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Middleby

366 hedge funds and large institutions have $7.77B invested in Middleby in 2017 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 98 increasing their positions, 137 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more call options, than puts

Call options by funds: $52M | Put options by funds: $15.7M

56% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 39

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

9% more capital invested

Capital invested by funds: $7.15B → $7.77B (+$623M)

6.19% more ownership

Funds ownership: 96.89%103.08% (+6.2%)

6% more funds holding

Funds holding: 346366 (+20)

28% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 137

Holders
366
Holders Change
+20
Holders Change %
+5.78%
% of All Funds
8.3%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
61
Increased
98
Reduced
137
Closed
39
Calls
$52M
Puts
$15.7M
Net Calls
+$36.4M
Net Calls Change
+$20.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CCI
51
Columbus Circle Investors
$26.2M +$23.8M +194,128 New
Nordea Investment Management
52
Nordea Investment Management
Sweden
$25.2M +$12.1M +98,536 +112%
CRC
53
Curi RMB Capital
Illinois
$23M +$5.04M +41,230 +32%
Sumitomo Mitsui Trust Group
54
Sumitomo Mitsui Trust Group
Japan
$22.5M +$90.2K +737 +0.4%
TCIM
55
TIAA CREF Investment Management
New York
$21.8M -$8.37M -68,393 -30%
PAMU
56
Pictet Asset Management (UK)
United Kingdom
$20.2M +$3.95M +32,302 +27%
NC
57
Nicholas Company
Wisconsin
$18.6M -$26.9K -220 -0.2%
JMPWA
58
JP Morgan Private Wealth Advisors
California
$18.3M -$852K -6,963 -5%
GKIM
59
GW&K Investment Management
Massachusetts
$18M -$21.4M -175,200 -57%
EAM
60
EULAV Asset Management
Florida
$17.6M -$1.44M -11,800 -8%
California Public Employees Retirement System
61
California Public Employees Retirement System
California
$16.8M +$440K +3,600 +3%
TAM
62
Trillium Asset Management
Massachusetts
$15.9M +$5.39M +44,061 +60%
WF
63
Welch & Forbes
Massachusetts
$15.6M -$6.58M -53,759 -32%
Mitsubishi UFJ Trust & Banking
64
Mitsubishi UFJ Trust & Banking
Japan
$15.3M +$19.9K +163 +0.1%
CM
65
Castleark Management
Illinois
$15.3M -$6.42M -52,479 -32%
AAMU
66
Amundi Asset Management US
Massachusetts
$14.9M +$13.5M +110,182 New
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$14.5M -$7.5M -61,257 -36%
Aberdeen Group
68
Aberdeen Group
United Kingdom
$13.7M
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$12.4M -$355K -2,901 -3%
AAM
70
Aureus Asset Management
Massachusetts
$12.3M +$448K +3,665 +4%
NPF
71
Norris Perne & French
Michigan
$12.1M +$100K +820 +0.9%
ORI
72
Oak Ridge Investments
Illinois
$11.9M -$5.6M -45,780 -34%
Asset Management One
73
Asset Management One
Japan
$11.6M -$49.6K -405 -0.5%
BFO
74
Boston Family Office
Massachusetts
$11.5M -$91.2K -745 -0.9%
Daiwa Securities Group
75
Daiwa Securities Group
Japan
$11.3M +$4.36M +35,599 +74%