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Middleby
MIDD

331 hedge funds and large institutions have $7.12B invested in Middleby in 2022 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 93 increasing their positions, 124 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

33% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 36

2% more funds holding

Funds holding: 325 → 331 (+6)

3% more capital invested

Capital invested by funds: $6.93B → $7.12B (+$192M)

1.28% less ownership

Funds ownership: 101.26% → 99.99% (-1.3%)

25% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 124

76% less call options, than puts

Call options by funds: $19.6M | Put options by funds: $80.5M

Holders
331
Holders Change
+6
Holders Change %
+1.85%
% of All Funds
5.32%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
48
Increased
93
Reduced
124
Closed
36
Calls
$19.6M
Puts
$80.5M
Net Calls
-$60.9M
Net Calls Change
-$67.4M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$83.8M
2
Select Equity Group
Select Equity Group
New York
+$73.8M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$55.4M
4
Citadel Advisors
Citadel Advisors
Florida
+$50M
5
JP Morgan Chase
JP Morgan Chase
New York
+$38.7M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$109M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$73.8M
3
ACH
ArrowMark Colorado Holdings
Colorado
-$70.4M
4
EIG
EdgePoint Investment Group
Ontario, Canada
-$34.5M
5
EIP
Epoch Investment Partners
New York
-$31.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
MIP
351
Marietta Investment Partners
Wisconsin
– -$268K -2,038 Closed
CG
352
Caprock Group
Idaho
– -$228K -1,777 Closed
GTCM
353
Gyon Technologies Capital Management
New Jersey
– -$227K -1,772 Closed
RJA
354
Raymond James & Associates
Florida
– -$216K -1,682 Closed
Parallax Volatility Advisers
355
Parallax Volatility Advisers
California
– -$214K -1,673 Closed
GCM
356
Graham Capital Management
Connecticut
– -$205K -1,600 Closed
IUHSA
357
Itau Unibanco Holding S.A.
Brazil
– -$181K -1,415 Closed
Group One Trading
358
Group One Trading
Illinois
– -$112K -825 Closed
HFM
359
Harvest Fund Management
China
– -$36K -278 Closed
DWP
360
Destiny Wealth Partners
Florida
– -$8K -65 Closed
TWC
361
TD Waterhouse Canada
Ontario, Canada
– -$5.61K -43 Closed
JWBC
362
John W. Brooker & Co
California
– -$5K -40 Closed
MAM
363
Meeder Asset Management
Ohio
– -$5K -39 Closed
HR
364
Howe & Rusling
New York
– -$4K -32 Closed
SFO
365
Standard Family Office
South Dakota
– -$2K -19 Closed
11 12 13 14
15

MIDD Hedge Fund Activity: Q4 2022 in Review

331 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q4 2022, worth a combined $7.12B — up 2.8% from $6.93B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new MIDD positions and 36 closed out — a net gain of 12 holders — while 93 added to existing stakes and 124 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $83.8M. The largest seller was Goldman Sachs, cutting an estimated $109M.

  • 331 institutional investors held Middleby (MIDD) as of Q4 2022, up from 325 in Q3 2022.
  • Funds reported $7.12B of Middleby stock for Q4 2022, up 2.8% quarter-over-quarter.
  • 48 funds opened new Middleby positions in Q4 2022 and 36 closed out, a net change of +12 holders.
  • The largest Middleby buyer in Q4 2022 was Morgan Stanley, an estimated $83.8M added.
  • The largest Middleby seller in Q4 2022 was Goldman Sachs, an estimated $109M sold.

Based on aggregated 13F filings for Q4 2022.