MIDD icon

Middleby
MIDD

Overview Fund Activity

374 hedge funds and large institutions have $10.8B invested in Middleby in 2021 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 124 increasing their positions, 106 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
+13
Holders Change %
+3.6%
% of All Funds
5.78%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
60
Increased
124
Reduced
106
Closed
41
Calls
$34.7M
Puts
$34M
Net Calls
+$671K
Net Calls Change
+$11.6M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$125M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$291M
3
Goldman Sachs
3
Goldman Sachs
New York
$341M
4
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$38.2M
5
SP
5
Sarasin & Partners
United Kingdom
$341M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$76.3M
2
EIG
2
EdgePoint Investment Group
Ontario, Canada
$497M
3
DGI
3
Disciplined Growth Investors
Minnesota
$16.6M
4
Select Equity Group
4
Select Equity Group
New York
$70.8M
5
Victory Capital Management
5
Victory Capital Management
Texas
$432M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
301
Next Financial Group
Texas
$59K +$8.68K +44 +17%
FHA
302
First Horizon Advisors
Tennessee
$57K +$6.09K +31 +12%
HFM
303
Harvest Fund Management
China
$54K – – –
Fidelity Investments
304
Fidelity Investments
Massachusetts
$48K -$12.8M -65,584 -100%
CFGS
305
Concourse Financial Group Securities
Alabama
$48K -$3.12K -16 -6%
CYG
306
Clean Yield Group
Vermont
$39K – – –
CP
307
Corbenic Partners
Pennsylvania
$39K – – –
PA
308
Parallel Advisors
California
$38K +$6.17K +31 +19%
SPIA
309
Steward Partners Investment Advisory
New York
$38K +$10.7K +54 +39%
QCG
310
Quadrant Capital Group
Ohio
$36K +$7.78K +40 +28%
FFA
311
Freedman Financial Associates
Massachusetts
$35K +$35K +180 New
PMFA
312
Plante Moran Financial Advisors
Michigan
$32K – – –
Lazard Asset Management
313
Lazard Asset Management
New York
$32K – – –
O
314
Ossiam
France
$32K +$32K +165 New
MPWT
315
MassMutual Private Wealth & Trust
Connecticut
$29K – – –
RFWA
316
RPg Family Wealth Advisory
Massachusetts
$27.7K – – –
PCM
317
Peregrine Capital Management
Minnesota
$22K – – –
AFG
318
Albion Financial Group
Utah
$20K -$9K -45 -31%
BW
319
Bison Wealth
Georgia
$20K – – –
First Manhattan
320
First Manhattan
New York
$20K – – –
SC
321
Sierra Capital
Florida
$20K +$20K +101 New
SWM
322
Sugarloaf Wealth Management
Georgia
$19K – – –
NIPH
323
NN Investment Partners Holdings
Netherlands
$17K – – –
PP
324
PFS Partners
New Jersey
$16.7K +$16.7K +85 New
MA
325
MUFG Americas
New York
$16K – – –
11 12
13
14 15