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Middleby
MIDD

Overview Fund Activity

374 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, 124 increasing their positions, 106 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
+13
Holders Change %
+3.6%
% of All Funds
5.78%
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
124
Reduced
106
Closed
41
Calls
$34.7M
Puts
$34M
Net Calls
+$671K
Net Calls Change
+$11.6M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$125M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$291M
3
Goldman Sachs
3
Goldman Sachs
New York
$341M
4
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$38.2M
5
SP
5
Sarasin & Partners
United Kingdom
$341M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$76.3M
2
EIG
2
EdgePoint Investment Group
Ontario, Canada
$497M
3
DGI
3
Disciplined Growth Investors
Minnesota
$16.6M
4
Select Equity Group
4
Select Equity Group
New York
$70.8M
5
Victory Capital Management
5
Victory Capital Management
Texas
$432M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
326
Huntington National Bank
Ohio
$15K – – –
Schroder Investment Management Group
327
Schroder Investment Management Group
United Kingdom
$15K +$6.23K +32 +71%
KFP
328
KB Financial Partners
New Jersey
$15K +$15K +75 New
TWC
329
TD Waterhouse Canada
Ontario, Canada
$14.5K +$14.5K +73 New
IRC
330
Investors Research Corp
Georgia
$14K – – –
SIC
331
Salem Investment Counselors
North Carolina
$14K – – –
Manulife (Manufacturers Life Insurance)
332
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.4K -$251 -1,277 -2%
EI
333
Ellevest Inc
New York
$12K -$203 -1 -2%
CFA
334
Carroll Financial Associates
North Carolina
$11K -$180 -1 -2%
WT
335
Whittier Trust
California
$10K – – –
FFWM
336
Future Financial Wealth Management
Ohio
$10K +$10K +50 New
BLC
337
Brown, Lisle/Cummings
Rhode Island
$9.84K +$9.84K +50 New
IAS
338
IMA Advisory Services
Colorado
$9K – – –
OCM
339
Orion Capital Management
California
$9K – – –
Northwestern Mutual Wealth Management
340
Northwestern Mutual Wealth Management
Wisconsin
$8K – – –
CA
341
Cornerstone Advisory
Maryland
$8K +$8K +40 New
JWBC
342
John W. Brooker & Co
California
$8K +$8K +40 New
ZB
343
Zions Bancorporation
Utah
$7K -$206 -1 -3%
BIA
344
Bell Investment Advisors
California
$7K +$553 +3 +9%
C
345
Covestor
United Kingdom
$7K +$7K +35 New
VCM
346
Versant Capital Management
Arizona
$6K – – –
HR
347
Howe & Rusling
New York
$6K – – –
FRA
348
Front Row Advisors
California
$6K +$6K +29 New
TFM
349
TFC Financial Management
Massachusetts
$5K – – –
GAM
350
Gemmer Asset Management
California
$5K – – –
12 13
14
15 16