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Middleby

349 hedge funds and large institutions have $6.41B invested in Middleby in 2019 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 113 increasing their positions, 126 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more call options, than puts

Call options by funds: $42.1M | Put options by funds: $12.3M

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1.23% less ownership

Funds ownership: 99.81%98.59% (-1.2%)

9% less funds holding

Funds holding: 383349 (-34)

10% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 126

15% less capital invested

Capital invested by funds: $7.53B → $6.41B (-$1.11B)

48% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 71

Holders
349
Holders Change
-34
Holders Change %
-8.88%
% of All Funds
7.65%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
37
Increased
113
Reduced
126
Closed
71
Calls
$42.1M
Puts
$12.3M
Net Calls
+$29.8M
Net Calls Change
+$35.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BONST
226
Bank of Nova Scotia Trust
Ontario, Canada
$337K +$49.8K +406 +16%
RJFSA
227
Raymond James Financial Services Advisors
Florida
$334K -$32.8K -267 -9%
RG
228
Rathbones Group
United Kingdom
$334K +$351K +2,861 New
SP
229
Symmetry Partners
Connecticut
$325K +$341K +2,780 New
Allianz Asset Management
230
Allianz Asset Management
Germany
$323K +$27.8K +227 +9%
Commonwealth Equity Services
231
Commonwealth Equity Services
Massachusetts
$314K -$32.1K -262 -9%
HR
232
Howe & Rusling
New York
$313K -$1.91M -15,542 -85%
FL
233
Fort LP
Maryland
$313K +$141K +1,150 +75%
RCA
234
Rowland Carmichael Advisors
Arizona
$308K +$323K +2,632 New
HH
235
Hilltop Holdings
Texas
$300K +$75.8K +618 +32%
SG Americas Securities
236
SG Americas Securities
New York
$294K -$204K -1,667 -40%
Mercer Global Advisors
237
Mercer Global Advisors
Colorado
$288K -$96.8K -789 -24%
VIA
238
Vident Investment Advisory
Georgia
$282K -$736 -6 -0.2%
PTC
239
Private Trust Company
Ohio
$281K
H
240
HoyleCohen
California
$272K
RC
241
RBF Capital
California
$260K -$552K -4,500 -67%
WA
242
Wambolt & Associates
Colorado
$257K
ECM
243
ETrade Capital Management
Virginia
$256K +$27.1K +221 +11%
NWP
244
Northstar Wealth Partners
Connecticut
$252K
Thrivent Financial for Lutherans
245
Thrivent Financial for Lutherans
Minnesota
$247K
EGM
246
Engineers Gate Manager
New York
$241K -$4.52M -36,843 -95%
CIBC Asset Management
247
CIBC Asset Management
Ontario, Canada
$238K
WAM
248
World Asset Management
Michigan
$216K +$2.94K +24 +1%
Brown Advisory
249
Brown Advisory
Maryland
$216K +$6.13K +50 +3%
M&T Bank
250
M&T Bank
New York
$216K +$19.4K +158 +9%

MIDD Hedge Fund Activity: Q3 2019 in Review

349 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q3 2019, worth a combined $6.41B — down 15% from $7.53B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of MIDD and 37 opened new positions — a net loss of 34 holders — while 126 trimmed existing stakes and 113 added.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $137M. The largest seller was Eminence Capital, exiting entirely with an estimated $173M sold.

  • 349 institutional investors held Middleby (MIDD) as of Q3 2019, down from 383 in Q2 2019.
  • Funds reported $6.41B of Middleby stock for Q3 2019, down 15% quarter-over-quarter.
  • 37 funds opened new Middleby positions in Q3 2019 and 71 closed out, a net change of -34 holders.
  • The largest Middleby buyer in Q3 2019 was Viking Global Investors, an estimated $137M added.
  • The largest Middleby seller in Q3 2019 was Eminence Capital, an estimated $173M sold.

Based on aggregated 13F filings for Q3 2019.