We are live on ! Find out more
MIDD icon

Middleby

366 hedge funds and large institutions have $7.77B invested in Middleby in 2017 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 98 increasing their positions, 137 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more call options, than puts

Call options by funds: $52M | Put options by funds: $15.7M

56% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 39

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

9% more capital invested

Capital invested by funds: $7.15B → $7.77B (+$623M)

6.19% more ownership

Funds ownership: 96.89%103.08% (+6.2%)

6% more funds holding

Funds holding: 346366 (+20)

28% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 137

Holders
366
Holders Change
+20
Holders Change %
+5.78%
% of All Funds
8.3%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
61
Increased
98
Reduced
137
Closed
39
Calls
$52M
Puts
$15.7M
Net Calls
+$36.4M
Net Calls Change
+$20.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PCP
326
Proficio Capital Partners
Massachusetts
$21K +$12.6K +103 +198%
WA
327
WealthTrust-Arizona
Arizona
$21K +$18.7K +153 New
TC
328
Telemus Capital
Michigan
$21K +$18.8K +154 New
RFWA
329
RPg Family Wealth Advisory
Massachusetts
$19K
GRP
330
Global Retirement Partners
California
$17K
BFEC
331
Benjamin F. Edwards & Company
Missouri
$13K
CBOA
332
Commonwealth Bank of Australia
Australia
$13K
Carson Wealth (CWM LLC)
333
Carson Wealth (CWM LLC)
Nebraska
$13K +$3.92K +32 +49%
RFA
334
Reilly Financial Advisors
California
$12K
WAP
335
Wealthcare Advisory Partners
Pennsylvania
$10K +$9.18K +75 New
AC
336
Avestar Capital
New York
$10K +$9.79K +80 New
VCM
337
Versant Capital Management
Arizona
$9K
LF
338
Lee Financial
Texas
$8K -$5.51K -45 -42%
CFA
339
Carroll Financial Associates
North Carolina
$8K
GWM
340
Geneos Wealth Management
Colorado
$8K
TWA
341
TCI Wealth Advisors
Arizona
$8K
BTIS
342
BB&T Investment Services
North Carolina
$8K +$979 +8 +15%
SBL
343
Sargent Bickham Lagudis
Colorado
$7K
VFA
344
Valeo Financial Advisors
Indiana
$7K +$5.14K +42 +382%
CJA
345
C-J Advisory
California
$7K +$6K +49 New
FBT
346
First Bank & Trust
South Dakota
$6K
FANJ
347
Financial Architects (New Jersey)
New Jersey
$5K -$245 -2 -5%
LA
348
Legacy Advisors
Pennsylvania
$5K +$5.38K +44 New
CTA
349
Carillon Tower Advisers
Florida
$4.04K +$3.66M +29,917 New
TRCT
350
Tower Research Capital (TRC)
New York
$4K -$260K -2,123 -99%