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Middleby
MIDD

Overview Fund Activity

290 hedge funds and large institutions have $5.63B invested in Middleby in 2020 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 100 increasing their positions, 96 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
-16
Holders Change %
-5.23%
% of All Funds
5.87%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
33
Increased
100
Reduced
96
Closed
48
Calls
$17.1M
Puts
$15.1M
Net Calls
+$2.07M
Net Calls Change
-$5.02M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$71.2M
2
Capital World Investors
2
Capital World Investors
California
$63M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$86.4M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$55.6M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$38.5M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$39.6M
2
BlackRock
2
BlackRock
New York
$406M
3
ACH
3
ArrowMark Colorado Holdings
Colorado
$146M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$119M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$21.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
251
Quadrant Capital Group
Ohio
$12K +$2.38K +26 +25%
EI
252
Ellevest Inc
New York
$11K -$89 -1 -0.8%
AA
253
Ancora Advisors
Ohio
$11K – – –
HNB
254
Huntington National Bank
Ohio
$10K -$86 -1 -0.9%
CAW
255
Cornerstone Advisors (Washington)
Washington
$10K – – –
First Manhattan
256
First Manhattan
New York
$9K -$10.2K -120 -53%
SWM
257
Sugarloaf Wealth Management
Georgia
$9K – – –
OSAM
258
O'Shaughnessy Asset Management
Connecticut
$7K +$1.32K +14 +23%
CFA
259
Carroll Financial Associates
North Carolina
$6K – – –
IRC
260
Investors Research Corp
Georgia
$6K – – –
HFS
261
Hantz Financial Services
Michigan
$6K – – –
ZB
262
Zions Bancorporation
Utah
$5K – – –
WT
263
Whittier Trust
California
$5K – – –
IAS
264
IMA Advisory Services
Colorado
$4K – – –
Northwestern Mutual Wealth Management
265
Northwestern Mutual Wealth Management
Wisconsin
$4K – – –
AssetMark Inc
266
AssetMark Inc
California
$3K – – –
LWA
267
Lenox Wealth Advisors
New York
$3K – – –
HR
268
Howe & Rusling
New York
$3K – – –
CFGS
269
Concourse Financial Group Securities
Alabama
$2K -$3.92K -49 -66%
PA
270
Parallel Advisors
California
$2K -$211 -2 -10%
SBL
271
Sargent Bickham Lagudis
Colorado
$2K – – –
BCA
272
Berman Capital Advisors
Georgia
$2K – – –
TFO
273
Tarbox Family Office
California
$2K – – –
VCM
274
Versant Capital Management
Arizona
$2K – – –
EARNEST Partners
275
EARNEST Partners
Georgia
$2K – – –
9 10
11
12 13