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Middleby
MIDD

Overview Fund Activity

357 hedge funds and large institutions have $7.39B invested in Middleby in 2018 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 109 increasing their positions, 143 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
-8
Holders Change %
-2.19%
% of All Funds
8.19%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
38
Increased
109
Reduced
143
Closed
42
Calls
$20.7M
Puts
$25.1M
Net Calls
-$4.4M
Net Calls Change
-$40.8M

Top Buyers

1
EIG
EdgePoint Investment Group
Ontario, Canada
$246M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$592M
3
Capital Research Global Investors
Capital Research Global Investors
California
$337M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$50.7M
5
WRF
Waddell & Reed Financial
Kansas
$49.8M

Top Sellers

1
CGI
CI Global Investments
California
$218M
2
Citadel Advisors
Citadel Advisors
Florida
$100M
3
American Century Companies
American Century Companies
Missouri
$86.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$19.8M
5
Baird Financial Group
Baird Financial Group
Wisconsin
$1.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMT
301
First Mercantile Trust
Tennessee
$39K -$436K -3,541 -92%
SIM
302
Sonora Investment Management
Arizona
$37.1K – – –
Fifth Third Bancorp
303
Fifth Third Bancorp
Ohio
$37K -$29.2K -237 -44%
GT
304
Greenleaf Trust
Michigan
$37K – – –
TF
305
Tompkins Financial
New York
$37K – – –
PMFA
306
Plante Moran Financial Advisors
Michigan
$33K – – –
CAW
307
Cornerstone Advisors (Washington)
Washington
$33K – – –
1832 Asset Management
308
1832 Asset Management
Ontario, Canada
$33K – – –
VIA
309
Vantage Investment Advisors
Pennsylvania
$31K – – –
OIA
310
Optimum Investment Advisors
Illinois
$31K +$31K +250 New
CA
311
Crewe Advisors
Utah
$30K – – –
DBT
312
Dubuque Bank & Trust
Iowa
$29K – – –
MOS
313
MGO One Seven
Ohio
$25K – – –
WTC
314
WhitTier Trust Company
Nevada
$24K -$101K -821 -81%
FHA
315
First Horizon Advisors
Tennessee
$24K +$1.17K +10 +5%
AssetMark Inc
316
AssetMark Inc
California
$23K -$30.3K -244 -57%
WF
317
WealthTrust Fairport
Ohio
$23K +$23K +183 New
TSW
318
Thompson Siegel & Walmsley
Virginia
$20K – – –
TCM
319
Tradewinds Capital Management
Washington
$19K – – –
WA
320
WealthTrust-Arizona
Arizona
$19K +$123 +1 +0.7%
RFWA
321
RPg Family Wealth Advisory
Massachusetts
$17.5K – – –
PCP
322
Proficio Capital Partners
Massachusetts
$17K -$2.38K -19 -12%
GRP
323
Global Retirement Partners
California
$15K – – –
VFA
324
Valeo Financial Advisors
Indiana
$15K +$8.64K +72 +136%
TCOV
325
Trust Company of Vermont
Vermont
$13K -$12.5K -105 -49%
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