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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$216M +$1.95M +147,482 +1%
BlackRock
2
BlackRock
New York
$190M +$389K +29,417 +0.2%
NI
3
Nuance Investments
Missouri
$190M +$13.5M +1,022,785 +8%
Impax Asset Management Group
4
Impax Asset Management Group
United Kingdom
$179M -$10.8M -815,515 -6%
Franklin Resources
5
Franklin Resources
California
$108M +$12.9M +974,333 +15%
Brown Advisory
6
Brown Advisory
Maryland
$97.1M +$5.69M +430,572 +7%
T. Rowe Price Investment Management
7
T. Rowe Price Investment Management
Maryland
$85.2M +$231K +17,460 +0.3%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$78M +$1.82M +138,018 +3%
State Street
9
State Street
Massachusetts
$51.5M +$2.31M +174,630 +5%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$47.1M +$2.14M +161,790 +5%
VLKIM
11
Van Lanschot Kempen Investment Management
Netherlands
$46.5M +$687K +51,958 +2%
AA
12
Ancora Advisors
Ohio
$45.3M -$27.8M -2,099,777 -40%
GI
13
GAMCO Investors
Connecticut
$45M -$618K -46,737 -1%
Morgan Stanley
14
Morgan Stanley
New York
$43.3M +$21.5M +1,627,554 +118%
Amundi
15
Amundi
France
$39.3M -$55.8K -4,221 -0.2%
First Trust Advisors
16
First Trust Advisors
Illinois
$36.2M +$1.53M +115,963 +5%
KBC Group
17
KBC Group
Belgium
$34.9M -$426K -32,250 -1%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$31.6M +$24.7M +1,871,474 +585%
Charles Schwab
19
Charles Schwab
California
$26.2M +$231K +17,475 +1%
Invesco
20
Invesco
Georgia
$24.1M -$10.2M -768,856 -32%
Northern Trust
21
Northern Trust
Illinois
$23.9M -$328K -24,800 -1%
CIP
22
Chartwell Investment Partners
Pennsylvania
$22.4M -$580K -43,879 -3%
TIM
23
Triodos Investment Management
Netherlands
$20.9M -$198K -15,000 -1%
Mirae Asset Global Investments
24
Mirae Asset Global Investments
South Korea
$18.4M -$142K -10,729 -0.8%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$14.9M -$920K -69,563 -6%

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.