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Middleby

349 hedge funds and large institutions have $6.41B invested in Middleby in 2019 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 113 increasing their positions, 126 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more call options, than puts

Call options by funds: $42.1M | Put options by funds: $12.3M

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1.23% less ownership

Funds ownership: 99.81%98.59% (-1.2%)

9% less funds holding

Funds holding: 383349 (-34)

10% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 126

15% less capital invested

Capital invested by funds: $7.53B → $6.41B (-$1.11B)

48% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 71

Holders
349
Holders Change
-34
Holders Change %
-8.88%
% of All Funds
7.65%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
37
Increased
113
Reduced
126
Closed
71
Calls
$42.1M
Puts
$12.3M
Net Calls
+$29.8M
Net Calls Change
+$35.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SF
301
Synovus Financial
Georgia
$15K
CIA
302
CSat Investment Advisory
Michigan
$15K +$2.21K +18 +17%
HNB
303
Huntington National Bank
Ohio
$14K
TCOV
304
Trust Company of Vermont
Vermont
$13K -$2.7K -22 -17%
CFB
305
Cullen/Frost Bankers
Texas
$13K -$1.1K -9 -7%
PCM
306
Peregrine Capital Management
Minnesota
$13K
GRP
307
Global Retirement Partners
California
$12K
GSIS
308
Global Strategic Investment Solutions
Arizona
$12K +$12.3K +100 New
C
309
Cerebellum
California
$10K -$312K -2,544 -97%
LF
310
Lee Financial
Texas
$10K +$2.45K +20 +32%
CFA
311
Carroll Financial Associates
North Carolina
$9K -$264K -2,154 -97%
MAM
312
Meeder Asset Management
Ohio
$9K -$2.45K -20 -20%
VFA
313
Valeo Financial Advisors
Indiana
$9K
WAP
314
Wealthcare Advisory Partners
Pennsylvania
$9K
TWA
315
TCI Wealth Advisors
Arizona
$8K
IRC
316
Investors Research Corp
Georgia
$8K +$8.59K +70 New
APA
317
American Portfolios Advisors
New York
$6.55K +$4.42K +36 +180%
CJA
318
C-J Advisory
California
$6K
IAS
319
IMA Advisory Services
Colorado
$6K
SIAS
320
Shine Investment Advisory Services
Colorado
$6K
WT
321
Whittier Trust
California
$6K
Northwestern Mutual Wealth Management
322
Northwestern Mutual Wealth Management
Wisconsin
$5K -$34K -277 -87%
Fifth Third Bancorp
323
Fifth Third Bancorp
Ohio
$4K -$10.8K -88 -75%
BCA
324
Berman Capital Advisors
Georgia
$4K
CAW
325
Cornerstone Advisors (Washington)
Washington
$4K

MIDD Hedge Fund Activity: Q3 2019 in Review

349 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q3 2019, worth a combined $6.41B — down 15% from $7.53B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of MIDD and 37 opened new positions — a net loss of 34 holders — while 126 trimmed existing stakes and 113 added.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $137M. The largest seller was Eminence Capital, exiting entirely with an estimated $173M sold.

  • 349 institutional investors held Middleby (MIDD) as of Q3 2019, down from 383 in Q2 2019.
  • Funds reported $6.41B of Middleby stock for Q3 2019, down 15% quarter-over-quarter.
  • 37 funds opened new Middleby positions in Q3 2019 and 71 closed out, a net change of -34 holders.
  • The largest Middleby buyer in Q3 2019 was Viking Global Investors, an estimated $137M added.
  • The largest Middleby seller in Q3 2019 was Eminence Capital, an estimated $173M sold.

Based on aggregated 13F filings for Q3 2019.