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Middleby
MIDD

377 hedge funds and large institutions have $10.8B invested in Middleby in 2021 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 125 increasing their positions, 107 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

46% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 41

17% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 107

14% more capital invested

Capital invested by funds: $9.44B → $10.8B (+$1.34B)

4% more funds holding

Funds holding: 364 → 377 (+13)

2% more call options, than puts

Call options by funds: $34.7M | Put options by funds: $34M

4.27% less ownership

Funds ownership: 103.06% → 98.8% (-4.3%)

Holders
377
Holders Change
+13
Holders Change %
+3.57%
% of All Funds
5.8%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
60
Increased
125
Reduced
107
Closed
41
Calls
$34.7M
Puts
$34M
Net Calls
+$671K
Net Calls Change
+$11.6M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$115M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$85.1M
3
Goldman Sachs
Goldman Sachs
New York
+$57.2M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$32.5M
5
SP
Sarasin & Partners
United Kingdom
+$32.2M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$125M
2
EIG
EdgePoint Investment Group
Ontario, Canada
-$83.5M
3
DGI
Disciplined Growth Investors
Minnesota
-$49.9M
4
Select Equity Group
Select Equity Group
New York
-$42.9M
5
Victory Capital Management
Victory Capital Management
Texas
-$41.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$105M -$342K -1,873 -0.3%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$100M -$6.09M -33,401 -6%
Northern Trust
28
Northern Trust
Illinois
$90.9M -$1.7M -9,316 -2%
Capital World Investors
29
Capital World Investors
California
$88.4M – – –
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$82.9M -$2.43M -13,298 -3%
Principal Financial Group
31
Principal Financial Group
Iowa
$77.1M +$993K +5,441 +1%
Citadel Advisors
32
Citadel Advisors
Florida
$76.3M -$125M -684,697 -64%
Charles Schwab
33
Charles Schwab
California
$71.8M +$1.72M +9,442 +3%
Select Equity Group
34
Select Equity Group
New York
$70.8M -$42.9M -234,968 -40%
AAM
35
Ardevora Asset Management
United Kingdom
$70.4M +$4.36M +23,900 +7%
BTW
36
Boston Trust Walden
Massachusetts
$68.6M -$18.4K -101 -0%
EVM
37
Eaton Vance Management
Massachusetts
$65.8M +$2.09M +11,461 +4%
PAMS
38
Pictet Asset Management (Switzerland)
Switzerland
$62.7M +$4.24M +23,257 +8%
Balyasny Asset Management
39
Balyasny Asset Management
Illinois
$62M -$6.3M -34,535 -10%
PPA
40
Parametric Portfolio Associates
Washington
$58.7M -$1.22M -6,682 -2%
EIP
41
Epoch Investment Partners
New York
$48.6M +$14.1M +77,309 +46%
Citigroup
42
Citigroup
New York
$48.6M -$2.27M -12,455 -5%
Bank of Nova Scotia
43
Bank of Nova Scotia
Ontario, Canada
$45.7M -$39.3M -215,406 -48%
HighTower Advisors
44
HighTower Advisors
Illinois
$42.4M +$2.61M +14,329 +7%
RA
45
Royce & Associates
New York
$42.3M +$758K +4,152 +2%
Deutsche Bank
46
Deutsche Bank
Germany
$41.4M +$17.2M +94,308 +81%
RP
47
Riverbridge Partners
Minnesota
$39.6M +$950K +5,209 +3%
Alyeska Investment Group
48
Alyeska Investment Group
Illinois
$38.2M +$32.5M +178,350 +1,117%
AI
49
Ariel Investments
Illinois
$32.7M +$581K +3,187 +2%
Amundi
50
Amundi
France
$32.3M -$3.24M -17,759 -10%
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MIDD Hedge Fund Activity: Q4 2021 in Review

377 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q4 2021, worth a combined $10.8B — up 14% from $9.44B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new MIDD positions and 41 closed out — a net gain of 19 holders — while 125 added to existing stakes and 107 trimmed.

The largest buyer was Boston Partners, adding an estimated $115M. The largest seller was Citadel Advisors, cutting an estimated $125M.

  • 377 institutional investors held Middleby (MIDD) as of Q4 2021, up from 364 in Q3 2021.
  • Funds reported $10.8B of Middleby stock for Q4 2021, up 14% quarter-over-quarter.
  • 60 funds opened new Middleby positions in Q4 2021 and 41 closed out, a net change of +19 holders.
  • The largest Middleby buyer in Q4 2021 was Boston Partners, an estimated $115M added.
  • The largest Middleby seller in Q4 2021 was Citadel Advisors, an estimated $125M sold.

Based on aggregated 13F filings for Q4 2021.