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Middleby
MIDD

Overview Fund Activity

352 hedge funds and large institutions have $9.07B invested in Middleby in 2021 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 103 increasing their positions, 116 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
+21
Holders Change %
+6.34%
% of All Funds
6.2%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.12%
New
66
Increased
103
Reduced
116
Closed
40
Calls
$13.1M
Puts
$8.97M
Net Calls
+$4.14M
Net Calls Change
-$64.4M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$765M
2
Victory Capital Management
Victory Capital Management
Texas
$283M
3
Bank of America
Bank of America
North Carolina
$130M
4
SP
Sarasin & Partners
United Kingdom
$301M
5
Citadel Advisors
Citadel Advisors
Florida
$106M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$73.6M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$72.4M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$1.28M
4
EIG
EdgePoint Investment Group
Ontario, Canada
$638M
5
N
Natixis
France
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HR
326
Howe & Rusling
New York
$5K – – –
VCM
327
Versant Capital Management
Arizona
$5K – – –
MPWT
328
MassMutual Private Wealth & Trust
Connecticut
$5K +$5K +29 New
TFM
329
TFC Financial Management
Massachusetts
$4K – – –
TFO
330
Tarbox Family Office
California
$4K – – –
GAM
331
Gemmer Asset Management
California
$4K – – –
SBL
332
Sargent Bickham Lagudis
Colorado
$4K – – –
BCA
333
Berman Capital Advisors
Georgia
$4K – – –
FF
334
FourThought Financial
Florida
$4K – – –
EARNEST Partners
335
EARNEST Partners
Georgia
$4K – – –
AssetMark Inc
336
AssetMark Inc
California
$4K +$296 +2 +8%
MAM
337
Meeder Asset Management
Ohio
$4K +$1.46K +8 +57%
HI
338
Harbour Investments
Wisconsin
$4K +$4K +23 New
WP
339
WealthShield Partners
North Carolina
$4K +$4K +25 New
AIC
340
Ameritas Investment Company
Nebraska
$3.65K +$3.65K +22 New
S
341
SignatureFD
Georgia
$2K – – –
GKIM
342
GW&K Investment Management
Massachusetts
$2K – – –
SSB
343
Sandy Spring Bank
Maryland
$2K – – –
FPS
344
Fieldpoint Private Securities
Connecticut
$2K – – –
PWMG
345
Prestige Wealth Management Group
New Jersey
$2K – – –
SWM
346
Spire Wealth Management
Virginia
$2K +$2K +15 New
BWM
347
Baystate Wealth Management
Massachusetts
$1K +$1K +4 New
EFSCE
348
Enterprise Financial Services Corp (EFSC)
Missouri
$1K +$1K +6 New
FHC
349
First Horizon Corporation
Tennessee
$1K +$1K +9 New
Nisa Investment Advisors
350
Nisa Investment Advisors
Missouri
$598 +$331 +2,000 +124%
12 13
14
15 16