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Middleby
MIDD

Overview Fund Activity

274 hedge funds and large institutions have $4.15B invested in Middleby in 2013 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 101 increasing their positions, 105 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
+20
Holders Change %
+7.87%
% of All Funds
7.96%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
37
Increased
101
Reduced
105
Closed
17
Calls
$14.4M
Puts
$38.8M
Net Calls
-$24.5M
Net Calls Change
-$6.76M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$142M
2
NAP
New Amsterdam Partners
New York
$20.9M
3
RP
Riverbridge Partners
Minnesota
$19.6M
4
Neuberger Berman Group
Neuberger Berman Group
New York
$164M
5
LBG
Lloyds Banking Group
United Kingdom
$17.2M

Top Sellers

1
CM
Castleark Management
Illinois
$56.4M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$5.05M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$34.5M
4
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$58.2M
5
PCM
Pennant Capital Management
New Jersey
$51M
Name Holding Trade Value Shares
Change 		Shares
Change %
OA
251
OFI Advisors
Pennsylvania
$52K +$239 +3 +0.5%
PAS
252
Partnervest Advisory Services
California
$47K +$47K +585 New
Creative Planning
253
Creative Planning
Kansas
$46K +$31.5K +390 +217%
FNBT
254
FineMark National Bank & Trust
Florida
$45K +$1.21K +15 +3%
RFA
255
Reilly Financial Advisors
California
$42K +$3.6K +45 +9%
TF
256
Tompkins Financial
New York
$42K +$42K +531 New
WEC
257
Winslow Evans & Crocker
Massachusetts
$36K +$36K +453 New
WA
258
WFG Advisors
Texas
$24K – – –
Fifth Third Bancorp
259
Fifth Third Bancorp
Ohio
$24K +$24K +300 New
WTC
260
WhitTier Trust Company
Nevada
$20K – – –
PCM
261
Prelude Capital Management
New York
$19K +$19K +240 New
NCM
262
Nelson Capital Management
California
$19K +$19K +243 New
Bessemer Group
263
Bessemer Group
New Jersey
$14K +$2.41K +30 +21%
FA
264
Financial Advantage
Maryland
$6K +$6K +75 New
GGPS
265
Gary Goldberg Planning Services
New York
$5K – – –
Northwestern Mutual Wealth Management
266
Northwestern Mutual Wealth Management
Wisconsin
$5K +$5K +60 New
WA
267
WealthTrust-Arizona
Arizona
$4K -$667 -9 -14%
SCM
268
Siphron Capital Management
California
$4K – – –
Manulife (Manufacturers Life Insurance)
269
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.4K -$53 -660 -2%
PSI
270
Pinnacle Summer Investments
Virginia
$3K – – –
BFEC
271
Benjamin F. Edwards & Company
Missouri
$3K +$3K +42 New
MPWT
272
MassMutual Private Wealth & Trust
Connecticut
$2.88K +$2.88K +36 New
CAW
273
Cornerstone Advisors (Washington)
Washington
$2K – – –
EFSCE
274
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
MFS
275
MSI Financial Services
Massachusetts
$1K – – –
8 9 10
11
12