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Middleby
MIDD

274 hedge funds and large institutions have $4.15B invested in Middleby in 2013 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 101 increasing their positions, 105 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 17

15% more capital invested

Capital invested by funds: $3.6B → $4.15B (+$548M)

8% more funds holding

Funds holding: 254 → 274 (+20)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

4% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 105

63% less call options, than puts

Call options by funds: $14.4M | Put options by funds: $38.8M

Holders
274
Holders Change
+20
Holders Change %
+7.87%
% of All Funds
7.95%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
37
Increased
101
Reduced
105
Closed
17
Calls
$14.4M
Puts
$38.8M
Net Calls
-$24.5M
Net Calls Change
-$6.76M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$36.5M
2
NAP
New Amsterdam Partners
New York
+$19.4M
3
RP
Riverbridge Partners
Minnesota
+$18.1M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$16.3M
5
LBG
Lloyds Banking Group
United Kingdom
+$15.9M

Top Sellers

1
CM
Castleark Management
Illinois
-$69.4M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$29.8M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$29.8M
4
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
-$16.9M
5
PCM
Pennant Capital Management
New Jersey
-$14.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
D.E. Shaw & Co
101
D.E. Shaw & Co
New York
$5.06M +$1.55M +20,892 +49%
Lord, Abbett & Co
102
Lord, Abbett & Co
New Jersey
$5.04M -$29.8M -402,069 -86%
RA
103
Royce & Associates
New York
$4.68M – – –
State Board of Administration of Florida Retirement System
104
State Board of Administration of Florida Retirement System
Florida
$4.33M -$52.9K -714 -1%
CWM
105
Cabot Wealth Management
Massachusetts
$4.08M +$666 +9 +0%
Swiss National Bank
106
Swiss National Bank
Switzerland
$3.89M +$44.4K +600 +1%
DekaBank Deutsche Girozentrale
107
DekaBank Deutsche Girozentrale
Germany
$3.81M +$187K +2,520 +6%
LGC
108
Laurel Grove Capital
California
$3.73M +$33.3K +450 +1%
Invesco
109
Invesco
Georgia
$3.68M -$343K -4,635 -9%
MLICM
110
Metropolitan Life Insurance Company (MetLife)
New York
$3.65M +$92.8K +1,254 +3%
FMT
111
First Mercantile Trust
Tennessee
$3.58M -$2.67K -36 -0.1%
TA
112
Teton Advisors
New York
$3.55M – – –
AB
113
AT Bancorp
Iowa
$3.31M -$32.2K -435 -1%
MAM
114
Mizuho Asset Management
Japan
$3.25M +$3.01M +40,650 New
LCG
115
Lisanti Capital Growth
New York
$3.17M +$812K +10,965 +38%
U
116
UBS
Switzerland
$3.1M +$302K +4,080 +12%
AIG
117
American International Group
New York
$3.07M +$37.3K +504 +1%
PPA
118
Parametric Portfolio Associates
Washington
$3.06M +$599K +8,088 +27%
Royal Bank of Canada
119
Royal Bank of Canada
Ontario, Canada
$3.02M +$136K +1,839 +5%
EAM
120
Eagle Asset Management
Florida
$2.99M -$1.01M -13,695 -27%
VOYA Investment Management
121
VOYA Investment Management
Georgia
$2.94M – – –
SCM
122
Suffolk Capital Management
New York
$2.9M -$311K -4,200 -10%
BA
123
BlackRock Advisors
Delaware
$2.89M +$174K +2,352 +7%
Mackenzie Financial
124
Mackenzie Financial
Ontario, Canada
$2.81M +$674K +9,111 +35%
LMGAM
125
Liberty Mutual Group Asset Management
Massachusetts
$2.79M – – –
3 4
5
6 7

MIDD Hedge Fund Activity: Q4 2013 in Review

274 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q4 2013, worth a combined $4.15B — up 15% from $3.6B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new MIDD positions and 17 closed out — a net gain of 20 holders — while 101 added to existing stakes and 105 trimmed.

The largest buyer was American Century Companies, adding an estimated $36.5M. The largest seller was Castleark Management, cutting an estimated $69.4M.

  • 274 institutional investors held Middleby (MIDD) as of Q4 2013, up from 254 in Q3 2013.
  • Funds reported $4.15B of Middleby stock for Q4 2013, up 15% quarter-over-quarter.
  • 37 funds opened new Middleby positions in Q4 2013 and 17 closed out, a net change of +20 holders.
  • The largest Middleby buyer in Q4 2013 was American Century Companies, an estimated $36.5M added.
  • The largest Middleby seller in Q4 2013 was Castleark Management, an estimated $69.4M sold.

Based on aggregated 13F filings for Q4 2013.