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Middleby
MIDD

Overview Fund Activity

385 hedge funds and large institutions have $5.89B invested in Middleby in 2019 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 117 increasing their positions, 123 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
+36
Holders Change %
+10.32%
% of All Funds
7.6%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
75
Increased
117
Reduced
123
Closed
29
Calls
$8.65M
Puts
$21.6M
Net Calls
-$13M
Net Calls Change
-$42.7M

Top Buyers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$203M
2
Capital World Investors
2
Capital World Investors
California
$176M
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$368M
4
Morgan Stanley
4
Morgan Stanley
New York
$22.5M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$257M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$444M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$9.57M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$11M
4
IM
4
Islet Management
New York
$3.83M
5
Victory Capital Management
5
Victory Capital Management
Texas
$4.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
351
TCI Wealth Advisors
Arizona
$7K – – –
PA
352
Procyon Advisors
Connecticut
$7K +$7K +62 New
APA
353
American Portfolios Advisors
New York
$6.24K +$110 +1 +2%
WT
354
Whittier Trust
California
$6K – – –
SIAS
355
Shine Investment Advisory Services
Colorado
$6K – – –
Northwestern Mutual Wealth Management
356
Northwestern Mutual Wealth Management
Wisconsin
$5K – – –
IAS
357
IMA Advisory Services
Colorado
$5K – – –
FHA
358
Flagship Harbor Advisors
Massachusetts
$5K – – –
FHA
359
First Horizon Advisors
Tennessee
$4K – – –
VCM
360
Versant Capital Management
Arizona
$4K – – –
FRA
361
Front Row Advisors
California
$4K +$556 +5 +16%
AssetMark Inc
362
AssetMark Inc
California
$4K +$875 +7 +28%
FWM
363
FSA Wealth Management
Massachusetts
$4K +$4K +36 New
CAW
364
Cornerstone Advisors (Washington)
Washington
$3K – – –
S
365
SignatureFD
Georgia
$3K – – –
TFO
366
Tarbox Family Office
California
$3K – – –
SBL
367
Sargent Bickham Lagudis
Colorado
$3K – – –
BCA
368
Berman Capital Advisors
Georgia
$3K – – –
EARNEST Partners
369
EARNEST Partners
Georgia
$3K – – –
JSC
370
Jackson Square Capital
California
$3K +$3K +25 New
EW
371
Evoke Wealth
California
$2.85K – – –
CA
372
Crewe Advisors
Utah
$2K -$72.3K -687 -97%
AF
373
Allworth Financial
California
$2K – – –
CI
374
Cordant Inc
Oregon
$2K +$2K +17 New
TAIM
375
TD Ameritrade Investment Management
Nebraska
$2K +$1.81K +19 +950%
13 14
15
16 17