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Middleby
MIDD

Overview Fund Activity

274 hedge funds and large institutions have $4.15B invested in Middleby in 2013 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 101 increasing their positions, 105 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
+20
Holders Change %
+7.87%
% of All Funds
7.96%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
37
Increased
101
Reduced
105
Closed
17
Calls
$14.4M
Puts
$38.8M
Net Calls
-$24.5M
Net Calls Change
-$6.76M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$142M
2
NAP
2
New Amsterdam Partners
New York
$20.9M
3
RP
3
Riverbridge Partners
Minnesota
$19.6M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$164M
5
LBG
5
Lloyds Banking Group
United Kingdom
$17.2M

Top Sellers

1
CM
1
Castleark Management
Illinois
$56.4M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$5.05M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$34.5M
4
Luther King Capital Management (LKCM)
4
Luther King Capital Management (LKCM)
Texas
$58.2M
5
PCM
5
Pennant Capital Management
New Jersey
$51M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$48.2M -$847K -10,593 -2%
Loomis, Sayles & Company
27
Loomis, Sayles & Company
Massachusetts
$47.1M -$444K -5,556 -0.9%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$45.9M -$863K -10,785 -2%
GA
29
Geneva Advisors
Illinois
$44.5M +$664K +8,313 +2%
RIM
30
RS Investment Management
California
$38.6M -$3.66M -45,747 -9%
CCI
31
Columbus Circle Investors
$37.9M +$46.3K +579 +0.1%
Norges Bank
32
Norges Bank
Norway
$37.4M -$1.11M -13,872 -3%
WMC
33
Westwood Management Corporation
Illinois
$36.2M -$921K -11,520 -2%
TI
34
Turner Investments
Pennsylvania
$35.2M +$15.3M +191,193 +77%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$34.5M -$32.1M -402,090 -48%
Ohio Public Employees Retirement System (OPERS)
36
Ohio Public Employees Retirement System (OPERS)
Ohio
$31.7M +$985K +12,309 +3%
NFA
37
Nationwide Fund Advisors
Ohio
$30.2M +$498K +6,222 +2%
ACMM
38
Arbor Capital Management (Minnesota)
Minnesota
$29.4M -$4.11M -51,402 -12%
ACM
39
Atlanta Capital Management
Georgia
$28.7M -$3.08M -38,457 -10%
EMFAT
40
Emerald Mutual Fund Advisers Trust
Pennsylvania
$26.8M +$14.7M +183,108 +122%
MAA
41
Managed Account Advisors
New Jersey
$25.5M -$740K -9,258 -3%
FAM
42
Fred Alger Management
New York
$24.3M -$9.96M -124,641 -29%
WRF
43
Waddell & Reed Financial
Kansas
$23.6M +$3.45M +43,161 +17%
Geode Capital Management
44
Geode Capital Management
Massachusetts
$23.1M +$1.98M +24,714 +9%
SO
45
STRS Ohio
Ohio
$22.9M -$168K -2,100 -0.7%
VBA
46
Van Berkom & Associates
Quebec, Canada
$22.3M -$3.53M -44,157 -14%
EA
47
Emerald Advisers
Pennsylvania
$22.2M -$653K -8,169 -3%
NAP
48
New Amsterdam Partners
New York
$20.9M +$20.9M +262,140 New
WC
49
Weatherbie Capital
Massachusetts
$20.1M -$1.48M -18,528 -7%
CS
50
Credit Suisse
Switzerland
$20M +$2M +25,044 +11%
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