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Middleby
MIDD

331 hedge funds and large institutions have $7.12B invested in Middleby in 2022 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 93 increasing their positions, 124 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

33% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 36

2% more funds holding

Funds holding: 325 → 331 (+6)

3% more capital invested

Capital invested by funds: $6.93B → $7.12B (+$192M)

1.28% less ownership

Funds ownership: 101.26% → 99.99% (-1.3%)

25% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 124

76% less call options, than puts

Call options by funds: $19.6M | Put options by funds: $80.5M

Holders
331
Holders Change
+6
Holders Change %
+1.85%
% of All Funds
5.32%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
48
Increased
93
Reduced
124
Closed
36
Calls
$19.6M
Puts
$80.5M
Net Calls
-$60.9M
Net Calls Change
-$67.4M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$83.8M
2
Select Equity Group
Select Equity Group
New York
+$73.8M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$55.4M
4
Citadel Advisors
Citadel Advisors
Florida
+$50M
5
JP Morgan Chase
JP Morgan Chase
New York
+$38.7M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$109M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$73.8M
3
ACH
ArrowMark Colorado Holdings
Colorado
-$70.4M
4
EIG
EdgePoint Investment Group
Ontario, Canada
-$34.5M
5
EIP
Epoch Investment Partners
New York
-$31.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
326
Sutton Wealth Advisors
Florida
$402 -$272 -2 -40%
TWA
327
TCI Wealth Advisors
Arizona
$402 -$136 -1 -25%
FGAM
328
Financial Gravity Asset Management
Texas
$396 +$18.2K +134 New
TWD
329
True Wealth Design
Ohio
$134 +$136 +1 New
IP
330
Interval Partners
New York
– -$7.58M -59,175 Closed
JGC
331
J. Goldman & Co
New York
– -$7.27M -56,732 Closed
DCP
332
Distillate Capital Partners
Illinois
– -$5.86M -45,251 Closed
HSBC Holdings
333
HSBC Holdings
United Kingdom
– -$2.71M -20,738 Closed
HF
334
HRT Financial
New York
– -$1.68M -13,100 Closed
Renaissance Technologies
335
Renaissance Technologies
New York
– -$1.55M -12,100 Closed
Cambridge Investment Research Advisors
336
Cambridge Investment Research Advisors
Iowa
– -$1.45M -11,280 Closed
ACM
337
Aquatic Capital Management
Illinois
– -$923K -7,200 Closed
ACM
338
AlphaCrest Capital Management
New York
– -$809K -6,313 Closed
BA
339
Bridgewater Associates
Connecticut
– -$755K -5,888 Closed
CF
340
CNA Financial
Illinois
– -$654K -5,100 Closed
CANY
341
Caxton Associates (New York)
New York
– -$461K -3,600 Closed
LOAME
342
Lombard Odier Asset Management (Europe)
United Kingdom
– -$405K -3,162 Closed
VF
343
Virtu Financial
New York
– -$360K -2,809 Closed
Wolverine Trading
344
Wolverine Trading
Illinois
– -$365K -2,678 Closed
BMSSC
345
B. Metzler seel. Sohn & Co
Germany
– -$338K -2,634 Closed
BCM
346
Bayesian Capital Management
New York
– -$317K -2,472 Closed
GSC
347
Ground Swell Capital
South Carolina
– -$294K -2,294 Closed
TD Asset Management
348
TD Asset Management
Ontario, Canada
– -$298K -2,288 Closed
DC
349
Diametric Capital
Massachusetts
– -$285K -2,224 Closed
CIBC Asset Management
350
CIBC Asset Management
Ontario, Canada
– -$279K -2,176 Closed
11 12 13
14
15

MIDD Hedge Fund Activity: Q4 2022 in Review

331 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q4 2022, worth a combined $7.12B — up 2.8% from $6.93B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new MIDD positions and 36 closed out — a net gain of 12 holders — while 93 added to existing stakes and 124 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $83.8M. The largest seller was Goldman Sachs, cutting an estimated $109M.

  • 331 institutional investors held Middleby (MIDD) as of Q4 2022, up from 325 in Q3 2022.
  • Funds reported $7.12B of Middleby stock for Q4 2022, up 2.8% quarter-over-quarter.
  • 48 funds opened new Middleby positions in Q4 2022 and 36 closed out, a net change of +12 holders.
  • The largest Middleby buyer in Q4 2022 was Morgan Stanley, an estimated $83.8M added.
  • The largest Middleby seller in Q4 2022 was Goldman Sachs, an estimated $109M sold.

Based on aggregated 13F filings for Q4 2022.