MIDD icon

Middleby
MIDD

Overview Fund Activity

290 hedge funds and large institutions have $4.46B invested in Middleby in 2014 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 114 increasing their positions, 100 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+10
Holders Change %
+3.57%
% of All Funds
8.42%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.35%
New
44
Increased
114
Reduced
100
Closed
31
Calls
$7.17M
Puts
$9.46M
Net Calls
-$2.28M
Net Calls Change
+$17.3M

Top Buyers

1
PCM
1
Pennant Capital Management
New Jersey
$174M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$40.6M
3
PI
3
Putnam Investments
Massachusetts
$23.4M
4
CAM
4
Congress Asset Management
Massachusetts
$22.6M
5
CCI
5
Columbus Circle Investors
$35.6M

Top Sellers

1
CM
1
Castleark Management
Illinois
$61.3M
2
Norges Bank
2
Norges Bank
Norway
$42.3M
3
RIM
3
RS Investment Management
California
$0
4
Wells Fargo
4
Wells Fargo
California
$34.6M
5
O
5
OppenheimerFunds
New York
$65.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNBT
251
FineMark National Bank & Trust
Florida
$157K +$20.3K +230 +15%
Bank of Montreal
252
Bank of Montreal
Ontario, Canada
$122K -$298K -3,368 -71%
TRCT
253
Tower Research Capital (TRC)
New York
$119K -$22.8K -259 -16%
LTFS
254
Ladenburg Thalmann Financial Services
Florida
$107K +$1.85K +21 +2%
DADC
255
D.A. Davidson & Co
Montana
$97K -$877 -10 -0.9%
JFGIW
256
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$93K – – –
WA
257
WFG Advisors
Texas
$79K +$19.7K +224 +33%
MAM
258
Mizuho Asset Management
Japan
$74K -$2.19M -24,830 -97%
First Manhattan
259
First Manhattan
New York
$74K – – –
EWM
260
Evercore Wealth Management
New York
$62K -$17.7K -200 -22%
TF
261
Tompkins Financial
New York
$41K +$27.3K +312 +200%
MBE
262
Michael B. Elefante
$40K -$7.1K -80 -15%
WTB
263
Washington Trust Bank
Washington
$40K – – –
PCM
264
Prelude Capital Management
New York
$35K +$35K +400 New
NCM
265
Nelson Capital Management
California
$34K – – –
Fifth Third Bancorp
266
Fifth Third Bancorp
Ohio
$27K -$519 -6 -2%
PMFA
267
Plante Moran Financial Advisors
Michigan
$23K +$23K +264 New
WTC
268
WhitTier Trust Company
Nevada
$22K – – –
BFEC
269
Benjamin F. Edwards & Company
Missouri
$22K +$22K +250 New
PIA
270
Peachtree Investment Advisors
Georgia
$20K +$20K +225 New
GSC
271
Ground Swell Capital
South Carolina
$18K +$18K +200 New
SEC
272
Seven Eight Capital
New York
$17.6K +$17.6K +200 New
AAM
273
American Asset Management
Florida
$17K +$17K +192 New
Lazard Asset Management
274
Lazard Asset Management
New York
$17K +$17K +195 New
RFA
275
Reilly Financial Advisors
California
$16K – – –
9 10
11
12 13