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Middleby
MIDD

Overview Fund Activity

365 hedge funds and large institutions have $7.77B invested in Middleby in 2017 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 98 increasing their positions, 137 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
Holders Change
+19
Holders Change %
+5.49%
% of All Funds
8.29%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
60
Increased
98
Reduced
137
Closed
39
Calls
$52M
Puts
$15.7M
Net Calls
+$36.4M
Net Calls Change
+$20.4M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$266M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$294M
3
Citadel Advisors
Citadel Advisors
Florida
$214M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$157M
5
CGI
CI Global Investments
California
$384M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
$0
2
Wellington Management Group
Wellington Management Group
Massachusetts
$395M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$395M
4
Deutsche Bank
Deutsche Bank
Germany
$9.86M
5
BAMCO Inc
BAMCO Inc
New York
$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
326
WealthTrust-Arizona
Arizona
$21K +$21K +153 New
TC
327
Telemus Capital
Michigan
$21K +$21K +154 New
RFWA
328
RPg Family Wealth Advisory
Massachusetts
$19K – – –
GRP
329
Global Retirement Partners
California
$17K – – –
CBOA
330
Commonwealth Bank of Australia
Australia
$13K – – –
BFEC
331
Benjamin F. Edwards & Company
Missouri
$13K – – –
Carson Wealth (CWM LLC)
332
Carson Wealth (CWM LLC)
Nebraska
$13K +$4.29K +32 +49%
RFA
333
Reilly Financial Advisors
California
$12K – – –
WAP
334
Wealthcare Advisory Partners
Pennsylvania
$10K +$10K +75 New
AC
335
Avestar Capital
New York
$10K +$10K +80 New
VCM
336
Versant Capital Management
Arizona
$9K – – –
LF
337
Lee Financial
Texas
$8K -$5.81K -45 -42%
CFA
338
Carroll Financial Associates
North Carolina
$8K – – –
TWA
339
TCI Wealth Advisors
Arizona
$8K – – –
GWM
340
Geneos Wealth Management
Colorado
$8K – – –
BTIS
341
BB&T Investment Services
North Carolina
$8K +$1.07K +8 +15%
SBL
342
Sargent Bickham Lagudis
Colorado
$7K – – –
VFA
343
Valeo Financial Advisors
Indiana
$7K +$5.55K +42 +382%
CJA
344
C-J Advisory
California
$7K +$7K +49 New
FBT
345
First Bank & Trust
South Dakota
$6K – – –
FANJ
346
Financial Architects (New Jersey)
New Jersey
$5K -$278 -2 -5%
LA
347
Legacy Advisors
Pennsylvania
$5K +$5K +44 New
CTA
348
Carillon Tower Advisers
Florida
$4.04K +$4.04K +29,917 New
TRCT
349
Tower Research Capital (TRC)
New York
$4K -$303K -2,123 -99%
GI
350
Gradient Investments
Minnesota
$4K +$4K +26 New
12 13
14
15 16