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Middleby
MIDD

Overview Fund Activity

324 hedge funds and large institutions have $5.17B invested in Middleby in 2015 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 111 increasing their positions, 124 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
324
Holders Change
+21
Holders Change %
+6.93%
% of All Funds
8.64%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.21%
New
49
Increased
111
Reduced
124
Closed
25
Calls
$3.33M
Puts
$8.83M
Net Calls
-$5.5M
Net Calls Change
-$5.62M

Top Buyers

1
SC
Sculptor Capital
New York
$163M
2
Goldman Sachs
Goldman Sachs
New York
$66M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
$53.2M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
$34.7M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$46.2M

Top Sellers

1
BCM
Bares Capital Management
Texas
$0
2
GKIM
GW&K Investment Management
Massachusetts
$11.5M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$52.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$108M
5
Ameriprise
Ameriprise
Minnesota
$35.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
301
Nelson Capital Management
California
$39K – – –
RIA
302
Regal Investment Advisors
Michigan
$34K +$34K +333 New
PMFA
303
Plante Moran Financial Advisors
Michigan
$27K – – –
WTC
304
WhitTier Trust Company
Nevada
$26K – – –
NFG
305
Next Financial Group
Texas
$25K +$15.7K +155 +168%
PIA
306
Peachtree Investment Advisors
Georgia
$17K – – –
Bessemer Group
307
Bessemer Group
New Jersey
$13K -$524 -5 -4%
TCOV
308
Trust Company of Vermont
Vermont
$11K – – –
BFEC
309
Benjamin F. Edwards & Company
Missouri
$10K – – –
OSNBOA
310
Old Second National Bank of Aurora
Illinois
$9K +$9K +90 New
BAM
311
Bruderman Asset Management
New York
$8K +$8K +80 New
WA
312
WealthTrust-Arizona
Arizona
$7K – – –
FNBOO
313
First National Bank of Omaha
Nebraska
$6.2K +$479 +4,726 +8%
Northwestern Mutual Wealth Management
314
Northwestern Mutual Wealth Management
Wisconsin
$6K -$10.2K -102 -63%
MFS
315
MSI Financial Services
Massachusetts
$6K +$4.84K +50 +417%
ACS
316
Archford Capital Strategies
Illinois
$3.7K -$616 -6 -14%
HRIA
317
Haberer Registered Investment Advisor
Ohio
$3K – – –
LNB
318
Ledyard National Bank
$3K – – –
WCM
319
Wealthcare Capital Management
Virginia
$3K +$3K +34 New
CAW
320
Cornerstone Advisors (Washington)
Washington
$2K – – –
IWM
321
Integrated Wealth Management
California
$2K +$2K +24 New
EFSCE
322
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
Manulife (Manufacturers Life Insurance)
323
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$169 – – –
BCM
324
Bares Capital Management
Texas
– -$58.1M -586,120 Closed
MSA
325
Mason Street Advisors
Wisconsin
– -$13.5M -136,178 Closed
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