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Middleby
MIDD

292 hedge funds and large institutions have $4.55B invested in Middleby in 2014 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 88 increasing their positions, 121 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 20

75% more funds holding in top 10

Funds holding in top 10: 8 → 14 (+6)

10% more capital invested

Capital invested by funds: $4.15B → $4.55B (+$397M)

7% more funds holding

Funds holding: 274 → 292 (+18)

27% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 121

50% less call options, than puts

Call options by funds: $22.1M | Put options by funds: $44.3M

Holders
292
Holders Change
+18
Holders Change %
+6.57%
% of All Funds
8.43%
Holding in Top 10
14
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+75%
% of All Funds
0.4%
New
40
Increased
88
Reduced
121
Closed
20
Calls
$22.1M
Puts
$44.3M
Net Calls
-$22.2M
Net Calls Change
+$2.31M

Top Buyers

1
William Blair & Company
William Blair & Company
Illinois
+$49.7M
2
JP Morgan Chase
JP Morgan Chase
New York
+$34.7M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$29.2M
4
LBG
Lloyds Banking Group
United Kingdom
+$24.3M
5
CGI
CI Global Investments
California
+$23.3M

Top Sellers

1
SAM
Southernsun Asset Management
Tennessee
-$59.7M
2
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
-$39.6M
3
ACM
Atlanta Capital Management
Georgia
-$28.7M
4
VBA
Van Berkom & Associates
Quebec, Canada
-$24M
5
SAM
Sentinel Asset Management
Vermont
-$12.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
WC
51
Weatherbie Capital
Massachusetts
$21.4M -$711K -8,151 -3%
MAA
52
Managed Account Advisors
New Jersey
$21.4M -$6.6M -75,621 -24%
TCIM
53
TIAA CREF Investment Management
New York
$20.6M -$33.2K -381 -0.2%
SO
54
STRS Ohio
Ohio
$20.4M -$4.8M -54,960 -19%
MPIA
55
Mountain Pacific Investment Advisers
Idaho
$19.3M +$209K +2,400 +1%
EMFAT
56
Emerald Mutual Fund Advisers Trust
Pennsylvania
$18.4M -$10.8M -123,648 -37%
Charles Schwab
57
Charles Schwab
California
$18M +$1.07M +12,216 +6%
TA
58
Teachers Advisors
New York
$17.5M +$969K +11,103 +6%
Allianz Asset Management
59
Allianz Asset Management
Germany
$16.9M +$2.97M +34,050 +21%
Morgan Stanley
60
Morgan Stanley
New York
$16.2M +$4.54M +51,984 +40%
California Public Employees Retirement System
61
California Public Employees Retirement System
California
$15.6M +$1M +11,466 +7%
Deutsche Bank
62
Deutsche Bank
Germany
$15.5M +$4.77M +54,660 +45%
OAM
63
Origin Asset Management
United Kingdom
$15.1M -$3.15M -36,150 -17%
ZIM
64
Zacks Investment Management
Illinois
$14.4M +$317K +3,633 +2%
RHJA
65
Rice Hall James & Associates
California
$14M -$5.41M -62,040 -28%
BIM
66
BlackRock Investment Management
Delaware
$13.7M +$73.5K +843 +0.5%
WRF
67
Waddell & Reed Financial
Kansas
$13.5M -$12.5M -142,845 -48%
Millennium Management
68
Millennium Management
New York
$12.8M +$12.7M +145,431 New
EAM
69
EULAV Asset Management
Florida
$12.2M +$471K +5,400 +4%
UBS AM
70
UBS AM
Illinois
$11.5M -$3.43M -39,300 -23%
FA
71
Friess Associates
Delaware
$11.5M +$11.4M +130,500 New
SCM
72
Sandler Capital Management
New York
$11.2M +$759K +8,700 +7%
New York State Common Retirement Fund
73
New York State Common Retirement Fund
New York
$10.6M +$2.47M +28,350 +31%
BTW
74
Boston Trust Walden
Massachusetts
$10.3M -$2.08M -23,892 -17%
TG
75
TCW Group
California
$9.49M +$8.82M +101,127 +1,532%
1 2
3
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MIDD Hedge Fund Activity: Q1 2014 in Review

292 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q1 2014, worth a combined $4.55B — up 9.6% from $4.15B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new MIDD positions and 20 closed out — a net gain of 20 holders — while 88 added to existing stakes and 121 trimmed.

The largest buyer was William Blair & Company, adding an estimated $49.7M. The largest seller was Southernsun Asset Management, cutting an estimated $59.7M.

  • 292 institutional investors held Middleby (MIDD) as of Q1 2014, up from 274 in Q4 2013.
  • Funds reported $4.55B of Middleby stock for Q1 2014, up 9.6% quarter-over-quarter.
  • 40 funds opened new Middleby positions in Q1 2014 and 20 closed out, a net change of +20 holders.
  • The largest Middleby buyer in Q1 2014 was William Blair & Company, an estimated $49.7M added.
  • The largest Middleby seller in Q1 2014 was Southernsun Asset Management, an estimated $59.7M sold.

Based on aggregated 13F filings for Q1 2014.