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Middleby

383 hedge funds and large institutions have $7.19B invested in Middleby in 2016 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 121 increasing their positions, 128 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,638% more call options, than puts

Call options by funds: $214M | Put options by funds: $5.73M

97% more ownership

Funds ownership: 0%97% (+97%)

61% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 44

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

7% more capital invested

Capital invested by funds: $6.69B → $7.19B (+$497M)

6% more funds holding

Funds holding: 360383 (+23)

5% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 128

Holders
383
Holders Change
+23
Holders Change %
+6.39%
% of All Funds
9.57%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.28%
New
71
Increased
121
Reduced
128
Closed
44
Calls
$214M
Puts
$5.73M
Net Calls
+$208M
Net Calls Change
+$195M
Name Holding Trade Value Shares
Change
Change in
Stake
CM
51
Castleark Management
Illinois
$31.5M +$25.9M +205,875 +531%
Deutsche Bank
52
Deutsche Bank
Germany
$30.6M -$6.75M -53,597 -18%
BRC
53
Blue Ridge Capital
New York
$29.6M +$29M +230,024 New
KI
54
Kalmar Investments
Delaware
$29.2M -$7.33M -58,248 -20%
Loomis, Sayles & Company
55
Loomis, Sayles & Company
Massachusetts
$28.2M -$1.19M -9,434 -4%
Dimensional Fund Advisors
56
Dimensional Fund Advisors
Texas
$27.4M +$306K +2,435 +1%
BG
57
BlackRock Group
United Kingdom
$26.7M +$18.9M +150,032 +262%
EAM
58
Eagle Asset Management
Florida
$24.7M -$282K -2,243 -1%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$24.4M +$3.1M +24,644 +15%
PPA
60
Parametric Portfolio Associates
Washington
$24.2M +$12.1M +96,141 +105%
TA
61
Teachers Advisors
New York
$23.1M +$400K +3,180 +2%
Charles Schwab
62
Charles Schwab
California
$22.5M +$1.61M +12,808 +8%
Lord, Abbett & Co
63
Lord, Abbett & Co
New Jersey
$22.3M -$20.7M -164,289 -49%
ESCM
64
Echo Street Capital Management
New York
$22M -$7.51M -59,644 -26%
SC
65
Sculptor Capital
New York
$21.6M -$90M -714,699 -81%
Invesco
66
Invesco
Georgia
$21.1M +$39.9K +317 +0.2%
JMPWA
67
JP Morgan Private Wealth Advisors
California
$20.9M -$1.18M -9,352 -5%
Ameriprise
68
Ameriprise
Minnesota
$20.9M -$2.65M -21,082 -11%
Sumitomo Mitsui Trust Group
69
Sumitomo Mitsui Trust Group
Japan
$20.7M +$20.2M +160,486 New
MPIA
70
Mountain Pacific Investment Advisers
Idaho
$20.6M
Swiss National Bank
71
Swiss National Bank
Switzerland
$20.6M +$8.44M +67,073 +72%
Brown Advisory
72
Brown Advisory
Maryland
$19.9M +$5.35M +42,533 +38%
MFWM
73
Motley Fool Wealth Management
Virginia
$19.2M +$108K +858 +0.6%
EAM
74
EULAV Asset Management
Florida
$18.3M
WF
75
Welch & Forbes
Massachusetts
$17.9M +$1.5M +11,945 +9%

MIDD Hedge Fund Activity: Q4 2016 in Review

383 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q4 2016, worth a combined $7.19B — up 7.4% from $6.69B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new MIDD positions and 44 closed out — a net gain of 27 holders — while 121 added to existing stakes and 128 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $104M. The largest seller was Sculptor Capital, cutting an estimated $90M.

  • 383 institutional investors held Middleby (MIDD) as of Q4 2016, up from 360 in Q3 2016.
  • Funds reported $7.19B of Middleby stock for Q4 2016, up 7.4% quarter-over-quarter.
  • 71 funds opened new Middleby positions in Q4 2016 and 44 closed out, a net change of +27 holders.
  • The largest Middleby buyer in Q4 2016 was Wellington Management Group, an estimated $104M added.
  • The largest Middleby seller in Q4 2016 was Sculptor Capital, an estimated $90M sold.

Based on aggregated 13F filings for Q4 2016.