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Middleby
MIDD

Overview Fund Activity

318 hedge funds and large institutions have $3.2B invested in Middleby in 2020 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 111 increasing their positions, 111 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
318
Holders Change
-67
Holders Change %
-17.4%
% of All Funds
7.02%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
42
Increased
111
Reduced
111
Closed
103
Calls
$5.92M
Puts
$10.5M
Net Calls
-$4.6M
Net Calls Change
+$8.39M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$267M
2
BC
Brookfield Corp
Ontario, Canada
$117M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$56.8M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$172M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$32M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
$0
2
Capital World Investors
Capital World Investors
California
$0
3
Capital Research Global Investors
Capital Research Global Investors
California
$92.3M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$93.1M
5
Wells Fargo
Wells Fargo
California
$6.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
276
EPG Wealth Management
Georgia
$7K – – –
LWA
277
Lenox Wealth Advisors
New York
$7K +$1.4K +26 +25%
EI
278
Ellevest Inc
New York
$7K +$2.37K +42 +51%
HR
279
Howe & Rusling
New York
$6K -$86K -1,605 -93%
TCOV
280
Trust Company of Vermont
Vermont
$6K – – –
CAW
281
Cornerstone Advisors (Washington)
Washington
$6K +$4.08K +66 +213%
CFG
282
Citizens Financial Group
Rhode Island
$6K +$5.34K +89 +809%
APA
283
American Portfolios Advisors
New York
$5.01K +$1.76K +31 +54%
SWM
284
Sugarloaf Wealth Management
Georgia
$5K – – –
Northwestern Mutual Wealth Management
285
Northwestern Mutual Wealth Management
Wisconsin
$5K +$2.72K +50 +119%
OPS
286
Orion Portfolio Solutions
Nebraska
$4K -$3.48K -60 -47%
CFGS
287
Concourse Financial Group Securities
Alabama
$4K -$1.48K -23 -27%
MAM
288
Meeder Asset Management
Ohio
$4K -$522 -9 -12%
CFA
289
Carroll Financial Associates
North Carolina
$4K – – –
WAP
290
Wealthcare Advisory Partners
Pennsylvania
$4K – – –
IRC
291
Investors Research Corp
Georgia
$4K – – –
PA
292
Procyon Advisors
Connecticut
$4K +$779 +15 +24%
HFS
293
Hantz Financial Services
Michigan
$4K +$4K +66 New
TRCT
294
Tower Research Capital (TRC)
New York
$4K +$4K +75 New
IAS
295
IMA Advisory Services
Colorado
$3K – – –
WT
296
Whittier Trust
California
$3K – – –
BCA
297
Berman Capital Advisors
Georgia
$3K +$1.14K +22 +61%
AT
298
Arden Trust
Delaware
$3K +$3K +49 New
S
299
SignatureFD
Georgia
$2K -$214 -3 -10%
EARNEST Partners
300
EARNEST Partners
Georgia
$2K – – –
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