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Middleby
MIDD

Overview Fund Activity

325 hedge funds and large institutions have $5.95B invested in Middleby in 2015 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 114 increasing their positions, 122 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
-4
Holders Change %
-1.22%
% of All Funds
8.53%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.24%
New
37
Increased
114
Reduced
122
Closed
40
Calls
$14.8M
Puts
$26.7M
Net Calls
-$11.9M
Net Calls Change
-$9.45M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$289M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$326M
3
Goldman Sachs
3
Goldman Sachs
New York
$259M
4
RFC
4
Russell Frank Company
Washington
$69.8M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$158M

Top Sellers

1
SC
1
Sculptor Capital
New York
$151M
2
PCM
2
Pennant Capital Management
New Jersey
$137M
3
WMC
3
Westwood Management Corporation
Illinois
$6.05M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$4.32M
5
BAMCO Inc
5
BAMCO Inc
New York
$422M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
251
CenterStar Fund
Illinois
$276K – – –
COI
252
Connable Office Inc
Michigan
$276K – – –
ECM
253
ETrade Capital Management
Virginia
$265K +$26.8K +249 +11%
JIC
254
Joel Isaacson & Co
New York
$264K +$5.49K +51 +2%
IMAS
255
ID Management A/S
Denmark
$259K – – –
CIS
256
Connors Investor Services
Pennsylvania
$259K – – –
FRM
257
Fox Run Management
Connecticut
$259K +$259K +2,400 New
EI
258
EDMP Inc
Florida
$257K – – –
OAM
259
Origin Asset Management
United Kingdom
$256K +$256K +2,377 New
EMFAT
260
Emerald Mutual Fund Advisers Trust
Pennsylvania
$248K +$38.9K +361 +19%
EWM
261
Endurance Wealth Management
Rhode Island
$248K +$64.2K +596 +35%
AIG
262
American International Group
New York
$247K -$74.9K -692 -23%
BT
263
Beacon Trust
New Jersey
$245K -$26.5K -245 -10%
DADC
264
D.A. Davidson & Co
Montana
$236K +$33.4K +313 +16%
Truist Financial
265
Truist Financial
North Carolina
$226K +$7.77K +72 +4%
BlackRock
266
BlackRock
New York
$224K -$227K -2,107 -50%
DCM
267
Dynamic Capital Management
Jersey
$217K -$1.03M -9,592 -83%
FT
268
Fiduciary Trust
Massachusetts
$211K -$1.08K -10 -0.5%
PAG
269
Private Advisor Group
New Jersey
$208K +$208K +1,930 New
FHA
270
First Horizon Advisors
Tennessee
$203K -$50.3K -467 -20%
KIA
271
KCM Investment Advisors
California
$200K +$200K +1,855 New
FNBT
272
FineMark National Bank & Trust
Florida
$183K +$2.15K +20 +1%
WA
273
WFG Advisors
Texas
$169K – – –
CAL
274
Capital Analysts LLC
Pennsylvania
$166K -$5.93K -55 -3%
WAM
275
Wealthspire Advisors (Maryland)
Maryland
$166K +$166K +1,535 New
9 10
11
12 13