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Middleby
MIDD

Overview Fund Activity

306 hedge funds and large institutions have $4.75B invested in Middleby in 2020 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 75 increasing their positions, 112 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
-12
Holders Change %
-3.77%
% of All Funds
6.29%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
72
Increased
75
Reduced
112
Closed
82
Calls
$20.9M
Puts
$13.8M
Net Calls
+$7.09M
Net Calls Change
+$11.7M

Top Buyers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$220M
2
BlackRock
2
BlackRock
New York
$384M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$152M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$291M
5
TCAM
5
Turtle Creek Asset Management
Ontario, Canada
$163M

Top Sellers

1
Fiera Capital (Canada)
1
Fiera Capital (Canada)
Quebec, Canada
$116M
2
RCWMU
2
Rothschild & Co Wealth Management (UK)
United Kingdom
$2.95M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$760K
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$68.6M
5
EIG
5
EdgePoint Investment Group
Ontario, Canada
$397M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Manhattan
251
First Manhattan
New York
$17K -$33.9K -450 -67%
CYG
252
Clean Yield Group
Vermont
$16K -$4.4K -55 -22%
FANJ
253
Financial Architects (New Jersey)
New Jersey
$16K – – –
MLFP
254
MPS Loria Financial Planners
Illinois
$16K +$16K +200 New
CG
255
Cutler Group
California
$15K – – –
BFEC
256
Benjamin F. Edwards & Company
Missouri
$15K +$15K +195 New
FAM
257
Fred Alger Management
New York
$14K -$8.19M -101,763 -100%
CIA
258
CSat Investment Advisory
Michigan
$14K +$81 +1 +0.6%
BCWM
259
Bartlett & Co Wealth Management
Ohio
$13.2K – – –
BC
260
Bartlett & Co
Ohio
$13K – – –
RFWA
261
RPg Family Wealth Advisory
Massachusetts
$11.1K +$11.1K +141 New
SFS
262
Sowell Financial Services
Arkansas
$11K -$1.31K -16 -11%
SF
263
Synovus Financial
Georgia
$10K -$3.25K -40 -25%
EI
264
Ellevest Inc
New York
$10K – – –
CP
265
Corbenic Partners
Pennsylvania
$10K – – –
PAG
266
Private Advisor Group
New Jersey
$10K +$10K +125 New
AA
267
Ancora Advisors
Ohio
$10K +$10K +125 New
HNB
268
Huntington National Bank
Ohio
$9K – – –
CAW
269
Cornerstone Advisors (Washington)
Washington
$9K +$1.27K +16 +16%
QCG
270
Quadrant Capital Group
Ohio
$8K -$13.9K -182 -63%
SWM
271
Sugarloaf Wealth Management
Georgia
$8K – – –
CFG
272
Citizens Financial Group
Rhode Island
$8K – – –
IRC
273
Investors Research Corp
Georgia
$6K – – –
PA
274
Procyon Advisors
Connecticut
$6K +$152 +2 +3%
CFGS
275
Concourse Financial Group Securities
Alabama
$6K +$973 +12 +19%
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11
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