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Middleby

366 hedge funds and large institutions have $7.77B invested in Middleby in 2017 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 98 increasing their positions, 137 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more call options, than puts

Call options by funds: $52M | Put options by funds: $15.7M

56% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 39

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

9% more capital invested

Capital invested by funds: $7.15B → $7.77B (+$623M)

6.19% more ownership

Funds ownership: 96.89%103.08% (+6.2%)

6% more funds holding

Funds holding: 346366 (+20)

28% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 137

Holders
366
Holders Change
+20
Holders Change %
+5.78%
% of All Funds
8.3%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
61
Increased
98
Reduced
137
Closed
39
Calls
$52M
Puts
$15.7M
Net Calls
+$36.4M
Net Calls Change
+$20.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SMDAM
226
Sumitomo Mitsui DS Asset Management
Japan
$527K -$11.3K -92 -2%
AA
227
ALPS Advisors
Colorado
$523K
FMT
228
First Mercantile Trust
Tennessee
$521K -$67.2K -549 -12%
TWI
229
Thomas White International
Illinois
$502K +$455K +3,720 New
SAM
230
Shell Asset Management
Netherlands
$496K
AR
231
Advisory Research
Illinois
$488K +$442K +3,614 New
Brown Advisory
232
Brown Advisory
Maryland
$481K -$23.4M -191,640 -98%
FA
233
FDx Advisors
Illinois
$478K -$193K -1,579 -31%
SBIA
234
Sheaff Brock Investment Advisors
Indiana
$474K
Prudential Financial
235
Prudential Financial
New Jersey
$472K -$57.5K -470 -12%
DekaBank Deutsche Girozentrale
236
DekaBank Deutsche Girozentrale
Germany
$466K
KI
237
Koch Industries
Kansas
$466K +$422K +3,450 New
COPPSERS
238
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$464K -$363K -2,963 -46%
Los Angeles Capital Management
239
Los Angeles Capital Management
California
$460K
Toronto Dominion Bank
240
Toronto Dominion Bank
Ontario, Canada
$458K +$118K +966 +40%
Public Sector Pension Investment Board (PSP Investments)
241
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$445K
EMG
242
Ellington Management Group
Connecticut
$445K +$404K +3,300 New
Creative Planning
243
Creative Planning
Kansas
$436K -$153K -1,251 -28%
STMM
244
South Texas Money Management
Texas
$400K -$17.1M -140,007 -98%
TYCC
245
Texas Yale Capital Corp
Florida
$395K
CS
246
Comerica Securities
Michigan
$351K -$26.2K -214 -8%
HH
247
Hilltop Holdings
Texas
$346K -$1.71K -14 -0.5%
P
248
Pitcairn
Pennsylvania
$345K +$313K +2,560 New
WAM
249
World Asset Management
Michigan
$340K -$12.6K -103 -4%
RFC
250
Regions Financial Corp
Alabama
$337K -$65.3K -534 -18%