We are live on ! Find out more
MIDD icon

Middleby

349 hedge funds and large institutions have $6.41B invested in Middleby in 2019 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 113 increasing their positions, 126 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more call options, than puts

Call options by funds: $42.1M | Put options by funds: $12.3M

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1.23% less ownership

Funds ownership: 99.81%98.59% (-1.2%)

9% less funds holding

Funds holding: 383349 (-34)

10% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 126

15% less capital invested

Capital invested by funds: $7.53B → $6.41B (-$1.11B)

48% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 71

Holders
349
Holders Change
-34
Holders Change %
-8.88%
% of All Funds
7.65%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
37
Increased
113
Reduced
126
Closed
71
Calls
$42.1M
Puts
$12.3M
Net Calls
+$29.8M
Net Calls Change
+$35.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
76
Aureus Asset Management
Massachusetts
$7.81M -$486K -3,965 -6%
GF
77
Gabelli Funds
New York
$7.6M -$270K -2,200 -3%
JMPWA
78
JP Morgan Private Wealth Advisors
California
$7.45M -$29.4K -240 -0.4%
CB
79
Commerce Bank
Missouri
$6.67M +$7M +57,030 New
CS
80
Credit Suisse
Switzerland
$6.53M -$482K -3,929 -7%
UBS Group
81
UBS Group
Switzerland
$6.49M -$83.5K -681 -1%
Renaissance Technologies
82
Renaissance Technologies
New York
$6.44M -$17.9M -146,200 -73%
RhumbLine Advisers
83
RhumbLine Advisers
Massachusetts
$6.33M +$12.6K +103 +0.2%
State of New Jersey Common Pension Fund D
84
State of New Jersey Common Pension Fund D
New Jersey
$6.08M +$6.38M +52,000 New
Ameriprise
85
Ameriprise
Minnesota
$5.99M +$188K +1,531 +3%
DDC
86
DF Dent & Co
Maryland
$5.79M +$177K +1,442 +3%
MSV
87
MN Services Vermogensbeheer
Netherlands
$5.68M +$2.47M +20,158 +71%
TA
88
Teton Advisors
New York
$5.07M -$123K -1,000 -2%
Mitsubishi UFJ Trust & Banking
89
Mitsubishi UFJ Trust & Banking
Japan
$4.98M -$182K -1,481 -3%
LWIC
90
Leith Wheeler Investment Counsel
British Columbia, Canada
$4.43M +$99.4K +810 +2%
First Trust Advisors
91
First Trust Advisors
Illinois
$4.4M -$652K -5,312 -12%
OCM
92
Olstein Capital Management
New York
$4.09M +$4.29M +35,000 New
BC
93
Brinker Capital
Pennsylvania
$3.91M +$438K +3,570 +12%
AllianceBernstein
94
AllianceBernstein
Tennessee
$3.75M +$123 +1 +0%
TU
95
TDAM USA
Ontario, Canada
$3.51M +$3.68M +30,023 New
TRSOTSOK
96
Teachers Retirement System of the State of Kentucky
Kentucky
$3.43M
Asset Management One
97
Asset Management One
Japan
$3.22M +$22.6K +184 +0.7%
GCM
98
Galibier Capital Management
Ontario, Canada
$3.22M +$320K +2,605 +10%
SEI Investments
99
SEI Investments
Pennsylvania
$3.2M +$610K +4,975 +22%
AAMU
100
Amundi Asset Management US
Massachusetts
$3M +$487K +3,969 +18%

MIDD Hedge Fund Activity: Q3 2019 in Review

349 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q3 2019, worth a combined $6.41B — down 15% from $7.53B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of MIDD and 37 opened new positions — a net loss of 34 holders — while 126 trimmed existing stakes and 113 added.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $137M. The largest seller was Eminence Capital, exiting entirely with an estimated $173M sold.

  • 349 institutional investors held Middleby (MIDD) as of Q3 2019, down from 383 in Q2 2019.
  • Funds reported $6.41B of Middleby stock for Q3 2019, down 15% quarter-over-quarter.
  • 37 funds opened new Middleby positions in Q3 2019 and 71 closed out, a net change of -34 holders.
  • The largest Middleby buyer in Q3 2019 was Viking Global Investors, an estimated $137M added.
  • The largest Middleby seller in Q3 2019 was Eminence Capital, an estimated $173M sold.

Based on aggregated 13F filings for Q3 2019.