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Middleby
MIDD

Overview Fund Activity

345 hedge funds and large institutions have $6B invested in Middleby in 2018 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 107 increasing their positions, 111 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
345
Holders Change
-16
Holders Change %
-4.43%
% of All Funds
7.7%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.2%
New
45
Increased
107
Reduced
111
Closed
55
Calls
$13.5M
Puts
$4.36M
Net Calls
+$9.09M
Net Calls Change
+$10.5M

Top Buyers

1
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$121M
2
RCWMU
Rothschild & Co Wealth Management (UK)
United Kingdom
+$65.8M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$52.9M
4
EIG
EdgePoint Investment Group
Ontario, Canada
+$45.5M
5
TCIM
TIAA CREF Investment Management
New York
+$37.9M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$184M
2
William Blair Investment Management
William Blair Investment Management
Illinois
-$39.4M
3
VNIM
Vaughan Nelson Investment Management
Texas
-$39.3M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$17.8M
5
Goldman Sachs
Goldman Sachs
New York
-$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
276
Advisory Services Network
Georgia
$33K +$3.75K +37 +13%
SIM
277
Sonora Investment Management
Arizona
$31K – – –
TF
278
Tompkins Financial
New York
$27K – – –
PMFA
279
Plante Moran Financial Advisors
Michigan
$27K – – –
CAW
280
Cornerstone Advisors (Washington)
Washington
$27K – – –
FANJ
281
Financial Architects (New Jersey)
New Jersey
$23K +$8.11K +79 +54%
FHA
282
First Horizon Advisors
Tennessee
$22K -$807 -8 -4%
CYG
283
Clean Yield Group
Vermont
$21K +$21K +200 New
PAMU
284
Pictet Asset Management (UK)
United Kingdom
$20.4K – – –
WTC
285
WhitTier Trust Company
Nevada
$20K – – –
HNB
286
Huntington National Bank
Ohio
$20K – – –
MOS
287
MGO One Seven
Ohio
$20K +$20K +202 New
RCAG
288
Rehmann Capital Advisory Group
Michigan
$19.4K – – –
SF
289
Synovus Financial
Georgia
$16K – – –
NFG
290
Next Financial Group
Texas
$16K +$13.4K +130 +520%
PA
291
Parallel Advisors
California
$15K -$2.19K -22 -13%
RFWA
292
RPg Family Wealth Advisory
Massachusetts
$14.5K – – –
WAP
293
Wealthcare Advisory Partners
Pennsylvania
$13K – – –
GRP
294
Global Retirement Partners
California
$11K -$2.1K -20 -16%
LWA
295
Lenox Wealth Advisors
New York
$11K – – –
PCM
296
Peregrine Capital Management
Minnesota
$11K – – –
TCOV
297
Trust Company of Vermont
Vermont
$11K – – –
CBOA
298
Commonwealth Bank of Australia
Australia
$10K – – –
Carson Wealth (CWM LLC)
299
Carson Wealth (CWM LLC)
Nebraska
$9K -$4.81K -47 -35%
VFA
300
Valeo Financial Advisors
Indiana
$9K – – –
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12
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