We are live on ! Find out more
MIDD icon

Middleby
MIDD

377 hedge funds and large institutions have $10.8B invested in Middleby in 2021 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 125 increasing their positions, 107 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

46% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 41

17% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 107

14% more capital invested

Capital invested by funds: $9.44B → $10.8B (+$1.34B)

4% more funds holding

Funds holding: 364 → 377 (+13)

2% more call options, than puts

Call options by funds: $34.7M | Put options by funds: $34M

4.27% less ownership

Funds ownership: 103.06% → 98.8% (-4.3%)

Holders
377
Holders Change
+13
Holders Change %
+3.57%
% of All Funds
5.8%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
60
Increased
125
Reduced
107
Closed
41
Calls
$34.7M
Puts
$34M
Net Calls
+$671K
Net Calls Change
+$11.6M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$115M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$85.1M
3
Goldman Sachs
Goldman Sachs
New York
+$57.2M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$32.5M
5
SP
Sarasin & Partners
United Kingdom
+$32.2M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$125M
2
EIG
EdgePoint Investment Group
Ontario, Canada
-$83.5M
3
DGI
Disciplined Growth Investors
Minnesota
-$49.9M
4
Select Equity Group
Select Equity Group
New York
-$42.9M
5
Victory Capital Management
Victory Capital Management
Texas
-$41.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
PHK
276
Point72 Hong Kong
Hong Kong
$252K +$234K +1,280 New
ONB
277
Old National Bancorp
Indiana
$250K +$232K +1,272 New
CI
278
Cigna Investments
Connecticut
$247K -$80.3K -440 -26%
RJFSA
279
Raymond James Financial Services Advisors
Florida
$243K -$858K -4,703 -79%
Bessemer Group
280
Bessemer Group
New Jersey
$238K – – –
PFBT
281
Parkside Financial Bank & Trust
Missouri
$237K -$6.93K -38 -3%
GVAG
282
Great Valley Advisor Group
Delaware
$236K – – –
AIM
283
Arcadia Investment Management
Michigan
$231K – – –
RFC
284
Regions Financial Corp
Alabama
$215K +$199K +1,093 New
AA
285
ALPS Advisors
Colorado
$214K +$198K +1,087 New
LA
286
Latitude Advisors
Florida
$210K +$195K +1,068 New
TPWA
287
TRUE Private Wealth Advisors
Oregon
$207K +$192K +1,054 New
MFG
288
MidWestOne Financial Group
Iowa
$206K +$191K +1,049 New
Group One Trading
289
Group One Trading
Illinois
$157K +$146K +800 New
UB
290
UMB Bank
Missouri
$142K +$132K +723 New
CCM
291
Chilton Capital Management
Texas
$139K +$129K +705 New
FDCDDQ
292
Federation des caisses Desjardins du Quebec
Quebec, Canada
$126K – – –
BFC
293
Bedel Financial Consulting
Indiana
$118K – – –
CAPTRUST Financial Advisors
294
CAPTRUST Financial Advisors
North Carolina
$112K +$17.7K +97 +21%
TCWM
295
Total Clarity Wealth Management
Illinois
$108K – – –
PCG
296
Private Capital Group
Connecticut
$101K +$182 +1 +0.2%
Carson Wealth (CWM LLC)
297
Carson Wealth (CWM LLC)
Nebraska
$87K +$80.3K +440 New
Fifth Third Bancorp
298
Fifth Third Bancorp
Ohio
$79K +$10.6K +58 +17%
Allspring Global Investments
299
Allspring Global Investments
North Carolina
$73K +$68.6K +376 New
APA
300
American Portfolios Advisors
New York
$68.9K -$91.2K -500 -59%
10 11
12
13 14

MIDD Hedge Fund Activity: Q4 2021 in Review

377 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q4 2021, worth a combined $10.8B — up 14% from $9.44B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new MIDD positions and 41 closed out — a net gain of 19 holders — while 125 added to existing stakes and 107 trimmed.

The largest buyer was Boston Partners, adding an estimated $115M. The largest seller was Citadel Advisors, cutting an estimated $125M.

  • 377 institutional investors held Middleby (MIDD) as of Q4 2021, up from 364 in Q3 2021.
  • Funds reported $10.8B of Middleby stock for Q4 2021, up 14% quarter-over-quarter.
  • 60 funds opened new Middleby positions in Q4 2021 and 41 closed out, a net change of +19 holders.
  • The largest Middleby buyer in Q4 2021 was Boston Partners, an estimated $115M added.
  • The largest Middleby seller in Q4 2021 was Citadel Advisors, an estimated $125M sold.

Based on aggregated 13F filings for Q4 2021.