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Middleby
MIDD

355 hedge funds and large institutions have $9.08B invested in Middleby in 2021 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 103 increasing their positions, 116 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 4 → 7 (+3)

68% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 40

46% more call options, than puts

Call options by funds: $13.1M | Put options by funds: $8.97M

18% more capital invested

Capital invested by funds: $7.68B → $9.08B (+$1.4B)

7% more funds holding

Funds holding: 333 → 355 (+22)

8.48% less ownership

Funds ownership: 107.15% → 98.67% (-8.5%)

11% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 116

Holders
355
Holders Change
+22
Holders Change %
+6.61%
% of All Funds
6.23%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.12%
New
67
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
+$425M
2
Victory Capital Management
Victory Capital Management
Texas
+$241M
3
Bank of America
Bank of America
North Carolina
+$82.9M
4
SP
Sarasin & Partners
United Kingdom
+$75.5M
5
Citadel Advisors
Citadel Advisors
Florida
+$72M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$529M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$313M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$194M
4
EIG
EdgePoint Investment Group
Ontario, Canada
-$137M
5
N
Natixis
France
-$94.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
301
Jacobi Capital Management
Pennsylvania
$27K – – –
PMFA
302
Plante Moran Financial Advisors
Michigan
$27K +$24.3K +165 New
QCG
303
Quadrant Capital Group
Ohio
$24K – – –
BW
304
Bison Wealth
Georgia
$20K +$2.99M +20,314 New
AWA
305
Arkadios Wealth Advisors
Georgia
$19K – – –
HNB
306
Huntington National Bank
Ohio
$18K -$1.32K -9 -8%
PCM
307
Peregrine Capital Management
Minnesota
$18K – – –
AA
308
Ancora Advisors
Ohio
$17K -$3.68K -25 -20%
First Manhattan
309
First Manhattan
New York
$17K – – –
AIG
310
American International Group
New York
$16.7K +$70.8K +481 +0.5%
Schroder Investment Management Group
311
Schroder Investment Management Group
United Kingdom
$14K -$31.7K -215 -72%
OSAM
312
O'Shaughnessy Asset Management
Connecticut
$14K +$1.62K +11 +15%
NFG
313
Next Financial Group
Texas
$13K +$10.6K +72 +1,800%
FPW
314
Flagship Private Wealth
Massachusetts
$12.3K – – –
CFA
315
Carroll Financial Associates
North Carolina
$12K – – –
IRC
316
Investors Research Corp
Georgia
$12K – – –
WAP
317
Wealthcare Advisory Partners
Pennsylvania
$12K +$11K +75 New
SFS
318
Sowell Financial Services
Arkansas
$9K -$2.06K -14 -23%
EI
319
Ellevest Inc
New York
$9K -$147 -1 -2%
SPIA
320
Steward Partners Investment Advisory
New York
$8.62K -$33.1K -225 -81%
IAS
321
IMA Advisory Services
Colorado
$8K – – –
OCM
322
Orion Capital Management
California
$8K – – –
WT
323
Whittier Trust
California
$8K – – –
ZB
324
Zions Bancorporation
Utah
$8K – – –
Northwestern Mutual Wealth Management
325
Northwestern Mutual Wealth Management
Wisconsin
$7K – – –
11 12
13
14 15

MIDD Hedge Fund Activity: Q1 2021 in Review

355 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q1 2021, worth a combined $9.08B — up 18% from $7.68B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new MIDD positions and 40 closed out — a net gain of 27 holders — while 103 added to existing stakes and 116 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $425M. The largest seller was Goldman Sachs, cutting an estimated $529M.

  • 355 institutional investors held Middleby (MIDD) as of Q1 2021, up from 333 in Q4 2020.
  • Funds reported $9.08B of Middleby stock for Q1 2021, up 18% quarter-over-quarter.
  • 67 funds opened new Middleby positions in Q1 2021 and 40 closed out, a net change of +27 holders.
  • The largest Middleby buyer in Q1 2021 was Wellington Management Group, an estimated $425M added.
  • The largest Middleby seller in Q1 2021 was Goldman Sachs, an estimated $529M sold.

Based on aggregated 13F filings for Q1 2021.