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Middleby
MIDD

Overview Fund Activity

339 hedge funds and large institutions have $6.31B invested in Middleby in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 82 increasing their positions, 148 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
-18
Holders Change %
-5.04%
% of All Funds
7.77%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.16%
New
40
Increased
82
Reduced
148
Closed
55
Calls
$11.2M
Puts
$15.5M
Net Calls
-$4.31M
Net Calls Change
+$88K

Top Buyers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$317M
2
EIG
2
EdgePoint Investment Group
Ontario, Canada
$523M
3
BCM
3
Bares Capital Management
Texas
$163M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$364M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$280M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$214M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$353M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$33M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.3M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$272M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
301
Benjamin F. Edwards & Company
Missouri
$10K – – –
CBOA
302
Commonwealth Bank of Australia
Australia
$10K – – –
JA
303
JOYN Advisors
Georgia
$10K +$3.7K +34 +59%
WA
304
WealthTrust-Arizona
Arizona
$8K -$8.65K -80 -52%
VFA
305
Valeo Financial Advisors
Indiana
$8K -$6.29K -55 -44%
AC
306
Avestar Capital
New York
$8K -$1.3K -13 -14%
WAP
307
Wealthcare Advisory Partners
Pennsylvania
$8K – – –
BAM
308
Bruderman Asset Management
New York
$8K – – –
TWA
309
TCI Wealth Advisors
Arizona
$8K +$1.44K +13 +22%
B
310
Bridgeworth
Alabama
$7K +$7K +70 New
SIAS
311
Shine Investment Advisory Services
Colorado
$6K -$37K -327 -86%
PCP
312
Proficio Capital Partners
Massachusetts
$6K -$8.57K -80 -59%
CFA
313
Carroll Financial Associates
North Carolina
$6K – – –
LF
314
Lee Financial
Texas
$6K – – –
VCM
315
Versant Capital Management
Arizona
$6K – – –
EWM
316
Endurance Wealth Management
Rhode Island
$5K – – –
CJA
317
C-J Advisory
California
$5K – – –
IAS
318
IMA Advisory Services
Colorado
$5K +$5K +48 New
Rockefeller Capital Management
319
Rockefeller Capital Management
New York
$5K +$5K +49 New
FPFS
320
First Personal Financial Services
North Carolina
$4K -$31.2K -289 -89%
1832 Asset Management
321
1832 Asset Management
Ontario, Canada
$4K -$22.5K -225 -85%
TSW
322
Thompson Siegel & Walmsley
Virginia
$4K -$11.3K -119 -74%
SBL
323
Sargent Bickham Lagudis
Colorado
$3K -$2.88K -24 -49%
S
324
SignatureFD
Georgia
$3K -$1.45K -15 -33%
EARNEST Partners
325
EARNEST Partners
Georgia
$3K – – –
11 12
13
14 15