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Middleby

383 hedge funds and large institutions have $7.53B invested in Middleby in 2019 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 135 increasing their positions, 116 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 44

16% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 116

3% more funds holding

Funds holding: 372383 (+11)

0% less capital invested

Capital invested by funds: $7.54B → $7.53B (-$7.52M)

4.15% less ownership

Funds ownership: 103.96%99.81% (-4.1%)

33% less call options, than puts

Call options by funds: $11.6M | Put options by funds: $17.3M

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

Holders
383
Holders Change
+11
Holders Change %
+2.96%
% of All Funds
8.32%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.13%
New
59
Increased
135
Reduced
116
Closed
44
Calls
$11.6M
Puts
$17.3M
Net Calls
-$5.71M
Net Calls Change
-$7.87M
Name Holding Trade Value Shares
Change
Change in
Stake
OFW
426
Omnia Family Wealth
Florida
-$1K -9 Closed
SCA
427
Stonebridge Capital Advisors
Minnesota
+$403 +3 New

MIDD Hedge Fund Activity: Q2 2019 in Review

383 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q2 2019, worth a combined $7.53B — down 0.1% from $7.54B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new MIDD positions and 44 closed out — a net gain of 15 holders — while 135 added to existing stakes and 116 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $226M. The largest seller was Wellington Management Group, cutting an estimated $286M.

  • 383 institutional investors held Middleby (MIDD) as of Q2 2019, up from 372 in Q1 2019.
  • Funds reported $7.53B of Middleby stock for Q2 2019, down 0.1% quarter-over-quarter.
  • 59 funds opened new Middleby positions in Q2 2019 and 44 closed out, a net change of +15 holders.
  • The largest Middleby buyer in Q2 2019 was Capital Research Global Investors, an estimated $226M added.
  • The largest Middleby seller in Q2 2019 was Wellington Management Group, an estimated $286M sold.

Based on aggregated 13F filings for Q2 2019.