MIDD icon

Middleby
MIDD

Overview Fund Activity

372 hedge funds and large institutions have $7.54B invested in Middleby in 2019 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 101 increasing their positions, 132 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
372
Holders Change
+27
Holders Change %
+7.83%
% of All Funds
8.06%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.22%
New
60
Increased
101
Reduced
132
Closed
31
Calls
$17.5M
Puts
$15.3M
Net Calls
+$2.16M
Net Calls Change
-$6.93M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$96.9M
2
Wells Fargo
Wells Fargo
California
+$64.4M
3
CCI
Columbus Circle Investors
+$37.8M
4
RCWMU
Rothschild & Co Wealth Management (UK)
United Kingdom
+$35.1M
5
KCM
Kingdon Capital Management
New York
+$34.1M

Top Sellers

1
DZ Bank
DZ Bank
Germany
-$141M
2
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$58.3M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$33.1M
4
American Century Companies
American Century Companies
Missouri
-$32.5M
5
Nordea Investment Management
Nordea Investment Management
Sweden
-$28.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
JG
326
Jefferies Group
New York
$13K +$13K +100 New
WCM
327
WealthBridge Capital Management
Ohio
$12K – – –
VFA
328
Valeo Financial Advisors
Indiana
$11K -$647 -5 -6%
BAM
329
Bruderman Asset Management
New York
$10K – – –
AIA
330
Alera Investment Advisors
Illinois
$10K – – –
MIM
331
MetLife Investment Management
New Jersey
$9.75K – – –
NFG
332
Next Financial Group
Texas
$9K -$10.6K -84 -54%
TWA
333
TCI Wealth Advisors
Arizona
$9K – – –
Fifth Third Bancorp
334
Fifth Third Bancorp
Ohio
$9K +$4.81K +39 +115%
NFH
335
NEXT Financial Holdings
Texas
$9K +$9K +71 New
LF
336
Lee Financial
Texas
$8K – – –
VCM
337
Versant Capital Management
Arizona
$8K – – –
SIAS
338
Shine Investment Advisory Services
Colorado
$7K – – –
Rockefeller Capital Management
339
Rockefeller Capital Management
New York
$6K – – –
IAS
340
IMA Advisory Services
Colorado
$6K – – –
CJA
341
C-J Advisory
California
$6K – – –
CCM
342
Covington Capital Management
California
$6K +$6K +44 New
FHA
343
First Horizon Advisors
Tennessee
$5K -$21K -176 -81%
TSW
344
Thompson Siegel & Walmsley
Virginia
$5K – – –
1832 Asset Management
345
1832 Asset Management
Ontario, Canada
$5K – – –
FPFS
346
First Personal Financial Services
North Carolina
$5K – – –
FHA
347
Flagship Harbor Advisors
Massachusetts
$5K – – –
Northwestern Mutual Wealth Management
348
Northwestern Mutual Wealth Management
Wisconsin
$5K – – –
LC
349
Lindbrook Capital
California
$4K -$5.88K -50 -60%
NCM
350
Next Capital Management
New York
$4K – – –
12 13
14
15 16