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Middleby
MIDD

Overview Fund Activity

352 hedge funds and large institutions have $9.07B invested in Middleby in 2021 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 103 increasing their positions, 116 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
+21
Holders Change %
+6.34%
% of All Funds
6.2%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.12%
New
66
Increased
103
Reduced
116
Closed
40
Calls
$13.1M
Puts
$8.97M
Net Calls
+$4.14M
Net Calls Change
-$64.4M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$765M
2
Victory Capital Management
Victory Capital Management
Texas
$283M
3
Bank of America
Bank of America
North Carolina
$130M
4
SP
Sarasin & Partners
United Kingdom
$301M
5
Citadel Advisors
Citadel Advisors
Florida
$106M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$73.6M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$72.4M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$1.28M
4
EIG
EdgePoint Investment Group
Ontario, Canada
$638M
5
N
Natixis
France
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
301
Quadrant Capital Group
Ohio
$24K – – –
BW
302
Bison Wealth
Georgia
$20K +$20K +20,314 New
AWA
303
Arkadios Wealth Advisors
Georgia
$19K – – –
HNB
304
Huntington National Bank
Ohio
$18K -$1.51K -9 -8%
PCM
305
Peregrine Capital Management
Minnesota
$18K – – –
AA
306
Ancora Advisors
Ohio
$17K -$4.25K -25 -20%
First Manhattan
307
First Manhattan
New York
$17K – – –
AIG
308
American International Group
New York
$16.7K +$80 +481 +0.5%
Schroder Investment Management Group
309
Schroder Investment Management Group
United Kingdom
$14K -$35.4K -215 -72%
OSAM
310
O'Shaughnessy Asset Management
Connecticut
$14K +$1.83K +11 +15%
NFG
311
Next Financial Group
Texas
$13K +$12.3K +72 +1,800%
FPW
312
Flagship Private Wealth
Massachusetts
$12.3K – – –
IRC
313
Investors Research Corp
Georgia
$12K – – –
CFA
314
Carroll Financial Associates
North Carolina
$12K – – –
WAP
315
Wealthcare Advisory Partners
Pennsylvania
$12K +$12K +75 New
SFS
316
Sowell Financial Services
Arkansas
$9K -$2.63K -14 -23%
EI
317
Ellevest Inc
New York
$9K -$173 -1 -2%
SPIA
318
Steward Partners Investment Advisory
New York
$8.62K -$37.3K -225 -81%
ZB
319
Zions Bancorporation
Utah
$8K – – –
OCM
320
Orion Capital Management
California
$8K – – –
IAS
321
IMA Advisory Services
Colorado
$8K – – –
WT
322
Whittier Trust
California
$8K – – –
Northwestern Mutual Wealth Management
323
Northwestern Mutual Wealth Management
Wisconsin
$7K – – –
PA
324
Parallel Advisors
California
$7K +$3.68K +21 +111%
HFS
325
Hantz Financial Services
Michigan
$5K -$2.42K -16 -33%
11 12
13
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