Middleby
MIDD
320 hedge funds and large institutions have $5.93B invested in Middleby in 2016 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 99 increasing their positions, 130 reducing their positions, and 39 closing their positions.
13% more call options, than puts
Call options by funds: $17.9M | Put options by funds: $15.8M
0% less capital invested
Capital invested by funds: $5.95B → $5.93B (-$18.8M)
8% less first-time investments, than exits
New positions opened: 36 | Existing positions closed: 39
2% less funds holding
Funds holding: 325 → 320 (-5)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
24% less repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 130
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$199M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$55.8M |
| 3 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$42.4M |
| 4 |
ACM
Alta Capital Management
Salt Lake City,
Utah
|
+$35.7M |
| 5 |
Renaissance Technologies
New York
|
+$24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAMCO Inc
New York
|
-$59.8M |
| 2 |
CM
Castleark Management
Chicago,
Illinois
|
-$44.4M |
| 3 |
Westfield Capital Management
Boston,
Massachusetts
|
-$39.1M |
| 4 |
O
OppenheimerFunds
New York
|
-$35.7M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$29.7M |
MIDD Hedge Fund Activity: Q1 2016 in Review
320 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q1 2016, worth a combined $5.93B — down 0.32% from $5.95B a quarter earlier.
Sellers outnumbered buyers: 39 funds closed out of MIDD and 36 opened new positions — a net loss of 3 holders — while 130 trimmed existing stakes and 99 added.
The largest buyer was Wellington Management Group, adding an estimated $199M. The largest seller was BAMCO Inc, cutting an estimated $59.8M.
- 320 institutional investors held Middleby (MIDD) as of Q1 2016, down from 325 in Q4 2015.
- Funds reported $5.93B of Middleby stock for Q1 2016, down 0.32% quarter-over-quarter.
- 36 funds opened new Middleby positions in Q1 2016 and 39 closed out, a net change of -3 holders.
- The largest Middleby buyer in Q1 2016 was Wellington Management Group, an estimated $199M added.
- The largest Middleby seller in Q1 2016 was BAMCO Inc, an estimated $59.8M sold.
Based on aggregated 13F filings for Q1 2016.