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Middleby
MIDD

Overview Fund Activity

339 hedge funds and large institutions have $6.31B invested in Middleby in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 82 increasing their positions, 148 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
-18
Holders Change %
-5.04%
% of All Funds
7.77%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.16%
New
40
Increased
82
Reduced
148
Closed
55
Calls
$11.2M
Puts
$15.5M
Net Calls
-$4.31M
Net Calls Change
+$88K

Top Buyers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$317M
2
EIG
2
EdgePoint Investment Group
Ontario, Canada
$523M
3
BCM
3
Bares Capital Management
Texas
$163M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$364M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$280M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$214M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$353M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$33M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.3M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$272M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMFA
276
Plante Moran Financial Advisors
Michigan
$28K – – –
SPIA
277
Steward Partners Investment Advisory
New York
$27K -$6.67K -65 -20%
CAW
278
Cornerstone Advisors (Washington)
Washington
$27K – – –
VIA
279
Vantage Investment Advisors
Pennsylvania
$26K – – –
OIA
280
Optimum Investment Advisors
Illinois
$26K – – –
TRCT
281
Tower Research Capital (TRC)
New York
$25K -$148K -1,418 -86%
FHA
282
First Horizon Advisors
Tennessee
$25K +$4.17K +41 +20%
FHA
283
Flagship Harbor Advisors
Massachusetts
$25K +$25K +242 New
DBT
284
Dubuque Bank & Trust
Iowa
$24K – – –
HIIFS
285
Harel Insurance Investments & Financial Services
Israel
$22K +$22K +210 New
HR
286
Howe & Rusling
New York
$21K -$23.6K -225 -53%
HNB
287
Huntington National Bank
Ohio
$20K -$17.7K -172 -47%
WTC
288
WhitTier Trust Company
Nevada
$20K – – –
RCAG
289
Rehmann Capital Advisory Group
Michigan
$19.8K -$24.7K -237 -56%
PA
290
Parallel Advisors
California
$18K -$24.3K -242 -57%
SF
291
Synovus Financial
Georgia
$16K -$712K -6,629 -98%
TCM
292
Tradewinds Capital Management
Washington
$16K – – –
Carson Wealth (CWM LLC)
293
Carson Wealth (CWM LLC)
Nebraska
$15K +$7.1K +70 +90%
FANJ
294
Financial Architects (New Jersey)
New Jersey
$15K +$9.63K +95 +179%
RFWA
295
RPg Family Wealth Advisory
Massachusetts
$14.7K – – –
Northwestern Mutual Wealth Management
296
Northwestern Mutual Wealth Management
Wisconsin
$14K -$34.7K -325 -71%
GRP
297
Global Retirement Partners
California
$13K – – –
AssetMark Inc
298
AssetMark Inc
California
$11K -$8.02K -78 -42%
TCOV
299
Trust Company of Vermont
Vermont
$11K – – –
PCM
300
Peregrine Capital Management
Minnesota
$11K +$11K +110 New
10 11
12
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