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Middleby
MIDD

375 hedge funds and large institutions have $9.76B invested in Middleby in 2021 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 118 increasing their positions, 111 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more call options, than puts

Call options by funds: $30.8M | Put options by funds: $14.8M

55% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 40

8% more capital invested

Capital invested by funds: $9.08B → $9.76B (+$688M)

6% more funds holding

Funds holding: 355 → 375 (+20)

2.85% more ownership

Funds ownership: 98.67% → 101.53% (+2.9%)

6% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 111

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

Holders
375
Holders Change
+20
Holders Change %
+5.63%
% of All Funds
6.53%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
62
Increased
118
Reduced
111
Closed
40
Calls
$30.8M
Puts
$14.8M
Net Calls
+$16M
Net Calls Change
+$11.9M

Top Buyers

1
Select Equity Group
Select Equity Group
New York
+$211M
2
Macquarie Group
Macquarie Group
Australia
+$199M
3
Goldman Sachs
Goldman Sachs
New York
+$110M
4
Victory Capital Management
Victory Capital Management
Texas
+$79.6M
5
Invesco
Invesco
Georgia
+$67.8M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$175M
2
EIG
EdgePoint Investment Group
Ontario, Canada
-$86.3M
3
DGI
Disciplined Growth Investors
Minnesota
-$49.8M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$44.4M
5
Capital World Investors
Capital World Investors
California
-$43M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$100M +$9.18M +53,856 +10%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$93.2M -$15.6M -91,325 -15%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$88.2M +$4.93M +28,899 +6%
Invesco
29
Invesco
Georgia
$83.3M +$67.8M +397,637 +478%
Northern Trust
30
Northern Trust
Illinois
$82.7M -$1.07M -6,260 -1%
DGI
31
Disciplined Growth Investors
Minnesota
$79.6M -$49.8M -292,115 -39%
Capital World Investors
32
Capital World Investors
California
$77.9M -$43M -252,500 -36%
Bank of Nova Scotia
33
Bank of Nova Scotia
Ontario, Canada
$75.9M +$284K +1,665 +0.4%
Principal Financial Group
34
Principal Financial Group
Iowa
$71.6M +$29.2M +171,481 +71%
AAM
35
Ardevora Asset Management
United Kingdom
$61.4M +$3.29M +19,289 +6%
Charles Schwab
36
Charles Schwab
California
$60.6M -$374K -2,193 -0.6%
BTW
37
Boston Trust Walden
Massachusetts
$59.5M -$3.49M -20,501 -6%
CIBC Private Wealth Group
38
CIBC Private Wealth Group
Georgia
$55.9M +$55M +322,855 New
PPA
39
Parametric Portfolio Associates
Washington
$55.2M +$2.48M +14,561 +5%
D.E. Shaw & Co
40
D.E. Shaw & Co
New York
$54.4M +$13.3M +78,079 +33%
BAIA
41
Bel Air Investment Advisors
California
$50.2M +$678K +3,977 +1%
PAMU
42
Pictet Asset Management (UK)
United Kingdom
$48.4M +$17.9M +104,854 +60%
Renaissance Technologies
43
Renaissance Technologies
New York
$47.6M -$24.1M -141,400 -34%
EVM
44
Eaton Vance Management
Massachusetts
$46.2M +$1.52M +8,893 +3%
SC
45
Shellback Capital
Massachusetts
$44.5M +$43.7M +256,621 New
Citigroup
46
Citigroup
New York
$42.8M +$5.57M +32,671 +15%
SSA
47
Schonfeld Strategic Advisors
New York
$33.9M +$31.9M +187,240 +2,256%
RP
48
Riverbridge Partners
Minnesota
$33.7M +$1.61M +9,460 +5%
RA
49
Royce & Associates
New York
$31M +$6.03M +35,370 +25%
Amundi
50
Amundi
France
$30.8M +$30.3M +177,882 New
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MIDD Hedge Fund Activity: Q2 2021 in Review

375 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q2 2021, worth a combined $9.76B — up 7.6% from $9.08B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new MIDD positions and 40 closed out — a net gain of 22 holders — while 118 added to existing stakes and 111 trimmed.

The largest buyer was Select Equity Group, opening a new position worth an estimated $211M. The largest seller was JP Morgan Chase, cutting an estimated $175M.

  • 375 institutional investors held Middleby (MIDD) as of Q2 2021, up from 355 in Q1 2021.
  • Funds reported $9.76B of Middleby stock for Q2 2021, up 7.6% quarter-over-quarter.
  • 62 funds opened new Middleby positions in Q2 2021 and 40 closed out, a net change of +22 holders.
  • The largest Middleby buyer in Q2 2021 was Select Equity Group, an estimated $211M added.
  • The largest Middleby seller in Q2 2021 was JP Morgan Chase, an estimated $175M sold.

Based on aggregated 13F filings for Q2 2021.