Middleby
MIDD
346 hedge funds and large institutions have $7.15B invested in Middleby in 2017 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 112 increasing their positions, 129 reducing their positions, and 67 closing their positions.
400% more funds holding in top 10
Funds holding in top 10: 1 → 5 (+4)
102% more call options, than puts
Call options by funds: $31.6M | Put options by funds: $15.6M
7% more capital invested
Capital invested by funds: $6.71B → $7.15B (+$439M)
0.8% more ownership
Funds ownership: 96.09% → 96.89% (+0.8%)
12% less funds holding
Funds holding: 392 → 346 (-46)
13% less repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 129
54% less first-time investments, than exits
New positions opened: 31 | Existing positions closed: 67
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CGI
CI Global Investments
Oakland,
California
|
+$108M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$75.9M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$74.5M |
| 4 |
Goldman Sachs
New York
|
+$72.6M |
| 5 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$50.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$75.5M |
| 2 |
CAM
Congress Asset Management
Boston,
Massachusetts
|
-$65.8M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$56.9M |
| 4 |
Westfield Capital Management
Boston,
Massachusetts
|
-$37M |
| 5 |
ORI
Oak Ridge Investments
Chicago,
Illinois
|
-$36.2M |
MIDD Hedge Fund Activity: Q3 2017 in Review
346 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q3 2017, worth a combined $7.15B — up 6.5% from $6.71B a quarter earlier.
Sellers outnumbered buyers: 67 funds closed out of MIDD and 31 opened new positions — a net loss of 36 holders — while 129 trimmed existing stakes and 112 added.
The largest buyer was CI Global Investments, adding an estimated $108M. The largest seller was AllianceBernstein, cutting an estimated $75.5M.
- 346 institutional investors held Middleby (MIDD) as of Q3 2017, down from 392 in Q2 2017.
- Funds reported $7.15B of Middleby stock for Q3 2017, up 6.5% quarter-over-quarter.
- 31 funds opened new Middleby positions in Q3 2017 and 67 closed out, a net change of -36 holders.
- The largest Middleby buyer in Q3 2017 was CI Global Investments, an estimated $108M added.
- The largest Middleby seller in Q3 2017 was AllianceBernstein, an estimated $75.5M sold.
Based on aggregated 13F filings for Q3 2017.