Middleby
MIDD
331 hedge funds and large institutions have $7.12B invested in Middleby in 2022 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 93 increasing their positions, 124 reducing their positions, and 36 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
33% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 36
2% more funds holding
Funds holding: 325 → 331 (+6)
3% more capital invested
Capital invested by funds: $6.93B → $7.12B (+$192M)
1.28% less ownership
Funds ownership: 101.26% → 99.99% (-1.3%)
25% less repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 124
76% less call options, than puts
Call options by funds: $19.6M | Put options by funds: $80.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$83.8M |
| 2 |
Select Equity Group
New York
|
+$73.8M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$55.4M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$50M |
| 5 |
JP Morgan Chase
New York
|
+$38.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$109M |
| 2 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$73.8M |
| 3 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$70.4M |
| 4 |
EIG
EdgePoint Investment Group
Toronto,
Ontario, Canada
|
-$34.5M |
| 5 |
EIP
Epoch Investment Partners
New York
|
-$31.9M |
MIDD Hedge Fund Activity: Q4 2022 in Review
331 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q4 2022, worth a combined $7.12B — up 2.8% from $6.93B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new MIDD positions and 36 closed out — a net gain of 12 holders — while 93 added to existing stakes and 124 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $83.8M. The largest seller was Goldman Sachs, cutting an estimated $109M.
- 331 institutional investors held Middleby (MIDD) as of Q4 2022, up from 325 in Q3 2022.
- Funds reported $7.12B of Middleby stock for Q4 2022, up 2.8% quarter-over-quarter.
- 48 funds opened new Middleby positions in Q4 2022 and 36 closed out, a net change of +12 holders.
- The largest Middleby buyer in Q4 2022 was Morgan Stanley, an estimated $83.8M added.
- The largest Middleby seller in Q4 2022 was Goldman Sachs, an estimated $109M sold.
Based on aggregated 13F filings for Q4 2022.