MIDD icon

Middleby
MIDD

Overview Fund Activity

374 hedge funds and large institutions have $10.8B invested in Middleby in 2021 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 124 increasing their positions, 106 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
+13
Holders Change %
+3.6%
% of All Funds
5.78%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
60
Increased
124
Reduced
106
Closed
41
Calls
$34.7M
Puts
$34M
Net Calls
+$671K
Net Calls Change
+$11.6M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$125M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$291M
3
Goldman Sachs
3
Goldman Sachs
New York
$341M
4
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$38.2M
5
SP
5
Sarasin & Partners
United Kingdom
$341M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$76.3M
2
EIG
2
EdgePoint Investment Group
Ontario, Canada
$497M
3
DGI
3
Disciplined Growth Investors
Minnesota
$16.6M
4
Select Equity Group
4
Select Equity Group
New York
$70.8M
5
Victory Capital Management
5
Victory Capital Management
Texas
$432M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
251
Baird Financial Group
Wisconsin
$392K -$4.13K -21 -1%
FCBT
252
First Citizens Bank & Trust
North Carolina
$389K -$2.56K -13 -0.7%
C
253
Certuity
Florida
$371K +$17.9K +91 +5%
CIBC World Market
254
CIBC World Market
Ontario, Canada
$368K +$9.06K +46 +3%
Commonwealth Equity Services
255
Commonwealth Equity Services
Massachusetts
$368K +$18.7K +95 +5%
AII
256
AGF Investments Inc
Ontario, Canada
$368K +$368K +1,870 New
GT
257
Greenleaf Trust
Michigan
$361K +$2.36K +12 +0.7%
Cerity Partners
258
Cerity Partners
New York
$359K +$359K +1,821 New
SPC
259
Sigma Planning Corp
Michigan
$354K +$354K +1,799 New
PG
260
Pendal Group
Australia
$354K +$354K +1,800 New
MG
261
Mather Group
Illinois
$352K +$352K +1,790 New
FL
262
Fort LP
Maryland
$343K +$343K +1,744 New
Truist Financial
263
Truist Financial
North Carolina
$328K +$328K +1,668 New
CB
264
CNB Bank
Pennsylvania
$327K +$60.2K +305 +23%
ASN
265
Advisory Services Network
Georgia
$304K – – –
GC
266
Guggenheim Capital
Illinois
$302K +$302K +1,534 New
MCM
267
MAI Capital Management
Ohio
$301K -$282K -1,431 -48%
ACM
268
Advent Capital Management
New York
$301K – – –
HSBC Holdings
269
HSBC Holdings
United Kingdom
$297K -$12.6M -63,526 -98%
VC
270
Vestor Capital
Illinois
$295K – – –
NGA
271
Naples Global Advisors
Florida
$295K – – –
BIAS
272
Beacon Investment Advisory Services
New Jersey
$288K – – –
BP
273
Ballentine Partners
Massachusetts
$288K – – –
TWI
274
Thomas White International
Illinois
$256K – – –
PHK
275
Point72 Hong Kong
Hong Kong
$252K +$252K +1,280 New
9 10
11
12 13