MIDD icon

Middleby
MIDD

Overview Fund Activity

361 hedge funds and large institutions have $7.66B invested in Middleby in 2018 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 104 increasing their positions, 121 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
+22
Holders Change %
+6.49%
% of All Funds
8.27%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
57
Increased
104
Reduced
121
Closed
32
Calls
$17.3M
Puts
$18.7M
Net Calls
-$1.41M
Net Calls Change
+$2.9M

Top Buyers

1
DZ Bank
1
DZ Bank
Germany
$145M
2
RCWMU
2
Rothschild & Co Wealth Management (UK)
United Kingdom
$117M
3
BCM
3
Bares Capital Management
Texas
$252M
4
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$405M
5
MRCP
5
Manor Road Capital Partners
New York
$35.6M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$45.1M
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$311M
3
Wells Fargo
3
Wells Fargo
California
$41.9M
4
Goldman Sachs
4
Goldman Sachs
New York
$202M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$310M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPWA
301
TRUE Private Wealth Advisors
Oregon
$25.9K +$25.9K +200 New
DBT
302
Dubuque Bank & Trust
Iowa
$25K -$5.63K -43 -18%
WTC
303
WhitTier Trust Company
Nevada
$25K – – –
HNB
304
Huntington National Bank
Ohio
$25K – – –
RCAG
305
Rehmann Capital Advisory Group
Michigan
$24.4K -$129 -1 -0.5%
PA
306
Parallel Advisors
California
$22K -$763 -6 -3%
Northwestern Mutual Wealth Management
307
Northwestern Mutual Wealth Management
Wisconsin
$21K +$3.7K +28 +21%
FANJ
308
Financial Architects (New Jersey)
New Jersey
$19K -$393 -3 -2%
SF
309
Synovus Financial
Georgia
$19K – – –
RFWA
310
RPg Family Wealth Advisory
Massachusetts
$18.2K – – –
Carson Wealth (CWM LLC)
311
Carson Wealth (CWM LLC)
Nebraska
$17K -$1.64K -13 -9%
GRP
312
Global Retirement Partners
California
$16K – – –
WAP
313
Wealthcare Advisory Partners
Pennsylvania
$16K +$6.24K +48 +64%
WA
314
WealthTrust-Arizona
Arizona
$15K +$5.35K +41 +55%
TCOV
315
Trust Company of Vermont
Vermont
$14K – – –
PCM
316
Peregrine Capital Management
Minnesota
$14K – – –
LWA
317
Lenox Wealth Advisors
New York
$14K +$14K +110 New
CSS
318
Cubist Systematic Strategies
Connecticut
$13K -$164K -1,276 -93%
BFEC
319
Benjamin F. Edwards & Company
Missouri
$13K – – –
JA
320
JOYN Advisors
Georgia
$12K – – –
CBOA
321
Commonwealth Bank of Australia
Australia
$12K – – –
AssetMark Inc
322
AssetMark Inc
California
$10K -$4.27K -32 -30%
BAM
323
Bruderman Asset Management
New York
$10K – – –
AC
324
Avestar Capital
New York
$10K – – –
TWA
325
TCI Wealth Advisors
Arizona
$10K +$886 +7 +10%
11 12
13
14 15