Middleby
MIDD
352 hedge funds and large institutions have $6.36B invested in Middleby in 2016 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 112 increasing their positions, 128 reducing their positions, and 24 closing their positions.
154% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 24
15% more call options, than puts
Call options by funds: $17.5M | Put options by funds: $15.3M
10% more funds holding
Funds holding: 320 → 352 (+32)
7% more capital invested
Capital invested by funds: $5.93B → $6.36B (+$433M)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
13% less repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 128
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$88.6M |
| 2 |
JP Morgan Chase
New York
|
+$53M |
| 3 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$51.4M |
| 4 |
Public Employees Retirement Association of Colorado
Denver,
Colorado
|
+$46.7M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$29.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Pennant Capital Management
Summit,
New Jersey
|
-$121M |
| 2 |
BAMCO Inc
New York
|
-$77.2M |
| 3 |
SC
Sculptor Capital
New York
|
-$50.7M |
| 4 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$23.1M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$22.9M |
MIDD Hedge Fund Activity: Q2 2016 in Review
352 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q2 2016, worth a combined $6.36B — up 7.3% from $5.93B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new MIDD positions and 24 closed out — a net gain of 37 holders — while 112 added to existing stakes and 128 trimmed.
The largest buyer was Artisan Partners, adding an estimated $88.6M. The largest seller was Pennant Capital Management, exiting entirely with an estimated $121M sold.
- 352 institutional investors held Middleby (MIDD) as of Q2 2016, up from 320 in Q1 2016.
- Funds reported $6.36B of Middleby stock for Q2 2016, up 7.3% quarter-over-quarter.
- 61 funds opened new Middleby positions in Q2 2016 and 24 closed out, a net change of +37 holders.
- The largest Middleby buyer in Q2 2016 was Artisan Partners, an estimated $88.6M added.
- The largest Middleby seller in Q2 2016 was Pennant Capital Management, an estimated $121M sold.
Based on aggregated 13F filings for Q2 2016.