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Middleby
MIDD

377 hedge funds and large institutions have $10.8B invested in Middleby in 2021 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 125 increasing their positions, 107 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

46% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 41

17% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 107

14% more capital invested

Capital invested by funds: $9.44B → $10.8B (+$1.34B)

4% more funds holding

Funds holding: 364 → 377 (+13)

2% more call options, than puts

Call options by funds: $34.7M | Put options by funds: $34M

4.27% less ownership

Funds ownership: 103.06% → 98.8% (-4.3%)

Holders
377
Holders Change
+13
Holders Change %
+3.57%
% of All Funds
5.8%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
60
Increased
125
Reduced
107
Closed
41
Calls
$34.7M
Puts
$34M
Net Calls
+$671K
Net Calls Change
+$11.6M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$115M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$85.1M
3
Goldman Sachs
Goldman Sachs
New York
+$57.2M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$32.5M
5
SP
Sarasin & Partners
United Kingdom
+$32.2M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$125M
2
EIG
EdgePoint Investment Group
Ontario, Canada
-$83.5M
3
DGI
Disciplined Growth Investors
Minnesota
-$49.9M
4
Select Equity Group
Select Equity Group
New York
-$42.9M
5
Victory Capital Management
Victory Capital Management
Texas
-$41.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
226
Eukles Asset Management
Ohio
$674K +$2.37K +13 +0.4%
Osaic Holdings
227
Osaic Holdings
Arizona
$659K +$42.7K +234 +8%
PCM
228
Penserra Capital Management
California
$656K +$22.4K +123 +4%
Nisa Investment Advisors
229
Nisa Investment Advisors
Missouri
$655K -$13.7K -75 -2%
SAM
230
Silvercrest Asset Management
New York
$642K +$156K +857 +36%
LPL Financial
231
LPL Financial
California
$630K +$912 +5 +0.2%
SBIA
232
Sheaff Brock Investment Advisors
Indiana
$618K – – –
ACMA
233
Arbor Capital Management (Alaska)
Alaska
$590K +$547K +3,000 New
CWM
234
Calamos Wealth Management
Illinois
$590K +$547K +3,000 New
SCM
235
Shelton Capital Management
Colorado
$571K – – –
HF
236
HRT Financial
New York
$549K -$1.05M -5,772 -67%
PA
237
Profund Advisors
Maryland
$549K -$34.5K -189 -6%
CC
238
Centiva Capital
New York
$511K +$474K +2,596 New
SP
239
Symmetry Partners
Connecticut
$489K – – –
Mitsubishi UFJ Trust & Banking
240
Mitsubishi UFJ Trust & Banking
Japan
$485K -$69.9K -383 -13%
GCM
241
G2 Capital Management
Ohio
$472K +$438K +2,401 New
Verition Fund Management
242
Verition Fund Management
Connecticut
$466K -$475K -2,602 -52%
CIBC Asset Management
243
CIBC Asset Management
Ontario, Canada
$459K +$21.2K +116 +5%
H
244
HoyleCohen
California
$453K – – –
Rockefeller Capital Management
245
Rockefeller Capital Management
New York
$431K -$2.18M -11,923 -84%
Creative Planning
246
Creative Planning
Kansas
$425K – – –
IMRF
247
Illinois Municipal Retirement Fund
Illinois
$424K – – –
CRC
248
Curi RMB Capital
Illinois
$418K – – –
WC
249
Weil Company
California
$413K +$383K +2,100 New
DWM
250
Dorchester Wealth Management
Quebec, Canada
$410K – – –
8 9
10
11 12

MIDD Hedge Fund Activity: Q4 2021 in Review

377 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q4 2021, worth a combined $10.8B — up 14% from $9.44B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new MIDD positions and 41 closed out — a net gain of 19 holders — while 125 added to existing stakes and 107 trimmed.

The largest buyer was Boston Partners, adding an estimated $115M. The largest seller was Citadel Advisors, cutting an estimated $125M.

  • 377 institutional investors held Middleby (MIDD) as of Q4 2021, up from 364 in Q3 2021.
  • Funds reported $10.8B of Middleby stock for Q4 2021, up 14% quarter-over-quarter.
  • 60 funds opened new Middleby positions in Q4 2021 and 41 closed out, a net change of +19 holders.
  • The largest Middleby buyer in Q4 2021 was Boston Partners, an estimated $115M added.
  • The largest Middleby seller in Q4 2021 was Citadel Advisors, an estimated $125M sold.

Based on aggregated 13F filings for Q4 2021.