Middleby
MIDD
333 hedge funds and large institutions have $7.68B invested in Middleby in 2020 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 87 increasing their positions, 131 reducing their positions, and 19 closing their positions.
359% more call options, than puts
Call options by funds: $87.6M | Put options by funds: $19.1M
221% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 19
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
36% more capital invested
Capital invested by funds: $5.63B → $7.68B (+$2.05B)
14% more funds holding
Funds holding: 292 → 333 (+41)
6.22% less ownership
Funds ownership: 113.37% → 107.15% (-6.2%)
34% less repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 131
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SP
Sarasin & Partners
London,
United Kingdom
|
+$147M |
| 2 |
Nordea Investment Management
Stockholm,
Sweden
|
+$108M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$15.4M |
| 4 |
N
Natixis
Paris,
France
|
+$15.4M |
| 5 |
Renaissance Technologies
New York
|
+$14.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$117M |
| 2 |
TCAM
Turtle Creek Asset Management
Toronto,
Ontario, Canada
|
-$78M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$69M |
| 4 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$61.4M |
| 5 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$52.2M |
MIDD Hedge Fund Activity: Q4 2020 in Review
333 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q4 2020, worth a combined $7.68B — up 36% from $5.63B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new MIDD positions and 19 closed out — a net gain of 42 holders — while 87 added to existing stakes and 131 trimmed.
The largest buyer was Sarasin & Partners, adding an estimated $147M. The largest seller was JP Morgan Chase, cutting an estimated $117M.
- 333 institutional investors held Middleby (MIDD) as of Q4 2020, up from 292 in Q3 2020.
- Funds reported $7.68B of Middleby stock for Q4 2020, up 36% quarter-over-quarter.
- 61 funds opened new Middleby positions in Q4 2020 and 19 closed out, a net change of +42 holders.
- The largest Middleby buyer in Q4 2020 was Sarasin & Partners, an estimated $147M added.
- The largest Middleby seller in Q4 2020 was JP Morgan Chase, an estimated $117M sold.
Based on aggregated 13F filings for Q4 2020.