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Middleby

366 hedge funds and large institutions have $7.77B invested in Middleby in 2017 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 98 increasing their positions, 137 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more call options, than puts

Call options by funds: $52M | Put options by funds: $15.7M

56% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 39

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

9% more capital invested

Capital invested by funds: $7.15B → $7.77B (+$623M)

6.19% more ownership

Funds ownership: 96.89%103.08% (+6.2%)

6% more funds holding

Funds holding: 346366 (+20)

28% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 137

Holders
366
Holders Change
+20
Holders Change %
+5.78%
% of All Funds
8.3%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
61
Increased
98
Reduced
137
Closed
39
Calls
$52M
Puts
$15.7M
Net Calls
+$36.4M
Net Calls Change
+$20.4M
Name Holding Trade Value Shares
Change
Change in
Stake
GFP
301
Gryphon Financial Partners
Ohio
$56K +$51.1K +418 New
Nisa Investment Advisors
302
Nisa Investment Advisors
Missouri
$54K
SIAS
303
Shine Investment Advisory Services
Colorado
$51K -$5.26K -43 -10%
EA
304
Edge Advisors
Georgia
$51K
IWP
305
Icon Wealth Partners
Texas
$50K +$45.8K +374 New
SIM
306
Sonora Investment Management
Arizona
$40.5K
GT
307
Greenleaf Trust
Michigan
$40K
TF
308
Tompkins Financial
New York
$40K
LCM
309
Liberty Capital Management
Michigan
$37K
1832 Asset Management
310
1832 Asset Management
Ontario, Canada
$36K
PMFA
311
Plante Moran Financial Advisors
Michigan
$36K
SPIA
312
Steward Partners Investment Advisory
New York
$35K -$19.1K -156 -37%
HNB
313
Huntington National Bank
Ohio
$35K -$17.3K -141 -35%
CAW
314
Cornerstone Advisors (Washington)
Washington
$35K
SSB
315
Sandy Spring Bank
Maryland
$35K
VIA
316
Vantage Investment Advisors
Pennsylvania
$34K
CA
317
Crewe Advisors
Utah
$33K +$29.5K +241 New
DBT
318
Dubuque Bank & Trust
Iowa
$32K
HIIFS
319
Harel Insurance Investments & Financial Services
Israel
$32K +$20.2K +165 +236%
TCOV
320
Trust Company of Vermont
Vermont
$29K -$4.89K -40 -16%
APA
321
American Portfolios Advisors
New York
$28.7K +$26.1K +213 New
MOS
322
MGO One Seven
Ohio
$27K +$24.7K +202 New
FHA
323
First Horizon Advisors
Tennessee
$25K
TSW
324
Thompson Siegel & Walmsley
Virginia
$22K
TCM
325
Tradewinds Capital Management
Washington
$21K