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Middleby
MIDD

Overview Fund Activity

403 hedge funds and large institutions have $7.48B invested in Middleby in 2017 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 125 increasing their positions, 155 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
+20
Holders Change %
+5.22%
% of All Funds
10.05%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.22%
New
52
Increased
125
Reduced
155
Closed
23
Calls
$20.3M
Puts
$9.44M
Net Calls
+$10.9M
Net Calls Change
-$197M

Top Buyers

1
BlackRock
1
BlackRock
New York
$359M
2
CGI
2
CI Global Investments
California
$182M
3
FAM
3
Fred Alger Management
New York
$40.7M
4
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$284M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$612M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$580M
2
BAMCO Inc
2
BAMCO Inc
New York
$188M
3
Goldman Sachs
3
Goldman Sachs
New York
$322M
4
KI
4
Kalmar Investments
Delaware
$6.61M
5
UBS AM
5
UBS AM
Illinois
$29M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
351
Liberty Capital Management
Michigan
$41K – – –
PWM
352
Perigon Wealth Management
California
$41K +$41K +300 New
SIM
353
Sonora Investment Management
Arizona
$40.9K – – –
TF
354
Tompkins Financial
New York
$40K – – –
DBT
355
Dubuque Bank & Trust
Iowa
$39K +$3.26K +24 +9%
MPWT
356
MassMutual Private Wealth & Trust
Connecticut
$38.2K – – –
PMFA
357
Plante Moran Financial Advisors
Michigan
$36K -$1.23K -9 -3%
SSB
358
Sandy Spring Bank
Maryland
$35K – – –
TRCT
359
Tower Research Capital (TRC)
New York
$35K +$33K +242 +1,613%
VIA
360
Vantage Investment Advisors
Pennsylvania
$34K – – –
Northwestern Mutual Wealth Management
361
Northwestern Mutual Wealth Management
Wisconsin
$32K -$75K -546 -70%
TCOV
362
Trust Company of Vermont
Vermont
$29K – – –
IWM
363
IHT Wealth Management
Illinois
$24K – – –
WEC
364
Winslow Evans & Crocker
Massachusetts
$22.5K +$271 +2 +1%
TCM
365
Tradewinds Capital Management
Washington
$21K +$21K +153 New
RFWA
366
RPg Family Wealth Advisory
Massachusetts
$19.2K +$19.2K +141 New
BIG
367
Bellwether Investment Group
Tennessee
$19K -$404 -3 -2%
GRP
368
Global Retirement Partners
California
$17K – – –
PCP
369
Proficio Capital Partners
Massachusetts
$16K +$14.2K +109 +779%
LF
370
Lee Financial
Texas
$15K – – –
WA
371
WFG Advisors
Texas
$14K -$220K -1,649 -94%
BFEC
372
Benjamin F. Edwards & Company
Missouri
$14K – – –
AIM
373
Acrospire Investment Management
Illinois
$14K +$14K +100 New
CBOA
374
Commonwealth Bank of Australia
Australia
$14K +$14K +100 New
MA
375
MCF Advisors
Kentucky
$14K +$14K +100 New
13 14
15
16 17