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Middleby
MIDD

Overview Fund Activity

329 hedge funds and large institutions have $5.51B invested in Middleby in 2015 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 129 increasing their positions, 107 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
+14
Holders Change %
+4.44%
% of All Funds
9.2%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.36%
New
39
Increased
129
Reduced
107
Closed
24
Calls
$9.83M
Puts
$12.3M
Net Calls
-$2.48M
Net Calls Change
-$573K

Top Buyers

1
SC
1
Sculptor Capital
New York
$261M
2
Goldman Sachs
2
Goldman Sachs
New York
$156M
3
ACM
3
Apex Capital Management
Ohio
$51.7M
4
JHIU
4
Janus Henderson Investors US
Colorado
$44.7M
5
Bank of America
5
Bank of America
North Carolina
$43.7M

Top Sellers

1
William Blair & Company
1
William Blair & Company
Illinois
$8.02M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$128M
3
CWAM
3
Columbia Wanger Asset Management
Illinois
$84.5M
4
CM
4
Churchill Management
California
$0
5
Millennium Management
5
Millennium Management
New York
$3.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
51
J.P. Morgan Private Wealth Advisors
California
$28M +$1.22M +11,601 +5%
WC
52
Weatherbie Capital
Massachusetts
$27.9M -$3.66M -34,829 -12%
Dimensional Fund Advisors
53
Dimensional Fund Advisors
Texas
$27.9M -$2.4M -22,856 -8%
Ameriprise
54
Ameriprise
Minnesota
$26.4M -$3.45M -32,867 -12%
Loomis, Sayles & Company
55
Loomis, Sayles & Company
Massachusetts
$24M +$104K +993 +0.4%
GKIM
56
GW&K Investment Management
Massachusetts
$23.6M +$2.34M +22,224 +11%
Invesco
57
Invesco
Georgia
$19.6M -$323K -3,071 -2%
CS
58
Credit Suisse
Switzerland
$19.2M +$1.32M +12,535 +7%
Luther King Capital Management (LKCM)
59
Luther King Capital Management (LKCM)
Texas
$18.7M -$572K -5,440 -3%
MPIA
60
Mountain Pacific Investment Advisers
Idaho
$18.7M -$589K -5,600 -3%
CGI
61
CI Global Investments
California
$18M -$8.83M -83,900 -33%
California Public Employees Retirement System
62
California Public Employees Retirement System
California
$17.5M +$21K +200 +0.1%
WRF
63
Waddell & Reed Financial
Kansas
$16.6M -$5.55M -52,772 -25%
LCM
64
Logan Capital Management
Pennsylvania
$16M -$1.05M -9,960 -6%
Morgan Stanley
65
Morgan Stanley
New York
$15.6M -$1.86M -17,691 -11%
ACP
66
Ashfield Capital Partners
California
$15.2M +$15.2M +144,581 New
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$14.8M -$5.23M -49,736 -26%
MFWM
68
Motley Fool Wealth Management
Virginia
$14.8M +$2.5M +23,793 +20%
RFC
69
Russell Frank Company
Washington
$14.3M -$1.54M -14,687 -10%
EAM
70
EULAV Asset Management
Florida
$14.3M – – –
Allianz Asset Management
71
Allianz Asset Management
Germany
$14.2M +$750K +7,134 +6%
Charles Schwab
72
Charles Schwab
California
$13.6M -$3.54M -33,620 -21%
Fidelity Investments
73
Fidelity Investments
Massachusetts
$13.5M -$252K -2,400 -2%
IG
74
Ithaka Group
Virginia
$12.8M +$1.66M +15,779 +15%
BFO
75
Boston Family Office
Massachusetts
$12.7M +$154K +1,464 +1%
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