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Middleby
MIDD

Overview Fund Activity

345 hedge funds and large institutions have $6B invested in Middleby in 2018 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 107 increasing their positions, 111 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
345
Holders Change
-16
Holders Change %
-4.43%
% of All Funds
7.7%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.2%
New
45
Increased
107
Reduced
111
Closed
55
Calls
$13.5M
Puts
$4.36M
Net Calls
+$9.09M
Net Calls Change
+$10.5M

Top Buyers

1
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$121M
2
RCWMU
Rothschild & Co Wealth Management (UK)
United Kingdom
+$65.8M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$52.9M
4
EIG
EdgePoint Investment Group
Ontario, Canada
+$45.5M
5
TCIM
TIAA CREF Investment Management
New York
+$37.9M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$184M
2
William Blair Investment Management
William Blair Investment Management
Illinois
-$39.4M
3
VNIM
Vaughan Nelson Investment Management
Texas
-$39.3M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$17.8M
5
Goldman Sachs
Goldman Sachs
New York
-$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
301
WealthBridge Capital Management
Ohio
$9K +$9K +91 New
AC
302
Avestar Capital
New York
$8K – – –
BAM
303
Bruderman Asset Management
New York
$8K – – –
AIA
304
Alera Investment Advisors
Illinois
$8K +$8K +75 New
LC
305
Lindbrook Capital
California
$8K +$8K +84 New
MIM
306
MetLife Investment Management
New Jersey
$7.71K -$103 -1 -1%
JA
307
JOYN Advisors
Georgia
$7K -$3.06K -28 -30%
TWA
308
TCI Wealth Advisors
Arizona
$7K -$1.25K -12 -15%
TRCT
309
Tower Research Capital (TRC)
New York
$7K +$7K +72 New
LF
310
Lee Financial
Texas
$6K – – –
CFA
311
Carroll Financial Associates
North Carolina
$6K – – –
VCM
312
Versant Capital Management
Arizona
$6K – – –
SIAS
313
Shine Investment Advisory Services
Colorado
$5K – – –
IAS
314
IMA Advisory Services
Colorado
$5K – – –
EWM
315
Endurance Wealth Management
Rhode Island
$5K – – –
Rockefeller Capital Management
316
Rockefeller Capital Management
New York
$5K – – –
CJA
317
C-J Advisory
California
$5K – – –
AAMU
318
Amundi Asset Management US
Massachusetts
$4.95K +$161 +1,564 +3%
MPWT
319
MassMutual Private Wealth & Trust
Connecticut
$4.01K +$4.01K +39 New
Northwestern Mutual Wealth Management
320
Northwestern Mutual Wealth Management
Wisconsin
$4K -$11.1K -117 -74%
AssetMark Inc
321
AssetMark Inc
California
$4K -$4.33K -39 -52%
FHA
322
Flagship Harbor Advisors
Massachusetts
$4K – – –
TSW
323
Thompson Siegel & Walmsley
Virginia
$4K – – –
1832 Asset Management
324
1832 Asset Management
Ontario, Canada
$4K – – –
FPFS
325
First Personal Financial Services
North Carolina
$4K – – –
11 12
13
14 15