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Middleby
MIDD

377 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, 125 increasing their positions, 107 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

46% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 41

17% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 107

14% more capital invested

Capital invested by funds: $9.44B → $10.8B (+$1.34B)

4% more funds holding

Funds holding: 364 → 377 (+13)

2% more call options, than puts

Call options by funds: $34.7M | Put options by funds: $34M

4.27% less ownership

Funds ownership: 103.06% → 98.8% (-4.3%)

Holders
377
Holders Change
+13
Holders Change %
+3.57%
% of All Funds
5.8%
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
125
Reduced
107
Closed
41
Calls
$34.7M
Puts
$34M
Net Calls
+$671K
Net Calls Change
+$11.6M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$115M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$85.1M
3
Goldman Sachs
Goldman Sachs
New York
+$57.2M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$32.5M
5
SP
Sarasin & Partners
United Kingdom
+$32.2M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$125M
2
EIG
EdgePoint Investment Group
Ontario, Canada
-$83.5M
3
DGI
Disciplined Growth Investors
Minnesota
-$49.9M
4
Select Equity Group
Select Equity Group
New York
-$42.9M
5
Victory Capital Management
Victory Capital Management
Texas
-$41.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFEC
301
Benjamin F. Edwards & Company
Missouri
$61K – – –
NFG
302
Next Financial Group
Texas
$59K +$8.03K +44 +17%
FHA
303
First Horizon Advisors
Tennessee
$57K +$5.66K +31 +12%
HFM
304
Harvest Fund Management
China
$54K – – –
CT
305
Caldwell Trust
Florida
$49.8K – – –
Fidelity Investments
306
Fidelity Investments
Massachusetts
$48K -$12M -65,584 -100%
CFGS
307
Concourse Financial Group Securities
Alabama
$48K -$2.92K -16 -6%
CYG
308
Clean Yield Group
Vermont
$39K – – –
CP
309
Corbenic Partners
Pennsylvania
$39K – – –
PA
310
Parallel Advisors
California
$38K +$5.66K +31 +19%
SPIA
311
Steward Partners Investment Advisory
New York
$38K +$9.85K +54 +39%
QCG
312
Quadrant Capital Group
Ohio
$36K +$7.3K +40 +28%
FFA
313
Freedman Financial Associates
Massachusetts
$35K +$32.8K +180 New
LSA
314
Leonteq Securities AG
Switzerland
$33.3K +$24.3K +133 +369%
Lazard Asset Management
315
Lazard Asset Management
New York
$32K – – –
PMFA
316
Plante Moran Financial Advisors
Michigan
$32K – – –
O
317
Ossiam
France
$32K +$30.1K +165 New
MPWT
318
MassMutual Private Wealth & Trust
Connecticut
$29K – – –
RFWA
319
RPg Family Wealth Advisory
Massachusetts
$27.7K – – –
PCM
320
Peregrine Capital Management
Minnesota
$22K – – –
AFG
321
Albion Financial Group
Utah
$20K -$8.21K -45 -31%
BW
322
Bison Wealth
Georgia
$20K – – –
First Manhattan
323
First Manhattan
New York
$20K – – –
SC
324
Sierra Capital
Florida
$20K +$18.4K +101 New
SWM
325
Sugarloaf Wealth Management
Georgia
$19K – – –
11 12
13
14 15

MIDD Hedge Fund Activity: Q4 2021 in Review

377 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q4 2021, worth a combined $10.8B — up 14% from $9.44B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new MIDD positions and 41 closed out — a net gain of 19 holders — while 125 added to existing stakes and 107 trimmed.

The largest buyer was Boston Partners, adding an estimated $115M. The largest seller was Citadel Advisors, cutting an estimated $125M.

  • 377 institutional investors held Middleby (MIDD) as of Q4 2021, up from 364 in Q3 2021.
  • Funds reported $10.8B of Middleby stock for Q4 2021, up 14% quarter-over-quarter.
  • 60 funds opened new Middleby positions in Q4 2021 and 41 closed out, a net change of +19 holders.
  • The largest Middleby buyer in Q4 2021 was Boston Partners, an estimated $115M added.
  • The largest Middleby seller in Q4 2021 was Citadel Advisors, an estimated $125M sold.

Based on aggregated 13F filings for Q4 2021.