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Middleby

349 hedge funds and large institutions have $6.41B invested in Middleby in 2019 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 113 increasing their positions, 126 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more call options, than puts

Call options by funds: $42.1M | Put options by funds: $12.3M

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1.23% less ownership

Funds ownership: 99.81%98.59% (-1.2%)

9% less funds holding

Funds holding: 383349 (-34)

10% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 126

15% less capital invested

Capital invested by funds: $7.53B → $6.41B (-$1.11B)

48% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 71

Holders
349
Holders Change
-34
Holders Change %
-8.88%
% of All Funds
7.65%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
37
Increased
113
Reduced
126
Closed
71
Calls
$42.1M
Puts
$12.3M
Net Calls
+$29.8M
Net Calls Change
+$35.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
326
First Horizon Advisors
Tennessee
$4K
FHA
327
Flagship Harbor Advisors
Massachusetts
$4K
NCM
328
Next Capital Management
New York
$4K
S
329
SignatureFD
Georgia
$4K
VCM
330
Versant Capital Management
Arizona
$4K
FRA
331
Front Row Advisors
California
$4K +$1.35K +11 +55%
EW
332
Evoke Wealth
California
$3.04K +$3.19K +26 New
NFG
333
Next Financial Group
Texas
$3K -$15.9K -130 -82%
SBL
334
Sargent Bickham Lagudis
Colorado
$3K -$11K -90 -78%
AssetMark Inc
335
AssetMark Inc
California
$3K
EARNEST Partners
336
EARNEST Partners
Georgia
$3K
TFO
337
Tarbox Family Office
California
$3K
AF
338
Allworth Financial
California
$2K
GT
339
Glenmede Trust
Pennsylvania
$1.31K
RIA
340
Realta Investment Advisors
Delaware
$1K -$4.29K -35 -74%
CFG
341
Citizens Financial Group
Rhode Island
$1K
FMTCOCP
342
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1K
LWM
343
Liberty Wealth Management
California
$1K
PRC
344
Pearl River Capital
Michigan
$1K +$613 +5 New
IA
345
IFP Advisors
Florida
$1K +$1.35K +11 New
EC
346
Eminence Capital
New York
-$173M -1,274,325 Closed
CCI
347
Columbus Circle Investors
-$37.6M -277,431 Closed
KCM
348
Kingdon Capital Management
New York
-$20.7M -152,259 Closed
American Century Companies
349
American Century Companies
Missouri
-$18.1M -133,072 Closed
CM
350
Castleark Management
Illinois
-$13.9M -102,155 Closed

MIDD Hedge Fund Activity: Q3 2019 in Review

349 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q3 2019, worth a combined $6.41B — down 15% from $7.53B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of MIDD and 37 opened new positions — a net loss of 34 holders — while 126 trimmed existing stakes and 113 added.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $137M. The largest seller was Eminence Capital, exiting entirely with an estimated $173M sold.

  • 349 institutional investors held Middleby (MIDD) as of Q3 2019, down from 383 in Q2 2019.
  • Funds reported $6.41B of Middleby stock for Q3 2019, down 15% quarter-over-quarter.
  • 37 funds opened new Middleby positions in Q3 2019 and 71 closed out, a net change of -34 holders.
  • The largest Middleby buyer in Q3 2019 was Viking Global Investors, an estimated $137M added.
  • The largest Middleby seller in Q3 2019 was Eminence Capital, an estimated $173M sold.

Based on aggregated 13F filings for Q3 2019.