Middleby
MIDD
383 hedge funds and large institutions have $7.19B invested in Middleby in 2016 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 121 increasing their positions, 128 reducing their positions, and 44 closing their positions.
3,638% more call options, than puts
Call options by funds: $214M | Put options by funds: $5.73M
97% more ownership
Funds ownership: 0% → 97% (+97%)
61% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 44
10% more funds holding in top 10
Funds holding in top 10: 10 → 11 (+1)
7% more capital invested
Capital invested by funds: $6.69B → $7.19B (+$497M)
6% more funds holding
Funds holding: 360 → 383 (+23)
5% less repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 128
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$104M |
| 2 |
Goldman Sachs
New York
|
+$52.4M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$50.2M |
| 4 |
UBS AM
Chicago,
Illinois
|
+$38.7M |
| 5 |
CGI
CI Global Investments
Oakland,
California
|
+$35.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Sculptor Capital
New York
|
-$90M |
| 2 |
BAMCO Inc
New York
|
-$37.3M |
| 3 |
JP Morgan Chase
New York
|
-$35.7M |
| 4 |
Millennium Management
New York
|
-$30M |
| 5 |
Morgan Stanley
New York
|
-$23.5M |
MIDD Hedge Fund Activity: Q4 2016 in Review
383 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q4 2016, worth a combined $7.19B — up 7.4% from $6.69B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new MIDD positions and 44 closed out — a net gain of 27 holders — while 121 added to existing stakes and 128 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $104M. The largest seller was Sculptor Capital, cutting an estimated $90M.
- 383 institutional investors held Middleby (MIDD) as of Q4 2016, up from 360 in Q3 2016.
- Funds reported $7.19B of Middleby stock for Q4 2016, up 7.4% quarter-over-quarter.
- 71 funds opened new Middleby positions in Q4 2016 and 44 closed out, a net change of +27 holders.
- The largest Middleby buyer in Q4 2016 was Wellington Management Group, an estimated $104M added.
- The largest Middleby seller in Q4 2016 was Sculptor Capital, an estimated $90M sold.
Based on aggregated 13F filings for Q4 2016.