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Middleby
MIDD

Overview Fund Activity

352 hedge funds and large institutions have $9.07B invested in Middleby in 2021 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 103 increasing their positions, 116 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
+21
Holders Change %
+6.34%
% of All Funds
6.2%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.12%
New
66
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
$765M
2
Victory Capital Management
Victory Capital Management
Texas
$283M
3
Bank of America
Bank of America
North Carolina
$130M
4
SP
Sarasin & Partners
United Kingdom
$301M
5
Citadel Advisors
Citadel Advisors
Florida
$106M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$73.6M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$72.4M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$1.28M
4
EIG
EdgePoint Investment Group
Ontario, Canada
$638M
5
N
Natixis
France
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
276
Panagora Asset Management
Massachusetts
$115K +$115K +692 New
HWA
277
Heritage Wealth Advisors
Virginia
$110K -$33.6K -203 -23%
FDCDDQ
278
Federation des caisses Desjardins du Quebec
Quebec, Canada
$106K -$1.09M -6,570 -91%
BFC
279
Bedel Financial Consulting
Indiana
$99K – – –
TCWM
280
Total Clarity Wealth Management
Illinois
$91K +$91K +550 New
PFBT
281
Parkside Financial Bank & Trust
Missouri
$78K -$2.47K -15 -3%
APP
282
Alpha Paradigm Partners
Illinois
$76K +$76K +461 New
PCG
283
Private Capital Group
Connecticut
$75K -$998 -6 -1%
Daiwa Securities Group
284
Daiwa Securities Group
Japan
$71K -$953K -5,769 -93%
CAPTRUST Financial Advisors
285
CAPTRUST Financial Advisors
North Carolina
$60K -$7.07K -43 -11%
Acadian Asset Management
286
Acadian Asset Management
Massachusetts
$53K – – –
BFEC
287
Benjamin F. Edwards & Company
Missouri
$51K – – –
SIM
288
Sonora Investment Management
Arizona
$50K – – –
HFM
289
Harvest Fund Management
China
$46K +$46K +278 New
TSW
290
Thompson Siegel & Walmsley
Virginia
$45K – – –
Fifth Third Bancorp
291
Fifth Third Bancorp
Ohio
$41K +$27.8K +169 +211%
GFP
292
Gryphon Financial Partners
Ohio
$38K +$38K +228 New
Carson Wealth (CWM LLC)
293
Carson Wealth (CWM LLC)
Nebraska
$34K – – –
CFGS
294
Concourse Financial Group Securities
Alabama
$34K +$19.6K +117 +136%
CP
295
Corbenic Partners
Pennsylvania
$33K – – –
MLFP
296
MPS Loria Financial Planners
Illinois
$33K – – –
BC
297
Bartlett & Co
Ohio
$28K – – –
BCWM
298
Bartlett & Co Wealth Management
Ohio
$27.7K – – –
JCM
299
Jacobi Capital Management
Pennsylvania
$27K – – –
PMFA
300
Plante Moran Financial Advisors
Michigan
$27K +$27K +165 New
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