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Middleby

303 hedge funds and large institutions have $4.96B invested in Middleby in 2014 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 100 increasing their positions, 120 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 19

11% more capital invested

Capital invested by funds: $4.46B → $4.96B (+$502M)

4% more funds holding

Funds holding: 290303 (+13)

4% more call options, than puts

Call options by funds: $3.47M | Put options by funds: $3.35M

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

17% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 120

Holders
303
Holders Change
+13
Holders Change %
+4.48%
% of All Funds
8.08%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
38
Increased
100
Reduced
120
Closed
19
Calls
$3.47M
Puts
$3.35M
Net Calls
+$124K
Net Calls Change
+$2.41M
Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
276
First Manhattan
New York
$83K
EWM
277
Evercore Wealth Management
New York
$69K
SEC
278
Seven Eight Capital
New York
$50K +$27.4K +300 +150%
TF
279
Tompkins Financial
New York
$46K
MBE
280
Michael B. Elefante
$45K
WTB
281
Washington Trust Bank
Washington
$45K
PCM
282
Prelude Capital Management
New York
$40K
NCM
283
Nelson Capital Management
California
$38K
Fifth Third Bancorp
284
Fifth Third Bancorp
Ohio
$30K -$1.1K -12 -4%
SEI Investments
285
SEI Investments
Pennsylvania
$27K +$25.6K +280 New
PMFA
286
Plante Moran Financial Advisors
Michigan
$26K
WTC
287
WhitTier Trust Company
Nevada
$25K
PIA
288
Peachtree Investment Advisors
Georgia
$17K -$5.21K -57 -25%
Northwestern Mutual Wealth Management
289
Northwestern Mutual Wealth Management
Wisconsin
$16K +$8.78K +96 +145%
Bessemer Group
290
Bessemer Group
New Jersey
$13K
BFEC
291
Benjamin F. Edwards & Company
Missouri
$10K -$13.7K -150 -60%
TCOV
292
Trust Company of Vermont
Vermont
$10K
NFG
293
Next Financial Group
Texas
$9K -$256K -2,801 -97%
WA
294
WealthTrust-Arizona
Arizona
$7K -$1.01K -11 -14%
GGPS
295
Gary Goldberg Planning Services
New York
$6K
ACS
296
Archford Capital Strategies
Illinois
$4K
LNB
297
Ledyard National Bank
$3K -$6.58K -72 -71%
HRIA
298
Haberer Registered Investment Advisor
Ohio
$3K -$3.57K -39 -60%
CAW
299
Cornerstone Advisors (Washington)
Washington
$2K
MFS
300
MSI Financial Services
Massachusetts
$1K -$4.39K -48 -80%

MIDD Hedge Fund Activity: Q4 2014 in Review

303 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q4 2014, worth a combined $4.96B — up 11% from $4.46B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new MIDD positions and 19 closed out — a net gain of 19 holders — while 100 added to existing stakes and 120 trimmed.

The largest buyer was Janus Henderson Group, opening a new position worth an estimated $72.4M. The largest seller was Bares Capital Management, cutting an estimated $39.9M.

  • 303 institutional investors held Middleby (MIDD) as of Q4 2014, up from 290 in Q3 2014.
  • Funds reported $4.96B of Middleby stock for Q4 2014, up 11% quarter-over-quarter.
  • 38 funds opened new Middleby positions in Q4 2014 and 19 closed out, a net change of +19 holders.
  • The largest Middleby buyer in Q4 2014 was Janus Henderson Group, an estimated $72.4M added.
  • The largest Middleby seller in Q4 2014 was Bares Capital Management, an estimated $39.9M sold.

Based on aggregated 13F filings for Q4 2014.