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Middleby
MIDD

Overview Fund Activity

372 hedge funds and large institutions have $7.54B invested in Middleby in 2019 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 101 increasing their positions, 132 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
372
Holders Change
+27
Holders Change %
+7.83%
% of All Funds
8.06%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.22%
New
60
Increased
101
Reduced
132
Closed
31
Calls
$17.5M
Puts
$15.3M
Net Calls
+$2.16M
Net Calls Change
-$6.93M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$96.9M
2
Wells Fargo
Wells Fargo
California
+$64.4M
3
CCI
Columbus Circle Investors
+$37.8M
4
RCWMU
Rothschild & Co Wealth Management (UK)
United Kingdom
+$35.1M
5
KCM
Kingdon Capital Management
New York
+$34.1M

Top Sellers

1
DZ Bank
DZ Bank
Germany
-$141M
2
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$58.3M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$33.1M
4
American Century Companies
American Century Companies
Missouri
-$32.5M
5
Nordea Investment Management
Nordea Investment Management
Sweden
-$28.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
301
Whittier Trust
California
$57K +$6.59K +51 +13%
Nisa Investment Advisors
302
Nisa Investment Advisors
Missouri
$52K – – –
WAM
303
Wealthspire Advisors (Maryland)
Maryland
$45K -$7.28K -56 -14%
SIM
304
Sonora Investment Management
Arizona
$39K – – –
TF
305
Tompkins Financial
New York
$34K – – –
PMFA
306
Plante Moran Financial Advisors
Michigan
$34K – – –
Carson Wealth (CWM LLC)
307
Carson Wealth (CWM LLC)
Nebraska
$34K +$18.7K +108 +123%
FANJ
308
Financial Architects (New Jersey)
New Jersey
$33K +$3.78K +29 +13%
IWP
309
Icon Wealth Partners
Texas
$33K +$33K +253 New
ASN
310
Advisory Services Network
Georgia
$29K -$14.6K -109 -33%
CYG
311
Clean Yield Group
Vermont
$26K – – –
WTC
312
WhitTier Trust Company
Nevada
$25K – – –
CFA
313
Carroll Financial Associates
North Carolina
$24K +$15.6K +122 +185%
QT
314
Quantbot Technologies
New York
$22K +$22K +170 New
HNB
315
Huntington National Bank
Ohio
$21K -$4.46K -34 -18%
LWA
316
Lenox Wealth Advisors
New York
$21K +$6.65K +51 +46%
RCAG
317
Rehmann Capital Advisory Group
Michigan
$20.4K -$4.16K -32 -17%
PA
318
Parallel Advisors
California
$20K – – –
RFWA
319
RPg Family Wealth Advisory
Massachusetts
$18.3K – – –
SF
320
Synovus Financial
Georgia
$16K -$3.38K -26 -17%
WAP
321
Wealthcare Advisory Partners
Pennsylvania
$16K – – –
PCM
322
Peregrine Capital Management
Minnesota
$14K – – –
GRP
323
Global Retirement Partners
California
$14K – – –
TCOV
324
Trust Company of Vermont
Vermont
$14K – – –
CBOA
325
Commonwealth Bank of Australia
Australia
$13K – – –
11 12
13
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