Middleby
MIDD
350 hedge funds and large institutions have $8.02B invested in Middleby in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 126 increasing their positions, 108 reducing their positions, and 23 closing their positions.
96% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 23
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
17% more repeat investments, than reductions
Existing positions increased: 126 | Existing positions reduced: 108
13% more capital invested
Capital invested by funds: $7.12B → $8.02B (+$893M)
6% more funds holding
Funds holding: 331 → 350 (+19)
0.85% more ownership
Funds ownership: 99.99% → 100.83% (+0.85%)
84% less call options, than puts
Call options by funds: $19.6M | Put options by funds: $126M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SP
Sarasin & Partners
London,
United Kingdom
|
+$239M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
+$52.6M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$52.1M |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
+$40.7M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$38.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$276M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$131M |
| 3 |
JP Morgan Chase
New York
|
-$65.2M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$49.1M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$34.7M |
MIDD Hedge Fund Activity: Q1 2023 in Review
350 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q1 2023, worth a combined $8.02B — up 13% from $7.12B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new MIDD positions and 23 closed out — a net gain of 22 holders — while 126 added to existing stakes and 108 trimmed.
The largest buyer was Sarasin & Partners, adding an estimated $239M. The largest seller was Brookfield Corp, exiting entirely with an estimated $276M sold.
- 350 institutional investors held Middleby (MIDD) as of Q1 2023, up from 331 in Q4 2022.
- Funds reported $8.02B of Middleby stock for Q1 2023, up 13% quarter-over-quarter.
- 45 funds opened new Middleby positions in Q1 2023 and 23 closed out, a net change of +22 holders.
- The largest Middleby buyer in Q1 2023 was Sarasin & Partners, an estimated $239M added.
- The largest Middleby seller in Q1 2023 was Brookfield Corp, an estimated $276M sold.
Based on aggregated 13F filings for Q1 2023.