We are live on ! Find out more
MIDD icon

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
CP
376
Castleview Partners
Texas
$327 +$11.7M +64,340 New
OCM
377
Ovata Capital Management
Hong Kong
– -$2.86M -2,000,000 Closed
SAM
378
Synergy Asset Management
Washington
– -$5.75M -33,713 Closed
Qube Research & Technologies (QRT)
379
Qube Research & Technologies (QRT)
United Kingdom
– -$2.71M -15,922 Closed
Stifel Financial
380
Stifel Financial
Missouri
– -$2.15M -12,632 Closed
ECM
381
ExodusPoint Capital Management
New York
– -$2.01M -11,794 Closed
CA
382
CastleArk Alternatives
Illinois
– -$1.86M -10,915 Closed
AI
383
AdvisorShares Investments
Maryland
– -$1.5M -8,211 Closed
MF
384
Magnetar Financial
Illinois
– -$1.4M -8,184 Closed
Marshall Wace
385
Marshall Wace
United Kingdom
– -$1.13M -6,600 Closed
QC
386
Quadrature Capital
United Kingdom
– -$695K -4,078 Closed
SEC
387
Seven Eight Capital
New York
– -$565K -3,315 Closed
GAM
388
Gotham Asset Management
New York
– -$565K -3,312 Closed
ACM
389
AlphaCrest Capital Management
New York
– -$512K -3,005 Closed
AFS
390
Amtrust Financial Services
New York
– -$512K -3,000 Closed
Lido Advisors
391
Lido Advisors
California
– -$397K -2,333 Closed
Simplex Trading
392
Simplex Trading
Illinois
– -$386K -2,117 Closed
CMI
393
Clare Market Investments
Texas
– -$358K -2,100 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
394
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$305K -1,787 Closed
QCM
395
Quantinno Capital Management
New York
– -$302K -1,769 Closed
BAM
396
Blueshift Asset Management
New Jersey
– -$300K -1,760 Closed
IRF
397
IBM Retirement Fund
New York
– -$266K -1,562 Closed
CIC
398
Crawford Investment Counsel
Georgia
– -$252K -1,475 Closed
RWB
399
RMR Wealth Builders
New Jersey
– -$240K -1,409 Closed
TI
400
Trexquant Investment
Connecticut
– -$224K -1,314 Closed
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.