We are live on ! Find out more
MWA icon

Mueller Water Products

226 hedge funds and large institutions have $1.99B invested in Mueller Water Products in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 81 increasing their positions, 79 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

37% more capital invested

Capital invested by funds: $1.46B → $1.99B (+$532M)

1.09% more ownership

Funds ownership: 90.22%91.31% (+1.1%)

3% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 79

7% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 27

2% less funds holding

Funds holding: 230226 (-4)

80% less call options, than puts

Call options by funds: $418K | Put options by funds: $2.11M

Holders
226
Holders Change
-4
Holders Change %
-1.74%
% of All Funds
3.6%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
25
Increased
81
Reduced
79
Closed
27
Calls
$418K
Puts
$2.11M
Net Calls
-$1.69M
Net Calls Change
+$268K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$7K +$950 +73 +18%
SWM
202
Spire Wealth Management
Virginia
$6.97K
PFPT
203
Pinnacle Financial Partners (Tennessee)
Tennessee
$6.61K
AWM
204
Avior Wealth Management
Nebraska
$5.86K +$26 +2 +0.5%
GEA
205
Glen Eagle Advisors
New Jersey
$5.6K +$13 +1 +0.2%
NIC
206
Northwest Investment Counselors
Oregon
$5.58K
TFGT
207
TS Financial Group (TSFG)
Illinois
$3K
BAM
208
Belpointe Asset Management
Nevada
$2.79K
ASN
209
Advisory Services Network
Georgia
$2.44K
LC
210
Lindbrook Capital
California
$2.17K
JWA
211
JFS Wealth Advisors
Pennsylvania
$1.7K +$417 +32 +36%
FCA
212
FinTrust Capital Advisors
South Carolina
$1.66K
Russell Investments Group
213
Russell Investments Group
United Kingdom
$1.45K -$348K -26,738 -100%
CFB
214
Cullen/Frost Bankers
Texas
$1.39K
SC
215
Schubert & Co
Texas
$1.23K +$364 +28 +47%
CFGS
216
Concourse Financial Group Securities
Alabama
$794 -$508 -39 -41%
HI
217
Harbour Investments
Wisconsin
$711 +$13 +1 +2%
BIA
218
Bell Investment Advisors
California
$642
AF
219
Advisornet Financial
Minnesota
$558 +$286 +22 +122%
SIC
220
SJS Investment Consulting
Ohio
$530 +$91 +7 +23%
FFA
221
Farther Finance Advisors
California
$446
DI
222
Disciplined Investments
Oklahoma
$432 +$169 +13 +72%
CP
223
Castleview Partners
Texas
$209
Commonwealth Equity Services
224
Commonwealth Equity Services
Massachusetts
$197 -$11.5K -884 -6%
TWA
225
TCI Wealth Advisors
Arizona
$140 +$13 +1 +11%

MWA Hedge Fund Activity: Q1 2023 in Review

226 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Mueller Water Products (MWA) for Q1 2023, worth a combined $1.99B — up 37% from $1.46B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of MWA and 25 opened new positions — a net loss of 2 holders — while 79 trimmed existing stakes and 81 added.

The largest buyer was Brown Advisory, adding an estimated $49.1M. The largest seller was Victory Capital Management, cutting an estimated $14.6M.

  • 226 institutional investors held Mueller Water Products (MWA) as of Q1 2023, down from 230 in Q4 2022.
  • Funds reported $1.99B of Mueller Water Products stock for Q1 2023, up 37% quarter-over-quarter.
  • 25 funds opened new Mueller Water Products positions in Q1 2023 and 27 closed out, a net change of -2 holders.
  • The largest Mueller Water Products buyer in Q1 2023 was Brown Advisory, an estimated $49.1M added.
  • The largest Mueller Water Products seller in Q1 2023 was Victory Capital Management, an estimated $14.6M sold.

Based on aggregated 13F filings for Q1 2023.