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Middleby
MIDD

355 hedge funds and large institutions have $9.08B invested in Middleby in 2021 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 103 increasing their positions, 116 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 4 → 7 (+3)

68% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 40

46% more call options, than puts

Call options by funds: $13.1M | Put options by funds: $8.97M

18% more capital invested

Capital invested by funds: $7.68B → $9.08B (+$1.4B)

7% more funds holding

Funds holding: 333 → 355 (+22)

8.48% less ownership

Funds ownership: 107.15% → 98.67% (-8.5%)

11% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 116

Holders
355
Holders Change
+22
Holders Change %
+6.61%
% of All Funds
6.23%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.12%
New
67
Increased
103
Reduced
116
Closed
40
Calls
$13.1M
Puts
$8.97M
Net Calls
+$4.14M
Net Calls Change
-$64.4M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$425M
2
Victory Capital Management
Victory Capital Management
Texas
+$241M
3
Bank of America
Bank of America
North Carolina
+$82.9M
4
SP
Sarasin & Partners
United Kingdom
+$75.5M
5
Citadel Advisors
Citadel Advisors
Florida
+$72M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$529M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$313M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$194M
4
EIG
EdgePoint Investment Group
Ontario, Canada
-$137M
5
N
Natixis
France
-$94.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
276
GVO Asset Management
Switzerland
$127K +$113K +767 New
PAM
277
Panagora Asset Management
Massachusetts
$115K +$102K +692 New
HWA
278
Heritage Wealth Advisors
Virginia
$110K -$29.9K -203 -23%
FDCDDQ
279
Federation des caisses Desjardins du Quebec
Quebec, Canada
$106K -$967K -6,570 -91%
BFC
280
Bedel Financial Consulting
Indiana
$99K – – –
TCWM
281
Total Clarity Wealth Management
Illinois
$91K +$81K +550 New
PFBT
282
Parkside Financial Bank & Trust
Missouri
$78K -$2.21K -15 -3%
APP
283
Alpha Paradigm Partners
Illinois
$76K +$67.9K +461 New
PCG
284
Private Capital Group
Connecticut
$75K -$883 -6 -1%
Daiwa Securities Group
285
Daiwa Securities Group
Japan
$71K -$849K -5,769 -93%
CAPTRUST Financial Advisors
286
CAPTRUST Financial Advisors
North Carolina
$60K -$6.33K -43 -11%
Acadian Asset Management
287
Acadian Asset Management
Massachusetts
$53K – – –
BFEC
288
Benjamin F. Edwards & Company
Missouri
$51K – – –
SIM
289
Sonora Investment Management
Arizona
$50K – – –
HFM
290
Harvest Fund Management
China
$46K +$40.9K +278 New
TSW
291
Thompson Siegel & Walmsley
Virginia
$45K – – –
CT
292
Caldwell Trust
Florida
$41.9K – – –
Fifth Third Bancorp
293
Fifth Third Bancorp
Ohio
$41K +$24.9K +169 +211%
GFP
294
Gryphon Financial Partners
Ohio
$38K +$33.6K +228 New
Carson Wealth (CWM LLC)
295
Carson Wealth (CWM LLC)
Nebraska
$34K – – –
CFGS
296
Concourse Financial Group Securities
Alabama
$34K +$17.2K +117 +136%
CP
297
Corbenic Partners
Pennsylvania
$33K – – –
MLFP
298
MPS Loria Financial Planners
Illinois
$33K – – –
BC
299
Bartlett & Co
Ohio
$28K – – –
BCWM
300
Bartlett & Co Wealth Management
Ohio
$27.7K – – –
10 11
12
13 14

MIDD Hedge Fund Activity: Q1 2021 in Review

355 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q1 2021, worth a combined $9.08B — up 18% from $7.68B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new MIDD positions and 40 closed out — a net gain of 27 holders — while 103 added to existing stakes and 116 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $425M. The largest seller was Goldman Sachs, cutting an estimated $529M.

  • 355 institutional investors held Middleby (MIDD) as of Q1 2021, up from 333 in Q4 2020.
  • Funds reported $9.08B of Middleby stock for Q1 2021, up 18% quarter-over-quarter.
  • 67 funds opened new Middleby positions in Q1 2021 and 40 closed out, a net change of +27 holders.
  • The largest Middleby buyer in Q1 2021 was Wellington Management Group, an estimated $425M added.
  • The largest Middleby seller in Q1 2021 was Goldman Sachs, an estimated $529M sold.

Based on aggregated 13F filings for Q1 2021.