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Middleby
MIDD

355 hedge funds and large institutions have $9.08B invested in Middleby in 2021 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 103 increasing their positions, 116 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 4 → 7 (+3)

68% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 40

46% more call options, than puts

Call options by funds: $13.1M | Put options by funds: $8.97M

18% more capital invested

Capital invested by funds: $7.68B → $9.08B (+$1.4B)

7% more funds holding

Funds holding: 333 → 355 (+22)

8.48% less ownership

Funds ownership: 107.15% → 98.67% (-8.5%)

11% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 116

Holders
355
Holders Change
+22
Holders Change %
+6.61%
% of All Funds
6.23%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.12%
New
67
Increased
103
Reduced
116
Closed
40
Calls
$13.1M
Puts
$8.97M
Net Calls
+$4.14M
Net Calls Change
-$64.4M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$425M
2
Victory Capital Management
Victory Capital Management
Texas
+$241M
3
Bank of America
Bank of America
North Carolina
+$82.9M
4
SP
Sarasin & Partners
United Kingdom
+$75.5M
5
Citadel Advisors
Citadel Advisors
Florida
+$72M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$529M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$313M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$194M
4
EIG
EdgePoint Investment Group
Ontario, Canada
-$137M
5
N
Natixis
France
-$94.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
NICM
376
Neo Ivy Capital Management
New York
– -$290K -2,253 Closed
ACM
377
AlphaCrest Capital Management
New York
– -$267K -2,073 Closed
BAM
378
Blueshift Asset Management
New Jersey
– -$235K -1,826 Closed
Susquehanna International Group
379
Susquehanna International Group
Pennsylvania
– -$259K -1,762 Closed
CANY
380
Caxton Associates (New York)
New York
– -$208K -1,611 Closed
Verition Fund Management
381
Verition Fund Management
Connecticut
– -$202K -1,563 Closed
TPWA
382
TRUE Private Wealth Advisors
Oregon
– -$174K -1,350 Closed
FMT
383
First Mercantile Trust
Tennessee
– -$71K -550 Closed
Truist Financial
384
Truist Financial
North Carolina
– -$60K -470 Closed
Twin Tree Management
385
Twin Tree Management
Texas
– -$30K -236 Closed
CYG
386
Clean Yield Group
Vermont
– -$26K -200 Closed
Group One Trading
387
Group One Trading
Illinois
– -$19K -150 Closed
VCG
388
Vantage Consulting Group
Virginia
– -$9K -67 Closed
LWA
389
Lenox Wealth Advisors
New York
– -$5K -35 Closed
CCA
390
Childress Capital Advisors
Texas
– -$4K -33 Closed
SIAG
391
Safeguard Investment Advisory Group
California
– -$3K -26 Closed
CB
392
CNB Bank
Pennsylvania
– -$3K -22 Closed
WT
393
Washington Trust
Rhode Island
– -$1K -7 Closed
HGWM
394
Harvest Group Wealth Management
Massachusetts
– -$1K -4 Closed
SCA
395
Stonebridge Capital Advisors
Minnesota
– +$294 +2 New
12 13 14 15
16

MIDD Hedge Fund Activity: Q1 2021 in Review

355 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q1 2021, worth a combined $9.08B — up 18% from $7.68B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new MIDD positions and 40 closed out — a net gain of 27 holders — while 103 added to existing stakes and 116 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $425M. The largest seller was Goldman Sachs, cutting an estimated $529M.

  • 355 institutional investors held Middleby (MIDD) as of Q1 2021, up from 333 in Q4 2020.
  • Funds reported $9.08B of Middleby stock for Q1 2021, up 18% quarter-over-quarter.
  • 67 funds opened new Middleby positions in Q1 2021 and 40 closed out, a net change of +27 holders.
  • The largest Middleby buyer in Q1 2021 was Wellington Management Group, an estimated $425M added.
  • The largest Middleby seller in Q1 2021 was Goldman Sachs, an estimated $529M sold.

Based on aggregated 13F filings for Q1 2021.