We are live on ! Find out more
MIDD icon

Middleby
MIDD

375 hedge funds and large institutions have $9.76B invested in Middleby in 2021 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 118 increasing their positions, 111 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more call options, than puts

Call options by funds: $30.8M | Put options by funds: $14.8M

55% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 40

8% more capital invested

Capital invested by funds: $9.08B → $9.76B (+$688M)

6% more funds holding

Funds holding: 355 → 375 (+20)

2.85% more ownership

Funds ownership: 98.67% → 101.53% (+2.9%)

6% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 111

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

Holders
375
Holders Change
+20
Holders Change %
+5.63%
% of All Funds
6.53%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
62
Increased
118
Reduced
111
Closed
40
Calls
$30.8M
Puts
$14.8M
Net Calls
+$16M
Net Calls Change
+$11.9M

Top Buyers

1
Select Equity Group
Select Equity Group
New York
+$211M
2
Macquarie Group
Macquarie Group
Australia
+$199M
3
Goldman Sachs
Goldman Sachs
New York
+$110M
4
Victory Capital Management
Victory Capital Management
Texas
+$79.6M
5
Invesco
Invesco
Georgia
+$67.8M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$175M
2
EIG
EdgePoint Investment Group
Ontario, Canada
-$86.3M
3
DGI
Disciplined Growth Investors
Minnesota
-$49.8M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$44.4M
5
Capital World Investors
Capital World Investors
California
-$43M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
276
Crawford Investment Counsel
Georgia
$256K – – –
CMI
277
Clare Market Investments
Texas
$256K +$251K +1,475 New
BIAS
278
Beacon Investment Advisory Services
New Jersey
$253K – – –
BP
279
Ballentine Partners
Massachusetts
$252K – – –
Sumitomo Mitsui Trust Group
280
Sumitomo Mitsui Trust Group
Japan
$248K -$134K -786 -35%
RWB
281
RMR Wealth Builders
New Jersey
$244K – – –
CC
282
Centiva Capital
New York
$235K +$232K +1,359 New
TWI
283
Thomas White International
Illinois
$225K – – –
CRC
284
Curi RMB Capital
Illinois
$224K +$220K +1,292 New
MFG
285
MidWestOne Financial Group
Iowa
$220K – – –
Brown Advisory
286
Brown Advisory
Maryland
$216K – – –
Bessemer Group
287
Bessemer Group
New Jersey
$216K +$5.63K +33 +3%
Walleye Trading
288
Walleye Trading
New York
$214K +$211K +1,237 New
PFBT
289
Parkside Financial Bank & Trust
Missouri
$213K +$129K +756 +160%
CAM
290
Claret Asset Management
Quebec, Canada
$210K – – –
BC
291
Bridgefront Capital
Texas
$209K +$206K +1,207 New
AIM
292
Arcadia Investment Management
Michigan
$204K -$4.26K -25 -2%
EWA
293
Exencial Wealth Advisors
Oklahoma
$201K +$198K +1,160 New
SGAM
294
Smith Group Asset Management
Texas
$152K +$149K +875 New
APA
295
American Portfolios Advisors
New York
$147K – – –
Canada Pension Plan Investment Board
296
Canada Pension Plan Investment Board
Ontario, Canada
$135K -$467K -2,741 -78%
GAM
297
GVO Asset Management
Switzerland
$133K – – –
FMT
298
First Mercantile Trust
Tennessee
$133K +$131K +770 New
PAM
299
Panagora Asset Management
Massachusetts
$120K – – –
FDCDDQ
300
Federation des caisses Desjardins du Quebec
Quebec, Canada
$111K – – –
10 11
12
13 14

MIDD Hedge Fund Activity: Q2 2021 in Review

375 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q2 2021, worth a combined $9.76B — up 7.6% from $9.08B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new MIDD positions and 40 closed out — a net gain of 22 holders — while 118 added to existing stakes and 111 trimmed.

The largest buyer was Select Equity Group, opening a new position worth an estimated $211M. The largest seller was JP Morgan Chase, cutting an estimated $175M.

  • 375 institutional investors held Middleby (MIDD) as of Q2 2021, up from 355 in Q1 2021.
  • Funds reported $9.76B of Middleby stock for Q2 2021, up 7.6% quarter-over-quarter.
  • 62 funds opened new Middleby positions in Q2 2021 and 40 closed out, a net change of +22 holders.
  • The largest Middleby buyer in Q2 2021 was Select Equity Group, an estimated $211M added.
  • The largest Middleby seller in Q2 2021 was JP Morgan Chase, an estimated $175M sold.

Based on aggregated 13F filings for Q2 2021.