 New
VA
163
Vident Advisory
Georgia
$187K -$12.5K -948 -7%
HighTower Advisors
164
HighTower Advisors
Illinois
$186K +$21.9K +1,659 +15%
SF
165
Synovus Financial
Georgia
$183K
Verition Fund Management
166
Verition Fund Management
Connecticut
$181K +$167K +12,603 New
HIMC
167
Heritage Investors Management Corp
Maryland
$174K
Baird Financial Group
168
Baird Financial Group
Wisconsin
$172K -$17.1K -1,291 -10%
CCC
169
Chesapeake Capital Corp
Florida
$171K +$157K +11,863 New
Commonwealth Equity Services
170
Commonwealth Equity Services
Massachusetts
$168K -$145 -11 -0.1%
KAM
171
Knightsbridge Asset Management
California
$164K +$151K +11,419 New
SAG
172
SageView Advisory Group
California
$163K +$154K +11,645 New
OC
173
Oppenheimer & Co
New York
$161K +$5.29K +400 +4%
SPA
174
Sherbrooke Park Advisers
New York
$161K +$147K +11,155 New
CWA
175
Clarus Wealth Advisors
Arizona
$155K +$147K +11,100 New

MWA Hedge Fund Activity: Q4 2023 in Review

238 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Mueller Water Products (MWA) for Q4 2023, worth a combined $2.08B — up 14% from $1.83B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new MWA positions and 27 closed out — a net gain of 11 holders — while 85 added to existing stakes and 75 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $24.7M. The largest seller was Ancora Advisors, cutting an estimated $27.8M.

  • 238 institutional investors held Mueller Water Products (MWA) as of Q4 2023, up from 230 in Q3 2023.
  • Funds reported $2.08B of Mueller Water Products stock for Q4 2023, up 14% quarter-over-quarter.
  • 38 funds opened new Mueller Water Products positions in Q4 2023 and 27 closed out, a net change of +11 holders.
  • The largest Mueller Water Products buyer in Q4 2023 was Fidelity Investments, an estimated $24.7M added.
  • The largest Mueller Water Products seller in Q4 2023 was Ancora Advisors, an estimated $27.8M sold.

Based on aggregated 13F filings for Q4 2023.