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Middleby
MIDD

292 hedge funds and large institutions have $4.55B invested in Middleby in 2014 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 88 increasing their positions, 121 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 20

75% more funds holding in top 10

Funds holding in top 10: 8 → 14 (+6)

10% more capital invested

Capital invested by funds: $4.15B → $4.55B (+$397M)

7% more funds holding

Funds holding: 274 → 292 (+18)

27% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 121

50% less call options, than puts

Call options by funds: $22.1M | Put options by funds: $44.3M

Holders
292
Holders Change
+18
Holders Change %
+6.57%
% of All Funds
8.43%
Holding in Top 10
14
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+75%
% of All Funds
0.4%
New
40
Increased
88
Reduced
121
Closed
20
Calls
$22.1M
Puts
$44.3M
Net Calls
-$22.2M
Net Calls Change
+$2.31M

Top Buyers

1
William Blair & Company
William Blair & Company
Illinois
+$49.7M
2
JP Morgan Chase
JP Morgan Chase
New York
+$34.7M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$29.2M
4
LBG
Lloyds Banking Group
United Kingdom
+$24.3M
5
CGI
CI Global Investments
California
+$23.3M

Top Sellers

1
SAM
Southernsun Asset Management
Tennessee
-$59.7M
2
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
-$39.6M
3
ACM
Atlanta Capital Management
Georgia
-$28.7M
4
VBA
Van Berkom & Associates
Quebec, Canada
-$24M
5
SAM
Sentinel Asset Management
Vermont
-$12.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
101
Invesco
Georgia
$4.73M +$667K +7,644 +17%
U
102
UBS
Switzerland
$4.56M +$1.13M +12,924 +33%
NAM
103
Nichols Asset Management
Massachusetts
$4.45M -$3.15M -36,102 -42%
State Board of Administration of Florida Retirement System
104
State Board of Administration of Florida Retirement System
Florida
$4.1M -$666K -7,632 -14%
LGC
105
Laurel Grove Capital
California
$4.08M -$26.2K -300 -0.6%
TCM
106
Timpani Capital Management
Wisconsin
$3.95M +$1.72M +19,695 +78%
Royal Bank of Canada
107
Royal Bank of Canada
Ontario, Canada
$3.93M +$593K +6,792 +18%
TA
108
Teton Advisors
New York
$3.91M – – –
MLICM
109
Metropolitan Life Insurance Company (MetLife)
New York
$3.87M -$145K -1,659 -4%
DekaBank Deutsche Girozentrale
110
DekaBank Deutsche Girozentrale
Germany
$3.62M -$523K -6,000 -13%
BG
111
BlackRock Group
United Kingdom
$3.62M +$736K +8,436 +26%
MAM
112
Mizuho Asset Management
Japan
$3.61M +$34K +390 +1%
AB
113
AT Bancorp
Iowa
$3.59M -$59.2K -678 -2%
PI
114
Placemark Investments
Illinois
$3.52M +$1M +11,496 +40%
LCG
115
Lisanti Capital Growth
New York
$3.47M -$24.9K -285 -0.7%
AIG
116
American International Group
New York
$3.46M +$80.4K +921 +2%
TCM
117
Tributary Capital Management
Nebraska
$3.45M +$517K +5,925 +18%
CWM
118
Cabot Wealth Management
Massachusetts
$3.39M -$1.09M -12,534 -25%
PPA
119
Parametric Portfolio Associates
Washington
$3.37M -$5.24K -60 -0.2%
ACM
120
Apex Capital Management
Ohio
$3.34M +$443K +5,073 +15%
BA
121
BlackRock Advisors
Delaware
$3.33M +$140K +1,605 +4%
VOYA Investment Management
122
VOYA Investment Management
Georgia
$3.24M – – –
FMT
123
First Mercantile Trust
Tennessee
$3.18M -$751K -8,613 -19%
Two Sigma Investments
124
Two Sigma Investments
New York
$3.02M +$2.99M +34,257 New
D.E. Shaw & Co
125
D.E. Shaw & Co
New York
$2.94M -$2.6M -29,811 -47%
3 4
5
6 7

MIDD Hedge Fund Activity: Q1 2014 in Review

292 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q1 2014, worth a combined $4.55B — up 9.6% from $4.15B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new MIDD positions and 20 closed out — a net gain of 20 holders — while 88 added to existing stakes and 121 trimmed.

The largest buyer was William Blair & Company, adding an estimated $49.7M. The largest seller was Southernsun Asset Management, cutting an estimated $59.7M.

  • 292 institutional investors held Middleby (MIDD) as of Q1 2014, up from 274 in Q4 2013.
  • Funds reported $4.55B of Middleby stock for Q1 2014, up 9.6% quarter-over-quarter.
  • 40 funds opened new Middleby positions in Q1 2014 and 20 closed out, a net change of +20 holders.
  • The largest Middleby buyer in Q1 2014 was William Blair & Company, an estimated $49.7M added.
  • The largest Middleby seller in Q1 2014 was Southernsun Asset Management, an estimated $59.7M sold.

Based on aggregated 13F filings for Q1 2014.