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Middleby
MIDD

Overview Fund Activity

361 hedge funds and large institutions have $7.66B invested in Middleby in 2018 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 104 increasing their positions, 121 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
+22
Holders Change %
+6.49%
% of All Funds
8.27%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
57
Increased
104
Reduced
121
Closed
32
Calls
$17.3M
Puts
$18.7M
Net Calls
-$1.41M
Net Calls Change
+$2.9M

Top Buyers

1
DZ Bank
1
DZ Bank
Germany
$145M
2
RCWMU
2
Rothschild & Co Wealth Management (UK)
United Kingdom
$117M
3
BCM
3
Bares Capital Management
Texas
$252M
4
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$405M
5
MRCP
5
Manor Road Capital Partners
New York
$35.6M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$45.1M
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$311M
3
Wells Fargo
3
Wells Fargo
California
$41.9M
4
Goldman Sachs
4
Goldman Sachs
New York
$202M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$310M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
326
Valeo Financial Advisors
Indiana
$10K +$2.22K +20 +29%
MIM
327
MetLife Investment Management
New Jersey
$9.83K +$9.83K +76 New
WSTAM
328
Wilbanks Smith & Thomas Asset Management
Virginia
$9K +$9K +67 New
LF
329
Lee Financial
Texas
$8K – – –
CFA
330
Carroll Financial Associates
North Carolina
$8K – – –
VCM
331
Versant Capital Management
Arizona
$8K – – –
PCP
332
Proficio Capital Partners
Massachusetts
$8K +$1.11K +9 +16%
SIAS
333
Shine Investment Advisory Services
Colorado
$7K – – –
Rockefeller Capital Management
334
Rockefeller Capital Management
New York
$6K – – –
IAS
335
IMA Advisory Services
Colorado
$6K – – –
EWM
336
Endurance Wealth Management
Rhode Island
$6K – – –
CJA
337
C-J Advisory
California
$6K – – –
LA
338
Legacy Advisors
Pennsylvania
$6K +$6K +44 New
FHA
339
Flagship Harbor Advisors
Massachusetts
$5K -$23.8K -200 -83%
FPFS
340
First Personal Financial Services
North Carolina
$5K – – –
1832 Asset Management
341
1832 Asset Management
Ontario, Canada
$5K – – –
TSW
342
Thompson Siegel & Walmsley
Virginia
$5K – – –
S
343
SignatureFD
Georgia
$4K – – –
SBL
344
Sargent Bickham Lagudis
Colorado
$3K – – –
EARNEST Partners
345
EARNEST Partners
Georgia
$3K – – –
QCG
346
Quadrant Capital Group
Ohio
$3K – – –
CCM
347
Cribstone Capital Management
Maine
$3K – – –
GWM
348
Geneos Wealth Management
Colorado
$3K – – –
APP
349
Avantax Planning Partners
Iowa
$3K +$3K +24 New
HWA
350
Heritage Wealth Advisors
Virginia
$3K +$3K +24 New
12 13
14
15 16