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Middleby
MIDD

Overview Fund Activity

320 hedge funds and large institutions have $5.93B invested in Middleby in 2016 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 99 increasing their positions, 130 reducing their positions, and 39 closing their positions.

Holders
320
Holders Change
-5
Holders Change %
-1.54%
% of All Funds
8.54%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.21%
New
36
Increased
99
Reduced
130
Closed
39
Calls
$17.9M
Puts
$15.8M
Net Calls
+$2.08M
Net Calls Change
+$14M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$512M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$386M
3
Artisan Partners
3
Artisan Partners
Wisconsin
$48.2M
4
ACM
4
Alta Capital Management
Utah
$50.8M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$27.2M

Top Sellers

1
BAMCO Inc
1
BAMCO Inc
New York
$350M
2
Westfield Capital Management
2
Westfield Capital Management
Massachusetts
$65.1M
3
CM
3
Castleark Management
Illinois
$0
4
O
4
OppenheimerFunds
New York
$25.2M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$11.7M
Name Market Value Shares Shares
Change 		Shares
Change %
CFA
301
Carroll Financial Associates
North Carolina
$7K 73 – –
MA
302
MUFG Americas
New York
$7K 70 – –
WA
303
WealthTrust-Arizona
Arizona
$7K 67 – –
HIIFS
304
Harel Insurance Investments & Financial Services
Israel
– – – –
VCM
305
Versant Capital Management
Arizona
$7K 74 +5 +7%
CGT
306
Capital Guardian Trust
California
$7K 63 +63 New
TWA
307
TCI Wealth Advisors
Arizona
$6K 59 -205 -78%
GWM
308
Geneos Wealth Management
Colorado
$6K 60 +60 New
FANJ
309
Financial Architects (New Jersey)
New Jersey
$4K 36 +36 New
LNB
310
Ledyard National Bank
$3K 30 – –
GWM
311
Gupta Wealth Management
California
$2K 17 – –
RWG
312
Regal Wealth Group
California
$2K 23 – –
CHC
313
City Holding Co
West Virginia
$2K 17 – –
S
314
SignatureFD
Georgia
$2K 16 – –
QCG
315
Quadrant Capital Group
Ohio
$2K 25 – –
CG
316
Cutler Group
California
$2K 20 +20 New
WA
317
Winfield Associates
Ohio
$2K 20 +20 New
QI
318
QS Investors
New York
$1K 5 – –
AIA
319
Alerus Investment Advisors
Minnesota
$1K 12 +12 New
PCP
320
Proficio Capital Partners
Massachusetts
$1K 14 +14 New
EWM
321
Endurance Wealth Management
Rhode Island
$246 2,301 – –
CM
322
Castleark Management
Illinois
– – -411,518 Closed
CCI
323
Columbus Circle Investors
– – -204,915 Closed
MPM
324
Meritage Portfolio Management
Kansas
– – -72,823 Closed
CIM
325
Contravisory Investment Management
Massachusetts
– – -64,960 Closed
11 12
13
14 15