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Middleby
MIDD

Overview Fund Activity

352 hedge funds and large institutions have $6.36B invested in Middleby in 2016 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 112 increasing their positions, 128 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
+32
Holders Change %
+10%
% of All Funds
9.41%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
61
Increased
112
Reduced
128
Closed
24
Calls
$17.5M
Puts
$15.3M
Net Calls
+$2.26M
Net Calls Change
+$187K

Top Buyers

1
Artisan Partners
Artisan Partners
Wisconsin
$141M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$184M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$188M
4
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$48.4M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$33.8M

Top Sellers

1
PCM
Pennant Capital Management
New Jersey
$0
2
BAMCO Inc
BAMCO Inc
New York
$300M
3
SC
Sculptor Capital
New York
$93.9M
4
CWAM
Columbia Wanger Asset Management
Illinois
$74M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$530M
Name Holding Trade Value Shares
Change 		Shares
Change %
KLWA
326
Kelly Lawrence W & Associates
California
$20K +$20K +170 New
Bessemer Group
327
Bessemer Group
New Jersey
$14K -$39.8K -338 -74%
WEC
328
Winslow Evans & Crocker
Massachusetts
$13.5K -$3.2K -28 -19%
DBT
329
Dubuque Bank & Trust
Iowa
$13K – – –
BFEC
330
Benjamin F. Edwards & Company
Missouri
$12K – – –
PCP
331
Proficio Capital Partners
Massachusetts
$12K +$10.4K +92 +657%
VCM
332
Vigilant Capital Management
Maine
$10K +$10K +83 New
TDC
333
Thompson Davis & Co
Virginia
$10K +$10K +89 New
BAM
334
Bruderman Asset Management
New York
$9K – – –
VCM
335
Versant Capital Management
Arizona
$8K – – –
WA
336
WealthTrust-Arizona
Arizona
$8K – – –
MA
337
MUFG Americas
New York
$8K – – –
CFA
338
Carroll Financial Associates
North Carolina
$8K – – –
ACS
339
Archford Capital Strategies
Illinois
$8K +$8K +72 New
SBL
340
Sargent Bickham Lagudis
Colorado
$7K -$4.52K -40 -39%
TWA
341
TCI Wealth Advisors
Arizona
$7K – – –
GWM
342
Geneos Wealth Management
Colorado
$6K – – –
MWP
343
MYCIO Wealth Partners
Pennsylvania
$5K +$5K +46 New
FANJ
344
Financial Architects (New Jersey)
New Jersey
$4K – – –
LNB
345
Ledyard National Bank
$3K – – –
RWG
346
Regal Wealth Group
California
$3K – – –
CHC
347
City Holding Co
West Virginia
$2K – – –
S
348
SignatureFD
Georgia
$2K – – –
WA
349
Winfield Associates
Ohio
$2K – – –
QCG
350
Quadrant Capital Group
Ohio
$2K – – –
12 13
14
15 16