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Middleby
MIDD

Overview Fund Activity

280 hedge funds and large institutions have $4.24B invested in Middleby in 2014 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 92 increasing their positions, 117 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
280
Holders Change
-12
Holders Change %
-4.11%
% of All Funds
8.05%
Holding in Top 10
8
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-42.86%
% of All Funds
0.23%
New
39
Increased
92
Reduced
117
Closed
50
Calls
$10M
Puts
$29.6M
Net Calls
-$19.6M
Net Calls Change
+$2.58M

Top Buyers

1
PCM
Pennant Capital Management
New Jersey
$122M
2
Norges Bank
Norges Bank
Norway
$81.5M
3
American Century Companies
American Century Companies
Missouri
$177M
4
Millennium Management
Millennium Management
New York
$34.7M
5
CWAM
Columbia Wanger Asset Management
Illinois
$124M

Top Sellers

1
BFA
BlackRock Fund Advisors
California
$32.6M
2
Northern Trust
Northern Trust
Illinois
$26.6M
3
LBG
Lloyds Banking Group
United Kingdom
$0
4
State Street
State Street
Massachusetts
$63.9M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$4.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
251
D.A. Davidson & Co
Montana
$91K +$489 +6 +0.5%
JFGIW
252
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$87K – – –
EWM
253
Evercore Wealth Management
New York
$74K – – –
CAL
254
Capital Analysts LLC
Pennsylvania
$72K +$72K +870 New
First Manhattan
255
First Manhattan
New York
$69K -$2.21K -27 -3%
WA
256
WFG Advisors
Texas
$56K +$37.3K +450 +200%
PAS
257
Partnervest Advisory Services
California
$48K – – –
MBE
258
Michael B. Elefante
$44K -$45.5K -549 -51%
VAM
259
Visionary Asset Management
Texas
$40K +$40K +489 New
WTB
260
Washington Trust Bank
Washington
$37K +$37K +450 New
Toronto Dominion Bank
261
Toronto Dominion Bank
Ontario, Canada
$35K -$70K -850 -67%
NCM
262
Nelson Capital Management
California
$32K +$5.5K +66 +21%
Fifth Third Bancorp
263
Fifth Third Bancorp
Ohio
$26K +$491 +6 +2%
WTC
264
WhitTier Trust Company
Nevada
$21K – – –
RFA
265
Reilly Financial Advisors
California
$15K – – –
TF
266
Tompkins Financial
New York
$13K -$26K -312 -67%
Bessemer Group
267
Bessemer Group
New Jersey
$12K -$1.71K -21 -13%
BNP Paribas Financial Markets
268
BNP Paribas Financial Markets
France
$10.7K +$8.93K +108 +514%
WA
269
WealthTrust-Arizona
Arizona
$6K – – –
GGPS
270
Gary Goldberg Planning Services
New York
$5K – – –
SCM
271
Siphron Capital Management
California
$4K – – –
ACS
272
Archford Capital Strategies
Illinois
$3.47K +$3.47K +14 New
LNB
273
Ledyard National Bank
$3K -$6K -68 -67%
PSI
274
Pinnacle Summer Investments
Virginia
$3K – – –
HRIA
275
Haberer Registered Investment Advisor
Ohio
$3K +$3K +39 New
9 10
11
12 13