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Middleby
MIDD

Overview Fund Activity

306 hedge funds and large institutions have $4.75B invested in Middleby in 2020 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 75 increasing their positions, 112 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
-12
Holders Change %
-3.77%
% of All Funds
6.29%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
72
Increased
75
Reduced
112
Closed
82
Calls
$20.9M
Puts
$13.8M
Net Calls
+$7.09M
Net Calls Change
+$11.7M

Top Buyers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$220M
2
BlackRock
2
BlackRock
New York
$384M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$152M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$291M
5
TCAM
5
Turtle Creek Asset Management
Ontario, Canada
$163M

Top Sellers

1
Fiera Capital (Canada)
1
Fiera Capital (Canada)
Quebec, Canada
$116M
2
RCWMU
2
Rothschild & Co Wealth Management (UK)
United Kingdom
$2.95M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$760K
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$68.6M
5
EIG
5
EdgePoint Investment Group
Ontario, Canada
$397M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
276
Hantz Financial Services
Michigan
$5K -$156 -2 -3%
CFA
277
Carroll Financial Associates
North Carolina
$5K – – –
OSAM
278
O'Shaughnessy Asset Management
Connecticut
$5K +$5K +60 New
IAS
279
IMA Advisory Services
Colorado
$4K – – –
WT
280
Whittier Trust
California
$4K – – –
ZB
281
Zions Bancorporation
Utah
$4K +$4K +54 New
FAF
282
Fjarde Ap-fonden
Sweden
$3K -$2.54M -27,076 -100%
LWA
283
Lenox Wealth Advisors
New York
$3K -$8.14K -95 -73%
CB
284
CNB Bank
Pennsylvania
$3K -$6.94K -81 -70%
HR
285
Howe & Rusling
New York
$3K -$7.5K -80 -71%
Northwestern Mutual Wealth Management
286
Northwestern Mutual Wealth Management
Wisconsin
$3K -$3.57K -50 -54%
AssetMark Inc
287
AssetMark Inc
California
$3K – – –
Fifth Third Bancorp
288
Fifth Third Bancorp
Ohio
$2K -$12.5K -187 -86%
BCA
289
Berman Capital Advisors
Georgia
$2K -$1.87K -28 -48%
TFO
290
Tarbox Family Office
California
$2K – – –
EARNEST Partners
291
EARNEST Partners
Georgia
$2K – – –
VCM
292
Versant Capital Management
Arizona
$2K – – –
SBL
293
Sargent Bickham Lagudis
Colorado
$2K – – –
ST
294
Smithfield Trust
Pennsylvania
$2K +$2K +26 New
GFPC
295
Global Financial Private Client
Florida
$1.2K – – –
PA
296
Parallel Advisors
California
$1K -$8.19K -172 -89%
GKIM
297
GW&K Investment Management
Massachusetts
$1K -$10.5K -158 -91%
MAM
298
Meeder Asset Management
Ohio
$1K -$7.63K -61 -88%
OPS
299
Orion Portfolio Solutions
Nebraska
$1K -$7.63K -61 -88%
S
300
SignatureFD
Georgia
$1K -$867 -13 -46%
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