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Middleby
MIDD

Overview Fund Activity

374 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, 124 increasing their positions, 106 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
+13
Holders Change %
+3.6%
% of All Funds
5.78%
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
124
Reduced
106
Closed
41
Calls
$34.7M
Puts
$34M
Net Calls
+$671K
Net Calls Change
+$11.6M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$125M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$291M
3
Goldman Sachs
3
Goldman Sachs
New York
$341M
4
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$38.2M
5
SP
5
Sarasin & Partners
United Kingdom
$341M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$76.3M
2
EIG
2
EdgePoint Investment Group
Ontario, Canada
$497M
3
DGI
3
Disciplined Growth Investors
Minnesota
$16.6M
4
Select Equity Group
4
Select Equity Group
New York
$70.8M
5
Victory Capital Management
5
Victory Capital Management
Texas
$432M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBL
351
Sargent Bickham Lagudis
Colorado
$5K – – –
EARNEST Partners
352
EARNEST Partners
Georgia
$5K – – –
FF
353
FourThought Financial
Florida
$5K – – –
TFO
354
Tarbox Family Office
California
$5K – – –
S
355
SignatureFD
Georgia
$5K +$625 +3 +14%
WTA
356
Washington Trust Advisors
Massachusetts
$5K +$5K +24 New
MFAM
357
Motley Fool Asset Management
Virginia
$5K +$5K +26 New
FAG
358
Fortitude Advisory Group
Washington
$5K +$5K +26 New
FPS
359
Fieldpoint Private Securities
Connecticut
$3K – – –
SWM
360
Spire Wealth Management
Virginia
$3K – – –
GKIM
361
GW&K Investment Management
Massachusetts
$3K – – –
JWA
362
JFS Wealth Advisors
Pennsylvania
$3K +$3K +14 New
BA
363
Bellwether Advisors
Nebraska
$2K – – –
PWMG
364
Prestige Wealth Management Group
New Jersey
$2K – – –
ODG
365
O'Dell Group
Ohio
$2K – – –
SC
366
Schubert & Co
Texas
$2K +$2K +10 New
VRS
367
Virginia Retirement Systems
Virginia
$1.2K +$20 +100 +2%
SWA
368
Sutton Wealth Advisors
Florida
$1.18K +$1.18K +6 New
BWM
369
Baystate Wealth Management
Massachusetts
$1K – – –
FMP
370
Financial Management Professionals
Texas
$1K – – –
EBA
371
Eagle Bay Advisors
New York
$1K – – –
LC
372
Lindbrook Capital
California
$1K +$1K +3 New
CP
373
Castleview Partners
Texas
$327 +$327 +64,340 New
OCM
374
Ovata Capital Management
Hong Kong
– -$2.86M -2,000,000 Closed
SAM
375
Synergy Asset Management
Washington
– -$5.75M -33,713 Closed
13 14
15
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