We are live on ! Find out more
MIDD icon

Middleby

349 hedge funds and large institutions have $6.41B invested in Middleby in 2019 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 113 increasing their positions, 126 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more call options, than puts

Call options by funds: $42.1M | Put options by funds: $12.3M

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1.23% less ownership

Funds ownership: 99.81%98.59% (-1.2%)

9% less funds holding

Funds holding: 383349 (-34)

10% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 126

15% less capital invested

Capital invested by funds: $7.53B → $6.41B (-$1.11B)

48% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 71

Holders
349
Holders Change
-34
Holders Change %
-8.88%
% of All Funds
7.65%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
37
Increased
113
Reduced
126
Closed
71
Calls
$42.1M
Puts
$12.3M
Net Calls
+$29.8M
Net Calls Change
+$35.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
26
Russell Investments Group
United Kingdom
$46.4M +$1.53M +12,498 +3%
Mackenzie Financial
27
Mackenzie Financial
Ontario, Canada
$42.6M -$22K -179 -0%
Northern Trust
28
Northern Trust
Illinois
$42.6M +$1.12M +9,161 +3%
Charles Schwab
29
Charles Schwab
California
$39.3M +$2.39M +19,473 +6%
BCM
30
Bares Capital Management
Texas
$37.3M -$12.4M -100,956 -24%
T. Rowe Price Associates
31
T. Rowe Price Associates
Maryland
$36.9M -$137K -1,115 -0.4%
PPA
32
Parametric Portfolio Associates
Washington
$35.9M -$7.69M -62,676 -17%
D.E. Shaw & Co
33
D.E. Shaw & Co
New York
$34.4M -$14.4M -117,204 -28%
CI Investments Inc
34
CI Investments Inc
Ontario, Canada
$33.3M +$11.2M +91,154 +47%
CRC
35
Curi RMB Capital
Illinois
$32.1M +$5.16M +42,048 +18%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$30.7M -$680K -5,540 -2%
ACM
37
Alta Capital Management
Utah
$30.5M -$8.25M -67,244 -21%
FAM
38
Fred Alger Management
New York
$24.3M -$4.71M -38,387 -16%
GKIM
39
GW&K Investment Management
Massachusetts
$24.2M +$8.14M +66,351 +47%
IM
40
Islet Management
New York
$23.6M +$12.5M +101,500 +102%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$23.3M +$148K +1,208 +0.6%
Arrowstreet Capital
42
Arrowstreet Capital
Massachusetts
$21.8M +$19.4M +158,531 +570%
Swiss National Bank
43
Swiss National Bank
Switzerland
$21.5M +$251K +2,049 +1%
Victory Capital Management
44
Victory Capital Management
Texas
$20.2M -$896K -7,305 -4%
DZ Bank
45
DZ Bank
Germany
$20M +$1.17M +9,513 +6%
SIMG
46
Stephens Investment Management Group
Texas
$19.9M +$3.43M +27,933 +20%
Legal & General Group
47
Legal & General Group
United Kingdom
$19.6M +$605K +4,935 +3%
RP
48
Riverbridge Partners
Minnesota
$18.9M +$306K +2,498 +2%
UBS AM
49
UBS AM
Illinois
$18.1M -$169K -1,379 -0.9%
NC
50
Nicholas Company
Wisconsin
$17.4M +$624K +5,085 +4%

MIDD Hedge Fund Activity: Q3 2019 in Review

349 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q3 2019, worth a combined $6.41B — down 15% from $7.53B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of MIDD and 37 opened new positions — a net loss of 34 holders — while 126 trimmed existing stakes and 113 added.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $137M. The largest seller was Eminence Capital, exiting entirely with an estimated $173M sold.

  • 349 institutional investors held Middleby (MIDD) as of Q3 2019, down from 383 in Q2 2019.
  • Funds reported $6.41B of Middleby stock for Q3 2019, down 15% quarter-over-quarter.
  • 37 funds opened new Middleby positions in Q3 2019 and 71 closed out, a net change of -34 holders.
  • The largest Middleby buyer in Q3 2019 was Viking Global Investors, an estimated $137M added.
  • The largest Middleby seller in Q3 2019 was Eminence Capital, an estimated $173M sold.

Based on aggregated 13F filings for Q3 2019.