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Middleby
MIDD

377 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, 125 increasing their positions, 107 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

46% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 41

17% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 107

14% more capital invested

Capital invested by funds: $9.44B → $10.8B (+$1.34B)

4% more funds holding

Funds holding: 364 → 377 (+13)

2% more call options, than puts

Call options by funds: $34.7M | Put options by funds: $34M

4.27% less ownership

Funds ownership: 103.06% → 98.8% (-4.3%)

Holders
377
Holders Change
+13
Holders Change %
+3.57%
% of All Funds
5.8%
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
125
Reduced
107
Closed
41
Calls
$34.7M
Puts
$34M
Net Calls
+$671K
Net Calls Change
+$11.6M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$115M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$85.1M
3
Goldman Sachs
Goldman Sachs
New York
+$57.2M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$32.5M
5
SP
Sarasin & Partners
United Kingdom
+$32.2M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$125M
2
EIG
EdgePoint Investment Group
Ontario, Canada
-$83.5M
3
DGI
Disciplined Growth Investors
Minnesota
-$49.9M
4
Select Equity Group
Select Equity Group
New York
-$42.9M
5
Victory Capital Management
Victory Capital Management
Texas
-$41.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
CG
251
Caprock Group
Idaho
$403K – – –
Baird Financial Group
252
Baird Financial Group
Wisconsin
$392K -$3.83K -21 -1%
FCBT
253
First Citizens Bank & Trust
North Carolina
$389K -$2.37K -13 -0.7%
C
254
Certuity
Florida
$371K +$16.6K +91 +5%
CIBC World Market
255
CIBC World Market
Ontario, Canada
$368K +$8.39K +46 +3%
Commonwealth Equity Services
256
Commonwealth Equity Services
Massachusetts
$368K +$17.3K +95 +5%
AII
257
AGF Investments Inc
Ontario, Canada
$368K +$341K +1,870 New
GT
258
Greenleaf Trust
Michigan
$361K +$2.19K +12 +0.7%
Cerity Partners
259
Cerity Partners
New York
$359K +$332K +1,821 New
SPC
260
Sigma Planning Corp
Michigan
$354K +$328K +1,799 New
PG
261
Pendal Group
Australia
$354K +$328K +1,800 New
MG
262
Mather Group
Illinois
$352K +$327K +1,790 New
FL
263
Fort LP
Maryland
$343K +$318K +1,744 New
Truist Financial
264
Truist Financial
North Carolina
$328K +$304K +1,668 New
CB
265
CNB Bank
Pennsylvania
$327K +$55.6K +305 +23%
ASN
266
Advisory Services Network
Georgia
$304K – – –
GC
267
Guggenheim Capital
Illinois
$302K +$280K +1,534 New
MCM
268
MAI Capital Management
Ohio
$301K -$261K -1,431 -48%
ACM
269
Advent Capital Management
New York
$301K – – –
HSBC Holdings
270
HSBC Holdings
United Kingdom
$297K -$11.6M -63,526 -98%
NGA
271
Naples Global Advisors
Florida
$295K – – –
VC
272
Vestor Capital
Illinois
$295K – – –
BP
273
Ballentine Partners
Massachusetts
$288K – – –
BIAS
274
Beacon Investment Advisory Services
New Jersey
$288K – – –
TWI
275
Thomas White International
Illinois
$256K – – –
9 10
11
12 13

MIDD Hedge Fund Activity: Q4 2021 in Review

377 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q4 2021, worth a combined $10.8B — up 14% from $9.44B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new MIDD positions and 41 closed out — a net gain of 19 holders — while 125 added to existing stakes and 107 trimmed.

The largest buyer was Boston Partners, adding an estimated $115M. The largest seller was Citadel Advisors, cutting an estimated $125M.

  • 377 institutional investors held Middleby (MIDD) as of Q4 2021, up from 364 in Q3 2021.
  • Funds reported $10.8B of Middleby stock for Q4 2021, up 14% quarter-over-quarter.
  • 60 funds opened new Middleby positions in Q4 2021 and 41 closed out, a net change of +19 holders.
  • The largest Middleby buyer in Q4 2021 was Boston Partners, an estimated $115M added.
  • The largest Middleby seller in Q4 2021 was Citadel Advisors, an estimated $125M sold.

Based on aggregated 13F filings for Q4 2021.