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Middleby

349 hedge funds and large institutions have $6.41B invested in Middleby in 2019 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 113 increasing their positions, 126 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more call options, than puts

Call options by funds: $42.1M | Put options by funds: $12.3M

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1.23% less ownership

Funds ownership: 99.81%98.59% (-1.2%)

9% less funds holding

Funds holding: 383349 (-34)

10% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 126

15% less capital invested

Capital invested by funds: $7.53B → $6.41B (-$1.11B)

48% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 71

Holders
349
Holders Change
-34
Holders Change %
-8.88%
% of All Funds
7.65%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
37
Increased
113
Reduced
126
Closed
71
Calls
$42.1M
Puts
$12.3M
Net Calls
+$29.8M
Net Calls Change
+$35.5M
Name Holding Trade Value Shares
Change
Change in
Stake
OFS
276
Orrstown Financial Services
Pennsylvania
$66K
GHCM
277
Glen Harbor Capital Management
California
$65K -$1.12M -9,128 -94%
PFBT
278
Parkside Financial Bank & Trust
Missouri
$59K -$15.9K -130 -21%
LS
279
Livforsakringsbolaget Skandia
Sweden
$58K
SPIA
280
Steward Partners Investment Advisory
New York
$58K +$1.35K +11 +2%
CAPTRUST Financial Advisors
281
CAPTRUST Financial Advisors
North Carolina
$55K -$3.19K -26 -5%
MCIM
282
Meadow Creek Investment Management
Georgia
$51K -$880K -7,172 -94%
PCM
283
Penserra Capital Management
California
$43K -$1.93M -15,703 -98%
CFGS
284
Concourse Financial Group Securities
Alabama
$41K -$48K -391 -53%
FCM
285
Flinton Capital Management
Pennsylvania
$37K -$640K -5,216 -94%
SIM
286
Sonora Investment Management
Arizona
$35K
Carson Wealth (CWM LLC)
287
Carson Wealth (CWM LLC)
Nebraska
$34K
PMFA
288
Plante Moran Financial Advisors
Michigan
$31K
CYG
289
Clean Yield Group
Vermont
$23K
LWA
290
Lenox Wealth Advisors
New York
$21K +$8.46K +69 +63%
1832 Asset Management
291
1832 Asset Management
Ontario, Canada
$21K +$17.2K +140 +350%
BC
292
Bartlett & Co
Ohio
$20K +$20.5K +167 New
SFS
293
Sowell Financial Services
Arkansas
$20K +$20.5K +167 New
Rockefeller Capital Management
294
Rockefeller Capital Management
New York
$20K +$21.5K +175 New
BCWM
295
Bartlett & Co Wealth Management
Ohio
$19.5K +$20.5K +167 New
PA
296
Parallel Advisors
California
$18K +$736 +6 +4%
Marshall Wace
297
Marshall Wace
United Kingdom
$18K +$19.3K +157 New
WTC
298
WhitTier Trust Company
Nevada
$17K -$6.26K -51 -26%
RCAG
299
Rehmann Capital Advisory Group
Michigan
$16.9K
RFWA
300
RPg Family Wealth Advisory
Massachusetts
$16.5K

MIDD Hedge Fund Activity: Q3 2019 in Review

349 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q3 2019, worth a combined $6.41B — down 15% from $7.53B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of MIDD and 37 opened new positions — a net loss of 34 holders — while 126 trimmed existing stakes and 113 added.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $137M. The largest seller was Eminence Capital, exiting entirely with an estimated $173M sold.

  • 349 institutional investors held Middleby (MIDD) as of Q3 2019, down from 383 in Q2 2019.
  • Funds reported $6.41B of Middleby stock for Q3 2019, down 15% quarter-over-quarter.
  • 37 funds opened new Middleby positions in Q3 2019 and 71 closed out, a net change of -34 holders.
  • The largest Middleby buyer in Q3 2019 was Viking Global Investors, an estimated $137M added.
  • The largest Middleby seller in Q3 2019 was Eminence Capital, an estimated $173M sold.

Based on aggregated 13F filings for Q3 2019.