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Middleby
MIDD

Overview Fund Activity

254 hedge funds and large institutions have $3.6B invested in Middleby in 2013 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 70 increasing their positions, 120 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
+12
Holders Change %
+4.96%
% of All Funds
8.24%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.26%
New
27
Increased
70
Reduced
120
Closed
13
Calls
$13.7M
Puts
$31.5M
Net Calls
-$17.7M
Net Calls Change
-$9M

Top Buyers

1
GA
Geneva Advisors
Illinois
$38.2M
2
GCM
Geneva Capital Management
Wisconsin
$54.5M
3
Ameriprise
Ameriprise
Minnesota
$42.7M
4
CM
Castleark Management
Illinois
$48.3M
5
NFA
Nationwide Fund Advisors
Ohio
$25.9M

Top Sellers

1
BTW
Boston Trust Walden
Massachusetts
$15.1M
2
KI
Kalmar Investments
Delaware
$62.2M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$41.4M
4
AllianceBernstein
AllianceBernstein
Tennessee
$131M
5
FAM
Fred Alger Management
New York
$29.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
226
Joel Isaacson & Co
New York
$167K – – –
ECM
227
ETrade Capital Management
Virginia
$151K -$42.5K -612 -22%
BlackRock
228
BlackRock
New York
$125K – – –
RA
229
Rational Advisors
New York
$125K +$125K +1,800 New
PWAG
230
Polaris Wealth Advisory Group
California
$121K +$121K +1,740 New
DADC
231
D.A. Davidson & Co
Montana
$110K -$49.4K -711 -31%
EWM
232
Evercore Wealth Management
New York
$96K – – –
Citigroup
233
Citigroup
New York
$90K -$32.2K -465 -26%
Toronto Dominion Bank
234
Toronto Dominion Bank
Ontario, Canada
$89K -$47.1K -675 -35%
Envestnet Asset Management
235
Envestnet Asset Management
Illinois
$85K +$40.1K +579 +89%
JFGIW
236
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$73K -$261K -3,750 -78%
ST
237
SpiderRock Trading
Illinois
$70K – – –
First Manhattan
238
First Manhattan
New York
$60K – – –
OA
239
OFI Advisors
Pennsylvania
$45K – – –
FNBT
240
FineMark National Bank & Trust
Florida
$38K +$37.2K +531 +4,425%
RFA
241
Reilly Financial Advisors
California
$34K +$12.8K +180 +60%
FHA
242
First Horizon Advisors
Tennessee
$32K -$3.14K -45 -9%
WA
243
WFG Advisors
Texas
$21K +$5.25K +75 +33%
WTC
244
WhitTier Trust Company
Nevada
$18K – – –
Creative Planning
245
Creative Planning
Kansas
$13K -$62.8K -870 -83%
Bessemer Group
246
Bessemer Group
New Jersey
$10K -$208 -3 -2%
GGPS
247
Gary Goldberg Planning Services
New York
$4K – – –
WA
248
WealthTrust-Arizona
Arizona
$4K +$4K +63 New
Manulife (Manufacturers Life Insurance)
249
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.01K -$89 -1,278 -3%
SCM
250
Siphron Capital Management
California
$3K – – –
7 8 9
10
11