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Middleby

329 hedge funds and large institutions have $5.51B invested in Middleby in 2015 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 129 increasing their positions, 107 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 24

21% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 107

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

4% more funds holding

Funds holding: 315329 (+14)

2% less capital invested

Capital invested by funds: $5.63B → $5.51B (-$119M)

20% less call options, than puts

Call options by funds: $9.83M | Put options by funds: $12.3M

Holders
329
Holders Change
+14
Holders Change %
+4.44%
% of All Funds
9.19%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.36%
New
39
Increased
129
Reduced
107
Closed
24
Calls
$9.83M
Puts
$12.3M
Net Calls
-$2.48M
Net Calls Change
-$573K
Name Holding Trade Value Shares
Change
Change in
Stake
BC
226
Burney Company
Virginia
$537K +$162K +1,405 +38%
Grantham, Mayo, Van Otterloo & Co (GMO)
227
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$526K
RFC
228
Regions Financial Corp
Alabama
$512K -$2.42K -21 -0.4%
BUB
229
BBVA USA Bancshares
Texas
$509K +$24.9K +216 +5%
AAM
230
Advisors Asset Management
Colorado
$508K +$556K +4,829 New
GI
231
GAMCO Investors
Connecticut
$505K
1GA
232
1st Global Advisors
Texas
$502K +$35.4K +307 +7%
FA
233
FDx Advisors
Illinois
$498K +$40.5K +352 +8%
ST
234
Spot Trading
Illinois
$488K +$430K +3,729 +408%
Barclays
235
Barclays
United Kingdom
$477K +$190K +1,650 +57%
HR
236
Howe & Rusling
New York
$444K -$71.4K -620 -13%
BlackRock
237
BlackRock
New York
$440K -$21.4K -186 -4%
MLICM
238
Metropolitan Life Insurance Company (MetLife)
New York
$440K
DTL
239
Dynamic Technology Lab
Singapore
$425K +$465K +4,040 New
OFS
240
Orrstown Financial Services
Pennsylvania
$421K -$34.6K -300 -7%
Creative Planning
241
Creative Planning
Kansas
$416K +$455K +3,953 New
Prudential Financial
242
Prudential Financial
New Jersey
$401K
FB
243
Fulton Bank
Pennsylvania
$396K +$86.9K +754 +25%
SCM
244
Segantii Capital Management
Hong Kong
$391K +$438K +3,804 New
DAM
245
Doheny Asset Management
California
$379K
CAN
246
Cetera Advisor Networks
California
$348K +$380K +3,302 New
YMRC
247
Yorktown Management & Research Company
Virginia
$347K
RG
248
Renaissance Group
Kentucky
$344K -$26.1K -227 -6%
TI
249
Turner Investments
Pennsylvania
$342K -$1.81M -15,670 -83%
BTS
250
BB&T Securities
Virginia
$326K +$41K +356 +13%