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Middleby
MIDD

Overview Fund Activity

339 hedge funds and large institutions have $6.31B invested in Middleby in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 82 increasing their positions, 148 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
-18
Holders Change %
-5.04%
% of All Funds
7.77%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.16%
New
40
Increased
82
Reduced
148
Closed
55
Calls
$11.2M
Puts
$15.5M
Net Calls
-$4.31M
Net Calls Change
+$88K

Top Buyers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$317M
2
EIG
2
EdgePoint Investment Group
Ontario, Canada
$523M
3
BCM
3
Bares Capital Management
Texas
$163M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$364M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$280M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$214M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$353M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$33M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.3M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$272M
Name Holding Trade Value Shares
Change 		Shares
Change %
OMCS
251
Old Mutual Customised Solutions
South Africa
$94K – – –
LS
252
Livforsakringsbolaget Skandia
Sweden
$94K – – –
PCG
253
Private Capital Group
Connecticut
$92K – – –
Simplex Trading
254
Simplex Trading
Illinois
$83K -$214K -2,075 -72%
PCM
255
Penserra Capital Management
California
$82K +$20.8K +200 +34%
TL
256
TrueWealth LLC
Georgia
$79K – – –
SFSIG
257
San Francisco Sentry Investment Group
California
$78K -$152K -1,462 -66%
OFS
258
Orrstown Financial Services
Pennsylvania
$78K -$41.6K -400 -35%
IA
259
IFP Advisors
Florida
$77K -$8.22K -79 -10%
FDCDDQ
260
Federation des caisses Desjardins du Quebec
Quebec, Canada
$74.7K – – –
SO
261
STRS Ohio
Ohio
$73K -$38.9M -373,240 -100%
ST
262
Smithfield Trust
Pennsylvania
$72K +$72K +687 New
First Manhattan
263
First Manhattan
New York
$56K – – –
CAPTRUST Financial Advisors
264
CAPTRUST Financial Advisors
North Carolina
$54K +$14.7K +140 +38%
CF
265
Centaurus Financial
California
$52K +$52K +500 New
PFBT
266
Parkside Financial Bank & Trust
Missouri
$48K -$10.6K -101 -18%
WTB
267
Washington Trust Bank
Washington
$47K – – –
Nisa Investment Advisors
268
Nisa Investment Advisors
Missouri
$42K – – –
WT
269
Whittier Trust
California
$41K +$41K +390 New
IWP
270
Icon Wealth Partners
Texas
$40K +$40K +385 New
GFP
271
Gryphon Financial Partners
Ohio
$37K +$627 +6 +2%
CA
272
Crewe Advisors
Utah
$35K +$9.52K +90 +37%
TF
273
Tompkins Financial
New York
$31K – – –
SIM
274
Sonora Investment Management
Arizona
$31K – – –
ASN
275
Advisory Services Network
Georgia
$29K -$59.5K -593 -67%
9 10
11
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