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Middleby
MIDD

375 hedge funds and large institutions have $9.76B invested in Middleby in 2021 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 118 increasing their positions, 111 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more call options, than puts

Call options by funds: $30.8M | Put options by funds: $14.8M

55% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 40

8% more capital invested

Capital invested by funds: $9.08B → $9.76B (+$688M)

6% more funds holding

Funds holding: 355 → 375 (+20)

2.85% more ownership

Funds ownership: 98.67% → 101.53% (+2.9%)

6% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 111

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

Holders
375
Holders Change
+20
Holders Change %
+5.63%
% of All Funds
6.53%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
62
Increased
118
Reduced
111
Closed
40
Calls
$30.8M
Puts
$14.8M
Net Calls
+$16M
Net Calls Change
+$11.9M

Top Buyers

1
Select Equity Group
Select Equity Group
New York
+$211M
2
Macquarie Group
Macquarie Group
Australia
+$199M
3
Goldman Sachs
Goldman Sachs
New York
+$110M
4
Victory Capital Management
Victory Capital Management
Texas
+$79.6M
5
Invesco
Invesco
Georgia
+$67.8M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$175M
2
EIG
EdgePoint Investment Group
Ontario, Canada
-$86.3M
3
DGI
Disciplined Growth Investors
Minnesota
-$49.8M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$44.4M
5
Capital World Investors
Capital World Investors
California
-$43M
Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
351
MassMutual Private Wealth & Trust
Connecticut
$5K – – –
TFO
352
Tarbox Family Office
California
$5K – – –
TFM
353
TFC Financial Management
Massachusetts
$5K – – –
BCA
354
Berman Capital Advisors
Georgia
$5K +$511 +3 +10%
FF
355
FourThought Financial
Florida
$4K – – –
GAM
356
Gemmer Asset Management
California
$4K – – –
HI
357
Harbour Investments
Wisconsin
$4K – – –
SBL
358
Sargent Bickham Lagudis
Colorado
$4K – – –
MAM
359
Meeder Asset Management
Ohio
$4K +$170 +1 +5%
FPS
360
Fieldpoint Private Securities
Connecticut
$3K – – –
GKIM
361
GW&K Investment Management
Massachusetts
$3K – – –
SWM
362
Spire Wealth Management
Virginia
$3K – – –
S
363
SignatureFD
Georgia
$3K +$511 +3 +20%
PWMG
364
Prestige Wealth Management Group
New Jersey
$2K – – –
SSB
365
Sandy Spring Bank
Maryland
$2K – – –
BWM
366
Baystate Wealth Management
Massachusetts
$1K – – –
EFSCE
367
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
TFA
368
Transamerica Financial Advisors
Florida
$1K +$170 +1 New
EBA
369
Eagle Bay Advisors
New York
$1K +$511 +3 New
FMP
370
Financial Management Professionals
Texas
$1K +$511 +3 New
CFO
371
CVA Family Office
Colorado
$1K +$1.02K +6 New
Nisa Investment Advisors
372
Nisa Investment Advisors
Missouri
$625 – – –
H
373
HoyleCohen
California
$398 – – –
BCM
374
Bares Capital Management
Texas
– -$39.5M -238,020 Closed
Assenagon Asset Management
375
Assenagon Asset Management
Luxembourg
– -$17.1M -103,024 Closed
13 14
15
16 17

MIDD Hedge Fund Activity: Q2 2021 in Review

375 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q2 2021, worth a combined $9.76B — up 7.6% from $9.08B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new MIDD positions and 40 closed out — a net gain of 22 holders — while 118 added to existing stakes and 111 trimmed.

The largest buyer was Select Equity Group, opening a new position worth an estimated $211M. The largest seller was JP Morgan Chase, cutting an estimated $175M.

  • 375 institutional investors held Middleby (MIDD) as of Q2 2021, up from 355 in Q1 2021.
  • Funds reported $9.76B of Middleby stock for Q2 2021, up 7.6% quarter-over-quarter.
  • 62 funds opened new Middleby positions in Q2 2021 and 40 closed out, a net change of +22 holders.
  • The largest Middleby buyer in Q2 2021 was Select Equity Group, an estimated $211M added.
  • The largest Middleby seller in Q2 2021 was JP Morgan Chase, an estimated $175M sold.

Based on aggregated 13F filings for Q2 2021.