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Middleby
MIDD

355 hedge funds and large institutions have $9.08B invested in Middleby in 2021 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 103 increasing their positions, 116 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 4 → 7 (+3)

68% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 40

46% more call options, than puts

Call options by funds: $13.1M | Put options by funds: $8.97M

18% more capital invested

Capital invested by funds: $7.68B → $9.08B (+$1.4B)

7% more funds holding

Funds holding: 333 → 355 (+22)

8.48% less ownership

Funds ownership: 107.15% → 98.67% (-8.5%)

11% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 116

Holders
355
Holders Change
+22
Holders Change %
+6.61%
% of All Funds
6.23%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.12%
New
67
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
+$425M
2
Victory Capital Management
Victory Capital Management
Texas
+$241M
3
Bank of America
Bank of America
North Carolina
+$82.9M
4
SP
Sarasin & Partners
United Kingdom
+$75.5M
5
Citadel Advisors
Citadel Advisors
Florida
+$72M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$529M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$313M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$194M
4
EIG
EdgePoint Investment Group
Ontario, Canada
-$137M
5
N
Natixis
France
-$94.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
326
Parallel Advisors
California
$7K +$3.09K +21 +111%
HFS
327
Hantz Financial Services
Michigan
$5K -$2.35K -16 -33%
HR
328
Howe & Rusling
New York
$5K – – –
VCM
329
Versant Capital Management
Arizona
$5K – – –
MPWT
330
MassMutual Private Wealth & Trust
Connecticut
$5K +$4.27K +29 New
BCA
331
Berman Capital Advisors
Georgia
$4K – – –
EARNEST Partners
332
EARNEST Partners
Georgia
$4K – – –
FF
333
FourThought Financial
Florida
$4K – – –
GAM
334
Gemmer Asset Management
California
$4K – – –
SBL
335
Sargent Bickham Lagudis
Colorado
$4K – – –
TFO
336
Tarbox Family Office
California
$4K – – –
TFM
337
TFC Financial Management
Massachusetts
$4K – – –
AssetMark Inc
338
AssetMark Inc
California
$4K +$294 +2 +8%
MAM
339
Meeder Asset Management
Ohio
$4K +$1.18K +8 +57%
HI
340
Harbour Investments
Wisconsin
$4K +$3.39K +23 New
WP
341
WealthShield Partners
North Carolina
$4K +$3.68K +25 New
LSA
342
Leonteq Securities AG
Switzerland
$3.98K +$3.53K +24 New
AIC
343
Ameritas Investment Company
Nebraska
$3.65K +$3.24K +22 New
FPS
344
Fieldpoint Private Securities
Connecticut
$2K – – –
GKIM
345
GW&K Investment Management
Massachusetts
$2K – – –
PWMG
346
Prestige Wealth Management Group
New Jersey
$2K – – –
SSB
347
Sandy Spring Bank
Maryland
$2K – – –
S
348
SignatureFD
Georgia
$2K – – –
SWM
349
Spire Wealth Management
Virginia
$2K +$2.21K +15 New
BWM
350
Baystate Wealth Management
Massachusetts
$1K +$589 +4 New
12 13
14
15 16

MIDD Hedge Fund Activity: Q1 2021 in Review

355 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q1 2021, worth a combined $9.08B — up 18% from $7.68B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new MIDD positions and 40 closed out — a net gain of 27 holders — while 103 added to existing stakes and 116 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $425M. The largest seller was Goldman Sachs, cutting an estimated $529M.

  • 355 institutional investors held Middleby (MIDD) as of Q1 2021, up from 333 in Q4 2020.
  • Funds reported $9.08B of Middleby stock for Q1 2021, up 18% quarter-over-quarter.
  • 67 funds opened new Middleby positions in Q1 2021 and 40 closed out, a net change of +27 holders.
  • The largest Middleby buyer in Q1 2021 was Wellington Management Group, an estimated $425M added.
  • The largest Middleby seller in Q1 2021 was Goldman Sachs, an estimated $529M sold.

Based on aggregated 13F filings for Q1 2021.