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Middleby
MIDD

375 hedge funds and large institutions have $9.76B invested in Middleby in 2021 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 118 increasing their positions, 111 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more call options, than puts

Call options by funds: $30.8M | Put options by funds: $14.8M

55% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 40

8% more capital invested

Capital invested by funds: $9.08B → $9.76B (+$688M)

6% more funds holding

Funds holding: 355 → 375 (+20)

2.85% more ownership

Funds ownership: 98.67% → 101.53% (+2.9%)

6% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 111

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

Holders
375
Holders Change
+20
Holders Change %
+5.63%
% of All Funds
6.53%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
62
Increased
118
Reduced
111
Closed
40
Calls
$30.8M
Puts
$14.8M
Net Calls
+$16M
Net Calls Change
+$11.9M

Top Buyers

1
Select Equity Group
Select Equity Group
New York
+$211M
2
Macquarie Group
Macquarie Group
Australia
+$199M
3
Goldman Sachs
Goldman Sachs
New York
+$110M
4
Victory Capital Management
Victory Capital Management
Texas
+$79.6M
5
Invesco
Invesco
Georgia
+$67.8M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$175M
2
EIG
EdgePoint Investment Group
Ontario, Canada
-$86.3M
3
DGI
Disciplined Growth Investors
Minnesota
-$49.8M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$44.4M
5
Capital World Investors
Capital World Investors
California
-$43M
Name Holding Trade Value Shares
Change 		Change in
Stake
FA
226
FDx Advisors
Illinois
$611K +$109K +638 +22%
PCM
227
Penserra Capital Management
California
$607K +$122K +714 +26%
BAM
228
Blueshift Asset Management
New Jersey
$593K +$584K +3,424 New
SEC
229
Seven Eight Capital
New York
$592K +$582K +3,415 New
PA
230
Profund Advisors
Maryland
$587K +$3.41K +20 +0.6%
MCM
231
MAI Capital Management
Ohio
$582K +$40.2K +236 +8%
HighTower Advisors
232
HighTower Advisors
Illinois
$560K -$6.82K -40 -1%
KBC Group
233
KBC Group
Belgium
$558K +$81.5K +478 +17%
Nomura Holdings
234
Nomura Holdings
Japan
$554K +$545K +3,200 New
ACI
235
AMP Capital Investors
Australia
$550K +$84.9K +498 +19%
LPL Financial
236
LPL Financial
California
$545K -$112K -659 -17%
SBIA
237
Sheaff Brock Investment Advisors
Indiana
$544K – – –
EAM
238
Eukles Asset Management
Ohio
$523K +$57.6K +338 +13%
AFS
239
Amtrust Financial Services
New York
$520K +$511K +3,000 New
Osaic Holdings
240
Osaic Holdings
Arizona
$512K +$29K +170 +6%
QSS
241
Quantitative Systematic Strategies
Florida
$512K +$248K +1,457 +97%
SCM
242
Shelton Capital Management
Colorado
$502K – – –
N
243
Natixis
France
$467K +$460K +2,697 New
CM
244
Capula Management
Cayman Islands
$452K +$445K +2,609 New
SP
245
Symmetry Partners
Connecticut
$431K +$40.9K +240 +11%
WG
246
Winton Group
United Kingdom
$429K +$422K +2,476 New
SAM
247
Shell Asset Management
Netherlands
$408K +$20.5K +120 +5%
PG
248
Pendal Group
Australia
$381K – – –
IMRF
249
Illinois Municipal Retirement Fund
Illinois
$373K +$367K +2,153 New
VPIM
250
Vanguard Personalized Indexing Management
California
$367K +$361K +2,117 New
8 9
10
11 12

MIDD Hedge Fund Activity: Q2 2021 in Review

375 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q2 2021, worth a combined $9.76B — up 7.6% from $9.08B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new MIDD positions and 40 closed out — a net gain of 22 holders — while 118 added to existing stakes and 111 trimmed.

The largest buyer was Select Equity Group, opening a new position worth an estimated $211M. The largest seller was JP Morgan Chase, cutting an estimated $175M.

  • 375 institutional investors held Middleby (MIDD) as of Q2 2021, up from 355 in Q1 2021.
  • Funds reported $9.76B of Middleby stock for Q2 2021, up 7.6% quarter-over-quarter.
  • 62 funds opened new Middleby positions in Q2 2021 and 40 closed out, a net change of +22 holders.
  • The largest Middleby buyer in Q2 2021 was Select Equity Group, an estimated $211M added.
  • The largest Middleby seller in Q2 2021 was JP Morgan Chase, an estimated $175M sold.

Based on aggregated 13F filings for Q2 2021.