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Middleby
MIDD

Overview Fund Activity

318 hedge funds and large institutions have $3.2B invested in Middleby in 2020 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 111 increasing their positions, 111 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
318
Holders Change
-67
Holders Change %
-17.4%
% of All Funds
7.02%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
42
Increased
111
Reduced
111
Closed
103
Calls
$5.92M
Puts
$10.5M
Net Calls
-$4.6M
Net Calls Change
+$8.39M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$267M
2
BC
Brookfield Corp
Ontario, Canada
$117M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$56.8M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$172M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$32M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
$0
2
Capital World Investors
Capital World Investors
California
$0
3
Capital Research Global Investors
Capital Research Global Investors
California
$92.3M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$93.1M
5
Wells Fargo
Wells Fargo
California
$6.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
301
AssetMark Inc
California
$2K – – –
EARNEST Partners
302
EARNEST Partners
Georgia
$2K – – –
GWS
303
Glassman Wealth Services
Virginia
$2K +$2K +27 New
FHA
304
Flagship Harbor Advisors
Massachusetts
$1K -$1.1K -22 -52%
TAIM
305
TD Ameritrade Investment Management
Nebraska
$1K -$400 -6 -29%
VCM
306
Versant Capital Management
Arizona
$1K -$156 -5 -14%
IA
307
IFP Advisors
Florida
$1K – – –
SBL
308
Sargent Bickham Lagudis
Colorado
$1K – – –
AF
309
Allworth Financial
California
$1K – – –
LWM
310
Liberty Wealth Management
California
$1K – – –
CA
311
Crewe Advisors
Utah
$1K – – –
VFA
312
Valeo Financial Advisors
Indiana
$1K – – –
LC
313
Lindbrook Capital
California
$1K +$765 +13 +325%
ABC
314
Associated Banc-Corp
Wisconsin
$1K +$1K +17 New
GFPC
315
Global Financial Private Client
Florida
$848 – – –
Viking Global Investors
316
Viking Global Investors
Connecticut
– -$203M -1,856,730 Closed
Capital World Investors
317
Capital World Investors
California
– -$176M -1,610,758 Closed
ACM
318
Alta Capital Management
Utah
– -$25.8M -235,832 Closed
SIMG
319
Stephens Investment Management Group
Texas
– -$18.6M -170,178 Closed
William Blair Investment Management
320
William Blair Investment Management
Illinois
– -$9.57M -87,413 Closed
PCM
321
PenderFund Capital Management
British Columbia, Canada
– -$10.7M -75,000 Closed
AAM
322
Aureus Asset Management
Massachusetts
– -$6.78M -61,874 Closed
Marshall Wace
323
Marshall Wace
United Kingdom
– -$4.08M -37,254 Closed
IM
324
Islet Management
New York
– -$3.83M -35,000 Closed
BC
325
Brinker Capital
Pennsylvania
– -$3.56M -32,526 Closed
11 12
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