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Middleby

349 hedge funds and large institutions have $6.41B invested in Middleby in 2019 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 113 increasing their positions, 126 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more call options, than puts

Call options by funds: $42.1M | Put options by funds: $12.3M

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1.23% less ownership

Funds ownership: 99.81%98.59% (-1.2%)

9% less funds holding

Funds holding: 383349 (-34)

10% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 126

15% less capital invested

Capital invested by funds: $7.53B → $6.41B (-$1.11B)

48% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 71

Holders
349
Holders Change
-34
Holders Change %
-8.88%
% of All Funds
7.65%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
37
Increased
113
Reduced
126
Closed
71
Calls
$42.1M
Puts
$12.3M
Net Calls
+$29.8M
Net Calls Change
+$35.5M
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
251
Weld Capital Management
New York
$214K +$225K +1,834 New
SI
252
Stephens Inc
Arkansas
$208K +$5.4K +44 +3%
EAM
253
Eukles Asset Management
Ohio
$179K
ZB
254
Zions Bancorporation
Utah
$175K -$16.1K -131 -8%
WEC
255
Winslow Evans & Crocker
Massachusetts
$172K
ASN
256
Advisory Services Network
Georgia
$165K
AIG
257
American International Group
New York
$158K
NIT
258
NumerixS Investment Technologies
British Columbia, Canada
$129K -$73.6K -600 -35%
TAM
259
Tiverton Asset Management
Delaware
$129K +$135K +1,104 New
Bessemer Group
260
Bessemer Group
New Jersey
$126K +$132K +1,080 New
LIA
261
LS Investment Advisors
Michigan
$114K
CB
262
CNB Bank
Pennsylvania
$105K +$79.7K +650 +266%
PCG
263
Private Capital Group
Connecticut
$103K +$2.33K +19 +2%
TRCT
264
Tower Research Capital (TRC)
New York
$100K +$103K +841 +5,607%
TL
265
TrueWealth LLC
Georgia
$88K
FDCDDQ
266
Federation des caisses Desjardins du Quebec
Quebec, Canada
$84.2K +$613 +5 +0.7%
Fidelity Investments
267
Fidelity Investments
Massachusetts
$84K -$6.67M -54,371 -99%
CA
268
Crewe Advisors
Utah
$83K -$173K -1,410 -67%
Nisa Investment Advisors
269
Nisa Investment Advisors
Missouri
$82K -$49.1K -400 -36%
EP
270
Elkfork Partners
Oregon
$80K -$1.36M -11,084 -94%
First Manhattan
271
First Manhattan
New York
$79K
EIP
272
Ellis Investment Partners
Pennsylvania
$72K
Macquarie Group
273
Macquarie Group
Australia
$70K -$5.33M -43,420 -99%
BFC
274
Bedel Financial Consulting
Indiana
$70K -$433K -3,528 -85%
AAM
275
Advisors Asset Management
Colorado
$69K -$5.64K -46 -7%

MIDD Hedge Fund Activity: Q3 2019 in Review

349 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q3 2019, worth a combined $6.41B — down 15% from $7.53B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of MIDD and 37 opened new positions — a net loss of 34 holders — while 126 trimmed existing stakes and 113 added.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $137M. The largest seller was Eminence Capital, exiting entirely with an estimated $173M sold.

  • 349 institutional investors held Middleby (MIDD) as of Q3 2019, down from 383 in Q2 2019.
  • Funds reported $6.41B of Middleby stock for Q3 2019, down 15% quarter-over-quarter.
  • 37 funds opened new Middleby positions in Q3 2019 and 71 closed out, a net change of -34 holders.
  • The largest Middleby buyer in Q3 2019 was Viking Global Investors, an estimated $137M added.
  • The largest Middleby seller in Q3 2019 was Eminence Capital, an estimated $173M sold.

Based on aggregated 13F filings for Q3 2019.