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Middleby
MIDD

303 hedge funds and large institutions have $4.96B invested in Middleby in 2014 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 100 increasing their positions, 120 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 19

11% more capital invested

Capital invested by funds: $4.46B → $4.96B (+$502M)

4% more funds holding

Funds holding: 290 → 303 (+13)

4% more call options, than puts

Call options by funds: $3.47M | Put options by funds: $3.35M

0% more funds holding in top 10

Funds holding in top 10: 12 → 12 (0)

17% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 120

Holders
303
Holders Change
+13
Holders Change %
+4.48%
% of All Funds
8.08%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
38
Increased
100
Reduced
120
Closed
19
Calls
$3.47M
Puts
$3.35M
Net Calls
+$124K
Net Calls Change
+$2.41M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$72.4M
2
William Blair & Company
William Blair & Company
Illinois
+$52.2M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$42.3M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$22.6M
5
CM
Castleark Management
Illinois
+$18.7M

Top Sellers

1
BCM
Bares Capital Management
Texas
-$39.9M
2
KI
Kalmar Investments
Delaware
-$24M
3
CS
Credit Suisse
Switzerland
-$20.6M
4
RHJA
Rice Hall James & Associates
California
-$13.8M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$12.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
WC
26
Weatherbie Capital
Massachusetts
$45.7M +$948K +10,367 +2%
Northern Trust
27
Northern Trust
Illinois
$45.6M +$381K +4,166 +0.9%
SAM
28
Southernsun Asset Management
Tennessee
$44.3M -$9.27M -101,331 -18%
Norges Bank
29
Norges Bank
Norway
$43.8M -$3.55M -38,857 -8%
BFA
30
BlackRock Fund Advisors
California
$43.6M +$3.24M +35,437 +9%
CM
31
Castleark Management
Illinois
$43.3M +$18.7M +204,835 +88%
NFA
32
Nationwide Fund Advisors
Ohio
$41.8M +$1.54M +16,811 +4%
WMC
33
Westwood Management Corporation
Illinois
$40.3M -$741K -8,100 -2%
CCI
34
Columbus Circle Investors
$39.2M -$788K -8,619 -2%
TCIM
35
TIAA CREF Investment Management
New York
$38.6M +$4.72M +51,615 +15%
Allianz Asset Management
36
Allianz Asset Management
Germany
$35.1M +$1.13M +12,324 +4%
PI
37
Putnam Investments
Massachusetts
$33.1M +$6.21M +67,917 +26%
Wells Fargo
38
Wells Fargo
California
$32.8M -$5.56M -60,824 -16%
SO
39
STRS Ohio
Ohio
$32.2M – – –
Ohio Public Employees Retirement System (OPERS)
40
Ohio Public Employees Retirement System (OPERS)
Ohio
$31.4M +$1.49M +16,301 +5%
Geode Capital Management
41
Geode Capital Management
Massachusetts
$30.2M +$943K +10,309 +4%
RP
42
Riverbridge Partners
Minnesota
$29.4M +$124K +1,354 +0.5%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$28.6M -$709K -7,759 -3%
Dimensional Fund Advisors
44
Dimensional Fund Advisors
Texas
$27.4M -$6.68M -73,042 -21%
Deutsche Bank
45
Deutsche Bank
Germany
$24.9M +$1.03M +11,308 +5%
Wellington Management Group
46
Wellington Management Group
Massachusetts
$24.5M +$22.6M +247,716 New
TA
47
Teachers Advisors
New York
$24.4M -$2.73M -29,880 -11%
NAP
48
New Amsterdam Partners
New York
$24.3M -$11.4M -124,323 -34%
JMPWA
49
JP Morgan Private Wealth Advisors
California
$24.2M +$34.6K +378 +0.2%
CS
50
Credit Suisse
Switzerland
$23.3M -$20.6M -225,393 -49%
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MIDD Hedge Fund Activity: Q4 2014 in Review

303 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q4 2014, worth a combined $4.96B — up 11% from $4.46B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new MIDD positions and 19 closed out — a net gain of 19 holders — while 100 added to existing stakes and 120 trimmed.

The largest buyer was Janus Henderson Group, opening a new position worth an estimated $72.4M. The largest seller was Bares Capital Management, cutting an estimated $39.9M.

  • 303 institutional investors held Middleby (MIDD) as of Q4 2014, up from 290 in Q3 2014.
  • Funds reported $4.96B of Middleby stock for Q4 2014, up 11% quarter-over-quarter.
  • 38 funds opened new Middleby positions in Q4 2014 and 19 closed out, a net change of +19 holders.
  • The largest Middleby buyer in Q4 2014 was Janus Henderson Group, an estimated $72.4M added.
  • The largest Middleby seller in Q4 2014 was Bares Capital Management, an estimated $39.9M sold.

Based on aggregated 13F filings for Q4 2014.