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Middleby
MIDD

Overview Fund Activity

392 hedge funds and large institutions have $6.71B invested in Middleby in 2017 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 150 increasing their positions, 132 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
392
Holders Change
-11
Holders Change %
-2.73%
% of All Funds
9.79%
Holding in Top 10
1
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-88.89%
% of All Funds
0.02%
New
40
Increased
150
Reduced
132
Closed
47
Calls
$22.7M
Puts
$17.9M
Net Calls
+$4.84M
Net Calls Change
-$6.04M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$164M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$220M
3
Goldman Sachs
3
Goldman Sachs
New York
$347M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$70.8M
5
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$301M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$425M
2
CCI
2
Columbus Circle Investors
$0
3
SC
3
Sculptor Capital
New York
$0
4
O
4
OppenheimerFunds
New York
$0
5
ORI
5
Oak Ridge Investments
Illinois
$52M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCOV
351
Trust Company of Vermont
Vermont
$31K +$4.88K +40 +19%
VIA
352
Vantage Investment Advisors
Pennsylvania
$30K – – –
NA
353
NewEdge Advisors
Louisiana
$25.8K +$25.8K +216 New
MLFP
354
MPS Loria Financial Planners
Illinois
$24K +$24K +200 New
PCP
355
Proficio Capital Partners
Massachusetts
$22K +$5.6K +42 +34%
DBT
356
Dubuque Bank & Trust
Iowa
$21K -$13.8K -114 -40%
TSW
357
Thompson Siegel & Walmsley
Virginia
$20K -$18.6K -150 -48%
TCM
358
Tradewinds Capital Management
Washington
$19K – – –
RFWA
359
RPg Family Wealth Advisory
Massachusetts
$17.1K – – –
GRP
360
Global Retirement Partners
California
$15K – – –
Northwestern Mutual Wealth Management
361
Northwestern Mutual Wealth Management
Wisconsin
$14K -$13.9K -116 -50%
LF
362
Lee Financial
Texas
$13K – – –
WA
363
WFG Advisors
Texas
$13K – – –
BFEC
364
Benjamin F. Edwards & Company
Missouri
$12K – – –
TWA
365
TCI Wealth Advisors
Arizona
$12K +$3.63K +29 +43%
RFA
366
Reilly Financial Advisors
California
$11K – – –
BAM
367
Bruderman Asset Management
New York
$10K +$10K +80 New
HDIM
368
Hanson & Doremus Investment Management
Vermont
$10K +$10K +300 New
HIIFS
369
Harel Insurance Investments & Financial Services
Israel
$9K – – –
CFA
370
Carroll Financial Associates
North Carolina
$8K -$848 -7 -10%
WC
371
Whitnell & Co
Illinois
$8K – – –
VCM
372
Versant Capital Management
Arizona
$8K – – –
HCM
373
Holland Capital Management
Illinois
$7K -$1.7M -14,347 -100%
GWM
374
Geneos Wealth Management
Colorado
$7K – – –
SBL
375
Sargent Bickham Lagudis
Colorado
$6K +$2.94K +24 +96%
13 14
15
16 17