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Middleby

383 hedge funds and large institutions have $7.19B invested in Middleby in 2016 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 121 increasing their positions, 128 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,638% more call options, than puts

Call options by funds: $214M | Put options by funds: $5.73M

97% more ownership

Funds ownership: 0%97% (+97%)

61% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 44

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

7% more capital invested

Capital invested by funds: $6.69B → $7.19B (+$497M)

6% more funds holding

Funds holding: 360383 (+23)

5% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 128

Holders
383
Holders Change
+23
Holders Change %
+6.39%
% of All Funds
9.57%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.28%
New
71
Increased
121
Reduced
128
Closed
44
Calls
$214M
Puts
$5.73M
Net Calls
+$208M
Net Calls Change
+$195M
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
326
Fifth Third Bancorp
Ohio
$74K -$109K -863 -60%
AIC
327
Ayalon Insurance Company
Israel
$64K
Nisa Investment Advisors
328
Nisa Investment Advisors
Missouri
$64K
Toronto Dominion Bank
329
Toronto Dominion Bank
Ontario, Canada
$64K +$62.8K +499 New
WTB
330
Washington Trust Bank
Washington
$59K -$7.17K -57 -11%
HNB
331
Huntington National Bank
Ohio
$56K
NIPH
332
NN Investment Partners Holdings
Netherlands
$52K +$50.3K +400 New
CAW
333
Cornerstone Advisors (Washington)
Washington
$46K -$503 -4 -1%
WTC
334
WhitTier Trust Company
Nevada
$42K +$6.42K +51 +18%
LCM
335
Liberty Capital Management
Michigan
$40K
TSW
336
Thompson Siegel & Walmsley
Virginia
$40K
PRS
337
Pinkerton Retirement Specialists
Idaho
$40K +$503 +4 +1%
SIM
338
Sonora Investment Management
Arizona
$38.6K
TF
339
Tompkins Financial
New York
$38K
FPFS
340
First Personal Financial Services
North Carolina
$38K +$3.4K +27 +10%
MPWT
341
MassMutual Private Wealth & Trust
Connecticut
$36.1K +$35.2K +280 New
PMFA
342
Plante Moran Financial Advisors
Michigan
$35K +$1.13K +9 +3%
DBT
343
Dubuque Bank & Trust
Iowa
$34K +$18.8K +149 +131%
SSB
344
Sandy Spring Bank
Maryland
$33K
VIA
345
Vantage Investment Advisors
Pennsylvania
$32K
TCOV
346
Trust Company of Vermont
Vermont
$28K
SPIA
347
Steward Partners Investment Advisory
New York
$27K +$26.8K +213 New
IWM
348
IHT Wealth Management
Illinois
$23K +$22.9K +182 New
WEC
349
Winslow Evans & Crocker
Massachusetts
$21K +$6.04K +48 +41%
BIG
350
Bellwether Investment Group
Tennessee
$19K +$18.1K +144 New

MIDD Hedge Fund Activity: Q4 2016 in Review

383 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q4 2016, worth a combined $7.19B — up 7.4% from $6.69B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new MIDD positions and 44 closed out — a net gain of 27 holders — while 121 added to existing stakes and 128 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $104M. The largest seller was Sculptor Capital, cutting an estimated $90M.

  • 383 institutional investors held Middleby (MIDD) as of Q4 2016, up from 360 in Q3 2016.
  • Funds reported $7.19B of Middleby stock for Q4 2016, up 7.4% quarter-over-quarter.
  • 71 funds opened new Middleby positions in Q4 2016 and 44 closed out, a net change of +27 holders.
  • The largest Middleby buyer in Q4 2016 was Wellington Management Group, an estimated $104M added.
  • The largest Middleby seller in Q4 2016 was Sculptor Capital, an estimated $90M sold.

Based on aggregated 13F filings for Q4 2016.