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Middleby
MIDD

377 hedge funds and large institutions have $10.8B invested in Middleby in 2021 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 125 increasing their positions, 107 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

46% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 41

17% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 107

14% more capital invested

Capital invested by funds: $9.44B → $10.8B (+$1.34B)

4% more funds holding

Funds holding: 364 → 377 (+13)

2% more call options, than puts

Call options by funds: $34.7M | Put options by funds: $34M

4.27% less ownership

Funds ownership: 103.06% → 98.8% (-4.3%)

Holders
377
Holders Change
+13
Holders Change %
+3.57%
% of All Funds
5.8%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
60
Increased
125
Reduced
107
Closed
41
Calls
$34.7M
Puts
$34M
Net Calls
+$671K
Net Calls Change
+$11.6M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$115M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$85.1M
3
Goldman Sachs
Goldman Sachs
New York
+$57.2M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$32.5M
5
SP
Sarasin & Partners
United Kingdom
+$32.2M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$125M
2
EIG
EdgePoint Investment Group
Ontario, Canada
-$83.5M
3
DGI
Disciplined Growth Investors
Minnesota
-$49.9M
4
Select Equity Group
Select Equity Group
New York
-$42.9M
5
Victory Capital Management
Victory Capital Management
Texas
-$41.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
NIPH
326
NN Investment Partners Holdings
Netherlands
$17K – – –
PP
327
PFS Partners
New Jersey
$16.7K +$15.5K +85 New
MA
328
MUFG Americas
New York
$16K – – –
HNB
329
Huntington National Bank
Ohio
$15K – – –
Schroder Investment Management Group
330
Schroder Investment Management Group
United Kingdom
$15K +$5.84K +32 +71%
KFP
331
KB Financial Partners
New Jersey
$15K +$13.7K +75 New
TWC
332
TD Waterhouse Canada
Ontario, Canada
$14.5K +$13.3K +73 New
IRC
333
Investors Research Corp
Georgia
$14K – – –
SIC
334
Salem Investment Counselors
North Carolina
$14K – – –
Manulife (Manufacturers Life Insurance)
335
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.4K -$233K -1,277 -2%
EI
336
Ellevest Inc
New York
$12K -$182 -1 -2%
CFA
337
Carroll Financial Associates
North Carolina
$11K -$182 -1 -2%
WT
338
Whittier Trust
California
$10K – – –
FFWM
339
Future Financial Wealth Management
Ohio
$10K +$9.12K +50 New
BLC
340
Brown, Lisle/Cummings
Rhode Island
$9.84K +$9.12K +50 New
IAS
341
IMA Advisory Services
Colorado
$9K – – –
OCM
342
Orion Capital Management
California
$9K – – –
Northwestern Mutual Wealth Management
343
Northwestern Mutual Wealth Management
Wisconsin
$8K – – –
CA
344
Cornerstone Advisory
Maryland
$8K +$7.3K +40 New
JWBC
345
John W. Brooker & Co
California
$8K +$7.3K +40 New
ZB
346
Zions Bancorporation
Utah
$7K -$182 -1 -3%
BIA
347
Bell Investment Advisors
California
$7K +$547 +3 +9%
C
348
Covestor
United Kingdom
$7K +$6.39K +35 New
HR
349
Howe & Rusling
New York
$6K – – –
VCM
350
Versant Capital Management
Arizona
$6K – – –
12 13
14
15 16

MIDD Hedge Fund Activity: Q4 2021 in Review

377 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q4 2021, worth a combined $10.8B — up 14% from $9.44B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new MIDD positions and 41 closed out — a net gain of 19 holders — while 125 added to existing stakes and 107 trimmed.

The largest buyer was Boston Partners, adding an estimated $115M. The largest seller was Citadel Advisors, cutting an estimated $125M.

  • 377 institutional investors held Middleby (MIDD) as of Q4 2021, up from 364 in Q3 2021.
  • Funds reported $10.8B of Middleby stock for Q4 2021, up 14% quarter-over-quarter.
  • 60 funds opened new Middleby positions in Q4 2021 and 41 closed out, a net change of +19 holders.
  • The largest Middleby buyer in Q4 2021 was Boston Partners, an estimated $115M added.
  • The largest Middleby seller in Q4 2021 was Citadel Advisors, an estimated $125M sold.

Based on aggregated 13F filings for Q4 2021.