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Middleby

366 hedge funds and large institutions have $7.77B invested in Middleby in 2017 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 98 increasing their positions, 137 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more call options, than puts

Call options by funds: $52M | Put options by funds: $15.7M

56% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 39

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

9% more capital invested

Capital invested by funds: $7.15B → $7.77B (+$623M)

6.19% more ownership

Funds ownership: 96.89%103.08% (+6.2%)

6% more funds holding

Funds holding: 346366 (+20)

28% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 137

Holders
366
Holders Change
+20
Holders Change %
+5.78%
% of All Funds
8.3%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
61
Increased
98
Reduced
137
Closed
39
Calls
$52M
Puts
$15.7M
Net Calls
+$36.4M
Net Calls Change
+$20.4M
Name Holding Trade Value Shares
Change
Change in
Stake
EOJOAM
276
E. Ohman J:or Asset Management
Sweden
$175K
ZB
277
Zions Bancorporation
Utah
$160K -$44.2K -361 -23%
OFS
278
Orrstown Financial Services
Pennsylvania
$155K -$6.12K -50 -4%
LIA
279
LS Investment Advisors
Michigan
$145K
WTC
280
WhitTier Trust Company
Nevada
$137K +$23.7K +194 +24%
CLOS
281
Compagnie Lombard Odier SCmA
Switzerland
$126K +$57.5K +470 +100%
LS
282
Livforsakringsbolaget Skandia
Sweden
$121K -$24.5K -200 -18%
OMCS
283
Old Mutual Customised Solutions
South Africa
$121K
IA
284
IFP Advisors
Florida
$111K +$612 +5 +0.6%
ASN
285
Advisory Services Network
Georgia
$109K -$11.1K -91 -10%
TL
286
TrueWealth LLC
Georgia
$102K +$92.5K +756 New
FDCDDQ
287
Federation des caisses Desjardins du Quebec
Quebec, Canada
$96.5K
CAPTRUST Financial Advisors
288
CAPTRUST Financial Advisors
North Carolina
$90K +$81.7K +668 New
SWP
289
Stratos Wealth Partners
Ohio
$86K +$77.9K +637 New
PFBT
290
Parkside Financial Bank & Trust
Missouri
$78K +$6.36K +52 +10%
EWM
291
Endurance Wealth Management
Rhode Island
$74K -$30.7K -251 -31%
Northwestern Mutual Wealth Management
292
Northwestern Mutual Wealth Management
Wisconsin
$74K +$51.4K +420 +321%
First Manhattan
293
First Manhattan
New York
$73K
Fifth Third Bancorp
294
Fifth Third Bancorp
Ohio
$72K +$21.4K +175 +48%
WTB
295
Washington Trust Bank
Washington
$61K
EMG
296
ETF Managers Group
New Jersey
$61K +$7.83K +64 +17%
AssetMark Inc
297
AssetMark Inc
California
$58K -$4.28K -35 -8%
HR
298
Howe & Rusling
New York
$57K -$12.8K -105 -20%
PA
299
Parallel Advisors
California
$57K
FPFS
300
First Personal Financial Services
North Carolina
$57K +$11.5K +94 +29%