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Middleby
MIDD

Overview Fund Activity

290 hedge funds and large institutions have $5.63B invested in Middleby in 2020 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 100 increasing their positions, 96 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
-16
Holders Change %
-5.23%
% of All Funds
5.87%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
33
Increased
100
Reduced
96
Closed
48
Calls
$17.1M
Puts
$15.1M
Net Calls
+$2.07M
Net Calls Change
-$5.02M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$71.2M
2
Capital World Investors
2
Capital World Investors
California
$63M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$86.4M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$55.6M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$38.5M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$39.6M
2
BlackRock
2
BlackRock
New York
$406M
3
ACH
3
ArrowMark Colorado Holdings
Colorado
$146M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$119M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$21.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SO
226
STRS Ohio
Ohio
$62K – – –
BFC
227
Bedel Financial Consulting
Indiana
$54K – – –
Acadian Asset Management
228
Acadian Asset Management
Massachusetts
$52K +$23.6K +263 +83%
PCG
229
Private Capital Group
Connecticut
$45K -$1.96K -22 -4%
FC
230
FORA Capital
Florida
$45K +$45K +503 New
PFBT
231
Parkside Financial Bank & Trust
Missouri
$41K -$4.32K -48 -10%
CLOS
232
Compagnie Lombard Odier SCmA
Switzerland
$39K – – –
Carson Wealth (CWM LLC)
233
Carson Wealth (CWM LLC)
Nebraska
$34K – – –
PCM
234
Prelude Capital Management
New York
$33K -$36.7K -411 -53%
JCM
235
Jacobi Capital Management
Pennsylvania
$33K – – –
CAPTRUST Financial Advisors
236
CAPTRUST Financial Advisors
North Carolina
$28K – – –
BFEC
237
Benjamin F. Edwards & Company
Missouri
$28K +$10.3K +113 +58%
Millennium Management
238
Millennium Management
New York
$27.1K +$19.5K +217,633 +256%
SIM
239
Sonora Investment Management
Arizona
$27K – – –
SPIA
240
Steward Partners Investment Advisory
New York
$25K – – –
TSW
241
Thompson Siegel & Walmsley
Virginia
$24K – – –
Fidelity Investments
242
Fidelity Investments
Massachusetts
$20K – – –
CYG
243
Clean Yield Group
Vermont
$18K – – –
MLFP
244
MPS Loria Financial Planners
Illinois
$18K – – –
ASN
245
Advisory Services Network
Georgia
$18K +$18K +207 New
CIA
246
CSat Investment Advisory
Michigan
$17K +$1.84K +21 +12%
BC
247
Bartlett & Co
Ohio
$15K – – –
BCWM
248
Bartlett & Co Wealth Management
Ohio
$15K – – –
RFWA
249
RPg Family Wealth Advisory
Massachusetts
$12.6K – – –
SFS
250
Sowell Financial Services
Arkansas
$12K – – –
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10
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