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Middleby
MIDD

Overview Fund Activity

361 hedge funds and large institutions have $7.66B invested in Middleby in 2018 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 104 increasing their positions, 121 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
+22
Holders Change %
+6.49%
% of All Funds
8.27%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
57
Increased
104
Reduced
121
Closed
32
Calls
$17.3M
Puts
$18.7M
Net Calls
-$1.41M
Net Calls Change
+$2.9M

Top Buyers

1
DZ Bank
1
DZ Bank
Germany
$145M
2
RCWMU
2
Rothschild & Co Wealth Management (UK)
United Kingdom
$117M
3
BCM
3
Bares Capital Management
Texas
$252M
4
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$405M
5
MRCP
5
Manor Road Capital Partners
New York
$35.6M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$45.1M
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$311M
3
Wells Fargo
3
Wells Fargo
California
$41.9M
4
Goldman Sachs
4
Goldman Sachs
New York
$202M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$310M
Name Holding Trade Value Shares
Change 		Shares
Change %
APP
351
Avantax Planning Partners
Iowa
$3K +$3K +24 New
NFG
352
Next Financial Group
Texas
$3K +$3K +25 New
AF
353
Allworth Financial
California
$2K – – –
KF
354
Krilogy Financial
Missouri
$2K +$2K +16 New
OFW
355
Omnia Family Wealth
Florida
$1K – – –
DAM
356
Delta Asset Management
Tennessee
$1K – – –
QI
357
QS Investors
New York
$1K – – –
SCM
358
Southport Capital Management
Tennessee
$1K +$1K +6 New
FRA
359
Front Row Advisors
California
$3 – – –
TBC
360
Three Bays Capital
Massachusetts
– -$18.3M -175,000 Closed
Schroder Investment Management Group
361
Schroder Investment Management Group
United Kingdom
– -$6.57M -63,223 Closed
ACPU
362
Arrowgrass Capital Partners (US)
Delaware
– -$4.18M -40,000 Closed
Susquehanna International Group
363
Susquehanna International Group
Pennsylvania
– -$2.41M -23,120 Closed
Envestnet Asset Management
364
Envestnet Asset Management
Illinois
– -$1.82M -17,430 Closed
TFCM
365
Taylor Frigon Capital Management
Arizona
– -$1.71M -16,380 Closed
OC
366
Oppenheimer & Co
New York
– -$1.25M -11,940 Closed
FP
367
Foundry Partners
Minnesota
– -$882K -8,444 Closed
PP
368
Paloma Partners
Connecticut
– -$876K -8,392 Closed
Twin Tree Management
369
Twin Tree Management
Texas
– -$810K -7,756 Closed
SGCA
370
Steel Grove Capital Advisors
Tennessee
– -$761K -7,292 Closed
CA
371
Callahan Advisors
Texas
– -$695K -6,655 Closed
FRM
372
Fox Run Management
Connecticut
– -$665K -6,367 Closed
SH
373
Svenska Handelsbanken
Sweden
– -$627K -6,000 Closed
TMC
374
Trellus Management Company
Florida
– -$627K -6,000 Closed
JG
375
Jefferies Group
New York
– -$334K -3,200 Closed
12 13 14
15
16