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Middleby
MIDD

Overview Fund Activity

385 hedge funds and large institutions have $5.89B invested in Middleby in 2019 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 117 increasing their positions, 123 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
+36
Holders Change %
+10.32%
% of All Funds
7.6%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
75
Increased
117
Reduced
123
Closed
29
Calls
$8.65M
Puts
$21.6M
Net Calls
-$13M
Net Calls Change
-$42.7M

Top Buyers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$203M
2
Capital World Investors
2
Capital World Investors
California
$176M
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$368M
4
Morgan Stanley
4
Morgan Stanley
New York
$22.5M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$257M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$444M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$9.57M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$11M
4
IM
4
Islet Management
New York
$3.83M
5
Victory Capital Management
5
Victory Capital Management
Texas
$4.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
326
Advisory Services Network
Georgia
$21K -$107K -1,015 -84%
TPWA
327
TRUE Private Wealth Advisors
Oregon
$20K +$20K +183 New
BCWM
328
Bartlett & Co Wealth Management
Ohio
$18.3K – – –
SFS
329
Sowell Financial Services
Arkansas
$18K -$108 -1 -0.6%
PA
330
Parallel Advisors
California
$17K -$675 -6 -4%
WTC
331
WhitTier Trust Company
Nevada
$16K – – –
CIA
332
CSat Investment Advisory
Michigan
$16K +$1.99K +18 +14%
RFWA
333
RPg Family Wealth Advisory
Massachusetts
$15.4K – – –
SF
334
Synovus Financial
Georgia
$14K +$1.24K +12 +10%
OPS
335
Orion Portfolio Solutions
Nebraska
$14K +$14K +129 New
EWM
336
EPG Wealth Management
Georgia
$13K +$13K +120 New
CFB
337
Cullen/Frost Bankers
Texas
$12K – – –
PCM
338
Peregrine Capital Management
Minnesota
$12K – – –
TCOV
339
Trust Company of Vermont
Vermont
$12K – – –
LWA
340
Lenox Wealth Advisors
New York
$11K -$7.93K -75 -42%
SWM
341
Sugarloaf Wealth Management
Georgia
$11K +$11K +96 New
CFGS
342
Concourse Financial Group Securities
Alabama
$9K -$28K -264 -76%
GRP
343
Global Retirement Partners
California
$9K -$2.81K -25 -24%
LF
344
Lee Financial
Texas
$9K – – –
MAM
345
Meeder Asset Management
Ohio
$9K – – –
EI
346
Ellevest Inc
New York
$9K +$9K +82 New
SAM
347
S.A. Mason
Michigan
$9K +$9K +85 New
CFA
348
Carroll Financial Associates
North Carolina
$8K -$324 -3 -4%
WAP
349
Wealthcare Advisory Partners
Pennsylvania
$8K – – –
IRC
350
Investors Research Corp
Georgia
$8K – – –
12 13
14
15 16