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Middleby
MIDD

Overview Fund Activity

318 hedge funds and large institutions have $3.2B invested in Middleby in 2020 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 111 increasing their positions, 111 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
318
Holders Change
-67
Holders Change %
-17.4%
% of All Funds
7.02%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
42
Increased
111
Reduced
111
Closed
103
Calls
$5.92M
Puts
$10.5M
Net Calls
-$4.6M
Net Calls Change
+$8.39M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$267M
2
BC
Brookfield Corp
Ontario, Canada
$117M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$56.8M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$172M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$32M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
$0
2
Capital World Investors
Capital World Investors
California
$0
3
Capital Research Global Investors
Capital Research Global Investors
California
$92.3M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$93.1M
5
Wells Fargo
Wells Fargo
California
$6.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
PRC
251
Pearl River Capital
Michigan
$23K +$23K +400 New
O
252
Ossiam
France
$21K -$23.4K -402 -53%
SIM
253
Sonora Investment Management
Arizona
$17K – – –
JCM
254
Jacobi Capital Management
Pennsylvania
$17K +$17K +300 New
QCG
255
Quadrant Capital Group
Ohio
$16K +$14.6K +262 +1,048%
SPIA
256
Steward Partners Investment Advisory
New York
$15K -$11.4K -211 -43%
TSW
257
Thompson Siegel & Walmsley
Virginia
$15K – – –
CYG
258
Clean Yield Group
Vermont
$15K +$3.24K +55 +28%
VCP
259
Verus Capital Partners
Arizona
$14K -$1.68K -30 -11%
Fifth Third Bancorp
260
Fifth Third Bancorp
Ohio
$12K – – –
ASN
261
Advisory Services Network
Georgia
$11K -$582 -10 -5%
CG
262
Cutler Group
California
$11K +$11K +200 New
FANJ
263
Financial Architects (New Jersey)
New Jersey
$11K +$11K +200 New
LIA
264
LS Investment Advisors
Michigan
$10K -$46.7K -804 -82%
TPWA
265
TRUE Private Wealth Advisors
Oregon
$10K – – –
CIA
266
CSat Investment Advisory
Michigan
$10K +$1.57K +27 +19%
PA
267
Parallel Advisors
California
$10K +$2.18K +42 +28%
BCWM
268
Bartlett & Co Wealth Management
Ohio
$9.5K – – –
GKIM
269
GW&K Investment Management
Massachusetts
$9K -$10.3M -198,446 -100%
SFS
270
Sowell Financial Services
Arkansas
$9K -$960 -16 -10%
SF
271
Synovus Financial
Georgia
$9K +$1.55K +28 +21%
BC
272
Bartlett & Co
Ohio
$9K +$9K +167 New
CB
273
CNB Bank
Pennsylvania
$7K -$46.9K -777 -87%
HNB
274
Huntington National Bank
Ohio
$7K -$6.4K -107 -48%
CP
275
Corbenic Partners
Pennsylvania
$7K -$4.85K -90 -41%
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11
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