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Middleby
MIDD

377 hedge funds and large institutions have $10.8B invested in Middleby in 2021 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 125 increasing their positions, 107 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

46% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 41

17% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 107

14% more capital invested

Capital invested by funds: $9.44B → $10.8B (+$1.34B)

4% more funds holding

Funds holding: 364 → 377 (+13)

2% more call options, than puts

Call options by funds: $34.7M | Put options by funds: $34M

4.27% less ownership

Funds ownership: 103.06% → 98.8% (-4.3%)

Holders
377
Holders Change
+13
Holders Change %
+3.57%
% of All Funds
5.8%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
60
Increased
125
Reduced
107
Closed
41
Calls
$34.7M
Puts
$34M
Net Calls
+$671K
Net Calls Change
+$11.6M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$115M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$85.1M
3
Goldman Sachs
Goldman Sachs
New York
+$57.2M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$32.5M
5
SP
Sarasin & Partners
United Kingdom
+$32.2M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$125M
2
EIG
EdgePoint Investment Group
Ontario, Canada
-$83.5M
3
DGI
Disciplined Growth Investors
Minnesota
-$49.9M
4
Select Equity Group
Select Equity Group
New York
-$42.9M
5
Victory Capital Management
Victory Capital Management
Texas
-$41.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
FRA
351
Front Row Advisors
California
$6K +$5.29K +29 New
EARNEST Partners
352
EARNEST Partners
Georgia
$5K – – –
FF
353
FourThought Financial
Florida
$5K – – –
GAM
354
Gemmer Asset Management
California
$5K – – –
SBL
355
Sargent Bickham Lagudis
Colorado
$5K – – –
TFO
356
Tarbox Family Office
California
$5K – – –
TFM
357
TFC Financial Management
Massachusetts
$5K – – –
S
358
SignatureFD
Georgia
$5K +$547 +3 +14%
WTA
359
Washington Trust Advisors
Massachusetts
$5K +$4.38K +24 New
FAG
360
Fortitude Advisory Group
Washington
$5K +$4.74K +26 New
MFAM
361
Motley Fool Asset Management
Virginia
$5K +$4.74K +26 New
FPS
362
Fieldpoint Private Securities
Connecticut
$3K – – –
GKIM
363
GW&K Investment Management
Massachusetts
$3K – – –
SWM
364
Spire Wealth Management
Virginia
$3K – – –
JWA
365
JFS Wealth Advisors
Pennsylvania
$3K +$2.55K +14 New
BA
366
Bellwether Advisors
Nebraska
$2K – – –
ODG
367
O'Dell Group
Ohio
$2K – – –
PWMG
368
Prestige Wealth Management Group
New Jersey
$2K – – –
SC
369
Schubert & Co
Texas
$2K +$1.82K +10 New
VRS
370
Virginia Retirement Systems
Virginia
$1.2K +$18.2K +100 +2%
SWA
371
Sutton Wealth Advisors
Florida
$1.18K +$1.09K +6 New
BWM
372
Baystate Wealth Management
Massachusetts
$1K – – –
EBA
373
Eagle Bay Advisors
New York
$1K – – –
FMP
374
Financial Management Professionals
Texas
$1K – – –
LC
375
Lindbrook Capital
California
$1K +$547 +3 New
13 14
15
16 17

MIDD Hedge Fund Activity: Q4 2021 in Review

377 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q4 2021, worth a combined $10.8B — up 14% from $9.44B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new MIDD positions and 41 closed out — a net gain of 19 holders — while 125 added to existing stakes and 107 trimmed.

The largest buyer was Boston Partners, adding an estimated $115M. The largest seller was Citadel Advisors, cutting an estimated $125M.

  • 377 institutional investors held Middleby (MIDD) as of Q4 2021, up from 364 in Q3 2021.
  • Funds reported $10.8B of Middleby stock for Q4 2021, up 14% quarter-over-quarter.
  • 60 funds opened new Middleby positions in Q4 2021 and 41 closed out, a net change of +19 holders.
  • The largest Middleby buyer in Q4 2021 was Boston Partners, an estimated $115M added.
  • The largest Middleby seller in Q4 2021 was Citadel Advisors, an estimated $125M sold.

Based on aggregated 13F filings for Q4 2021.