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Middleby
MIDD

375 hedge funds and large institutions have $9.76B invested in Middleby in 2021 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 118 increasing their positions, 111 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more call options, than puts

Call options by funds: $30.8M | Put options by funds: $14.8M

55% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 40

8% more capital invested

Capital invested by funds: $9.08B → $9.76B (+$688M)

6% more funds holding

Funds holding: 355 → 375 (+20)

2.85% more ownership

Funds ownership: 98.67% → 101.53% (+2.9%)

6% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 111

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

Holders
375
Holders Change
+20
Holders Change %
+5.63%
% of All Funds
6.53%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
62
Increased
118
Reduced
111
Closed
40
Calls
$30.8M
Puts
$14.8M
Net Calls
+$16M
Net Calls Change
+$11.9M

Top Buyers

1
Select Equity Group
Select Equity Group
New York
+$211M
2
Macquarie Group
Macquarie Group
Australia
+$199M
3
Goldman Sachs
Goldman Sachs
New York
+$110M
4
Victory Capital Management
Victory Capital Management
Texas
+$79.6M
5
Invesco
Invesco
Georgia
+$67.8M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$175M
2
EIG
EdgePoint Investment Group
Ontario, Canada
-$86.3M
3
DGI
Disciplined Growth Investors
Minnesota
-$49.8M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$44.4M
5
Capital World Investors
Capital World Investors
California
-$43M
Name Holding Trade Value Shares
Change 		Change in
Stake
RFWA
326
RPg Family Wealth Advisory
Massachusetts
$24.4K +$24K +141 New
AWA
327
Arkadios Wealth Advisors
Georgia
$20K – – –
BW
328
Bison Wealth
Georgia
$20K – – –
PCM
329
Peregrine Capital Management
Minnesota
$19K – – –
First Manhattan
330
First Manhattan
New York
$18K – – –
AIG
331
American International Group
New York
$17.1K -$317K -1,859 -2%
AA
332
Ancora Advisors
Ohio
$17K – – –
SWM
333
Sugarloaf Wealth Management
Georgia
$17K – – –
OSAM
334
O'Shaughnessy Asset Management
Connecticut
$16K +$1.02K +6 +7%
NFG
335
Next Financial Group
Texas
$14K +$1.36K +8 +11%
FPW
336
Flagship Private Wealth
Massachusetts
$13K – – –
HNB
337
Huntington National Bank
Ohio
$13K -$5.45K -32 -30%
IRC
338
Investors Research Corp
Georgia
$12K – – –
CFA
339
Carroll Financial Associates
North Carolina
$10K -$1.88K -11 -15%
WT
340
Whittier Trust
California
$9K – – –
EI
341
Ellevest Inc
New York
$9K +$341 +2 +4%
Schroder Investment Management Group
342
Schroder Investment Management Group
United Kingdom
$8K -$6.82K -40 -47%
IAS
343
IMA Advisory Services
Colorado
$8K – – –
OCM
344
Orion Capital Management
California
$8K – – –
Northwestern Mutual Wealth Management
345
Northwestern Mutual Wealth Management
Wisconsin
$7K – – –
LSA
346
Leonteq Securities AG
Switzerland
$6.24K +$2.04K +12 +50%
ZB
347
Zions Bancorporation
Utah
$6K -$2.9K -17 -33%
HR
348
Howe & Rusling
New York
$6K – – –
VCM
349
Versant Capital Management
Arizona
$6K – – –
EARNEST Partners
350
EARNEST Partners
Georgia
$5K – – –
12 13
14
15 16

MIDD Hedge Fund Activity: Q2 2021 in Review

375 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q2 2021, worth a combined $9.76B — up 7.6% from $9.08B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new MIDD positions and 40 closed out — a net gain of 22 holders — while 118 added to existing stakes and 111 trimmed.

The largest buyer was Select Equity Group, opening a new position worth an estimated $211M. The largest seller was JP Morgan Chase, cutting an estimated $175M.

  • 375 institutional investors held Middleby (MIDD) as of Q2 2021, up from 355 in Q1 2021.
  • Funds reported $9.76B of Middleby stock for Q2 2021, up 7.6% quarter-over-quarter.
  • 62 funds opened new Middleby positions in Q2 2021 and 40 closed out, a net change of +22 holders.
  • The largest Middleby buyer in Q2 2021 was Select Equity Group, an estimated $211M added.
  • The largest Middleby seller in Q2 2021 was JP Morgan Chase, an estimated $175M sold.

Based on aggregated 13F filings for Q2 2021.