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Middleby

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: 35 (+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: 364377 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
AWG
51
Alpha Wave Global
New York
$30.2M +$11.8M +64,924 +73%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$28.4M +$525K +2,877 +2%
CQS
53
Credential Qtrade Securities
$28.3M +$1.56M +8,565 +6%
Ameriprise
54
Ameriprise
Minnesota
$27M +$223K +1,224 +0.9%
FAM
55
Fred Alger Management
New York
$25M +$4.73M +25,905 +26%
Swiss National Bank
56
Swiss National Bank
Switzerland
$24.1M -$73K -400 -0.3%
California Public Employees Retirement System
57
California Public Employees Retirement System
California
$23.3M -$949K -5,201 -4%
N
58
Nuveen
North Carolina
$23.1M -$32.6M -178,853 -60%
WMC
59
Westwood Management Corporation
Illinois
$22.4M
First Trust Advisors
60
First Trust Advisors
Illinois
$22.1M +$4.23M +23,190 +26%
D.E. Shaw & Co
61
D.E. Shaw & Co
New York
$21.7M -$18.2M -99,737 -48%
DMIC
62
Dixon Mitchell Investment Counsel
British Columbia, Canada
$20.1M +$1.02M +5,603 +6%
NPF
63
Norris Perne & French
Michigan
$20M -$101K -554 -0.5%
Morgan Stanley
64
Morgan Stanley
New York
$19.8M -$7.44M -40,758 -29%
AIG
65
American International Group
New York
$18.5M -$317K -1,735 -2%
UBS AM
66
UBS AM
Illinois
$17.2M -$896K -4,909 -5%
Adage Capital Partners
67
Adage Capital Partners
Massachusetts
$16.8M -$6.88M -37,700 -31%
Legal & General Group
68
Legal & General Group
United Kingdom
$16.7M +$728K +3,992 +5%
DGI
69
Disciplined Growth Investors
Minnesota
$16.6M -$49.9M -273,540 -76%
Russell Investments Group
70
Russell Investments Group
United Kingdom
$16.3M +$11.7M +64,250 +344%
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
$15.9M +$3.35M +18,360 +29%
Millennium Management
72
Millennium Management
New York
$15.6M -$13.9M -76,417 -49%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$15.2M -$2.89M -15,867 -17%
New York State Common Retirement Fund
74
New York State Common Retirement Fund
New York
$15.1M +$17.7K +97 +0.1%
DCM
75
Driehaus Capital Management
Illinois
$14.9M +$309K +1,696 +2%

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.