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
Cambridge Investment Research Advisors
401
Cambridge Investment Research Advisors
Iowa
– -$220K -1,289 Closed
DFCM
402
Dark Forest Capital Management
Puerto Rico
– -$174K -1,019 Closed
SGAM
403
Smith Group Asset Management
Texas
– -$149K -875 Closed
MC
404
Maverick Capital
Texas
– -$145K -848 Closed
NICM
405
Neo Ivy Capital Management
New York
– -$27K -343 Closed
TSW
406
Thompson Siegel & Walmsley
Virginia
– -$46K -270 Closed
OSAM
407
O'Shaughnessy Asset Management
Connecticut
– -$41K -243 Closed
BC
408
Bartlett & Co
Ohio
– -$28K -167 Closed
BCWM
409
Bartlett & Co Wealth Management
Ohio
– -$28.5K -167 Closed
JCM
410
Jacobi Capital Management
Pennsylvania
– -$25K -145 Closed
CFA
411
Cahill Financial Advisors
Minnesota
– -$18K -104 Closed
HI
412
Harbour Investments
Wisconsin
– -$5K -32 Closed
MAM
413
Meeder Asset Management
Ohio
– -$5K -27 Closed
SSB
414
Sandy Spring Bank
Maryland
– -$2K -14 Closed
GRP
415
Global Retirement Partners
California
– -$2K -10 Closed
GKWIM
416
Gerber Kawasaki Wealth & Investment Management
California
– -$1K -1 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.