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Middleby

366 hedge funds and large institutions have $7.77B invested in Middleby in 2017 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 98 increasing their positions, 137 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more call options, than puts

Call options by funds: $52M | Put options by funds: $15.7M

56% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 39

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

9% more capital invested

Capital invested by funds: $7.15B → $7.77B (+$623M)

6.19% more ownership

Funds ownership: 96.89%103.08% (+6.2%)

6% more funds holding

Funds holding: 346366 (+20)

28% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 137

Holders
366
Holders Change
+20
Holders Change %
+5.78%
% of All Funds
8.3%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
61
Increased
98
Reduced
137
Closed
39
Calls
$52M
Puts
$15.7M
Net Calls
+$36.4M
Net Calls Change
+$20.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
376
Sterling Capital Management
North Carolina
-$2.57M -20,075 Closed
Pacer Advisors
377
Pacer Advisors
Pennsylvania
-$1.37M -10,654 Closed
MWNA
378
Marshall Wace North America
New York
-$1.35M -10,589 Closed
TA
379
Tiedemann Advisors
New York
-$1.08M -8,730 Closed
EA
380
Emerald Advisers
Pennsylvania
-$1.03M -8,018 Closed
LCM
381
Landscape Capital Management
New Jersey
-$887K -6,919 Closed
Point72 Asset Management
382
Point72 Asset Management
Connecticut
-$756K -5,900 Closed
CAM
383
Congress Asset Management
Massachusetts
-$747K -5,831 Closed
PAG
384
Private Advisor Group
New Jersey
-$730K -5,816 Closed
TCM
385
Twin Capital Management
Pennsylvania
-$636K -4,963 Closed
NI
386
Numeric Investors
Massachusetts
-$602K -4,700 Closed
JCM
387
Janney Capital Management
Pennsylvania
-$384K -3,000 Closed
RG
388
Renaissance Group
Kentucky
-$338K -2,636 Closed
Verition Fund Management
389
Verition Fund Management
Connecticut
-$324K -2,530 Closed
COI
390
Connable Office Inc
Michigan
-$253K -1,975 Closed
BIAS
391
Beacon Investment Advisory Services
New Jersey
-$231K -1,801 Closed
IB
392
Intrust Bank
Kansas
-$212K -1,656 Closed
MML Investors Services
393
MML Investors Services
Massachusetts
-$202K -1,577 Closed
EWM
394
Evercore Wealth Management
New York
-$90K -700 Closed
FPS
395
Fieldpoint Private Securities
Connecticut
-$79K -617 Closed
RWA
396
Ropes Wealth Advisors
Massachusetts
-$51K -400 Closed
CTC
397
Central Trust Company
Missouri
-$49K -385 Closed
MPWT
398
MassMutual Private Wealth & Trust
Connecticut
-$35.9K -280 Closed
NFG
399
Next Financial Group
Texas
-$19K -155 Closed
PAM
400
Panagora Asset Management
Massachusetts
-$19K -147 Closed