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Middleby

383 hedge funds and large institutions have $7.19B invested in Middleby in 2016 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 121 increasing their positions, 128 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,638% more call options, than puts

Call options by funds: $214M | Put options by funds: $5.73M

97% more ownership

Funds ownership: 0%97% (+97%)

61% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 44

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

7% more capital invested

Capital invested by funds: $6.69B → $7.19B (+$497M)

6% more funds holding

Funds holding: 360383 (+23)

5% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 128

Holders
383
Holders Change
+23
Holders Change %
+6.39%
% of All Funds
9.57%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.28%
New
71
Increased
121
Reduced
128
Closed
44
Calls
$214M
Puts
$5.73M
Net Calls
+$208M
Net Calls Change
+$195M
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
101
Kennedy Capital Management
Missouri
$8.42M +$1M +7,964 +14%
RhumbLine Advisers
102
RhumbLine Advisers
Massachusetts
$8.21M +$621K +4,930 +8%
HI
103
Handelsinvest Investeringsforvaltning
Denmark
$8.17M
TRSOTSOK
104
Teachers Retirement System of the State of Kentucky
Kentucky
$7.9M +$1.03M +8,174 +15%
DZ Bank
105
DZ Bank
Germany
$7.88M +$7.7M +61,147 New
NPF
106
Norris Perne & French
Michigan
$7.83M +$9.44K +75 +0.1%
TAM
107
Trillium Asset Management
Massachusetts
$6.98M -$1.35M -10,709 -17%
HIC
108
Hartline Investment Corp
Illinois
$6.87M -$198K -1,571 -3%
UBS Group
109
UBS Group
Switzerland
$6.81M +$217K +1,724 +3%
Citadel Advisors
110
Citadel Advisors
Florida
$6.75M -$13.5M -107,281 -67%
BlackRock
111
BlackRock
New York
$6.73M +$5.59M +44,387 +563%
US Bancorp
112
US Bancorp
Minnesota
$6.43M +$111K +884 +2%
NC
113
Nicholas Company
Wisconsin
$6.3M +$329K +2,610 +6%
FIM
114
Friedberg Investment Management
Texas
$6.05M -$1.89M -15,045 -24%
CIS
115
Connors Investor Services
Pennsylvania
$5.98M +$5.84M +46,425 New
BCM
116
Bluefin Capital Management
New York
$5.97M +$5.84M +46,383 New
TA
117
Teton Advisors
New York
$5.72M
MCM
118
Mitchell Capital Management
Kansas
$5.59M -$301K -2,395 -5%
WRM
119
Weybosset Research & Management
Rhode Island
$5.46M +$53.5K +425 +1%
DADC
120
D.A. Davidson & Co
Montana
$5.24M +$139K +1,107 +3%
BC
121
Brinker Capital
Pennsylvania
$4.93M +$4.82M +38,268 New
William Blair & Company
122
William Blair & Company
Illinois
$4.88M +$77.5K +616 +2%
Envestnet Asset Management
123
Envestnet Asset Management
Illinois
$4.76M +$449K +3,569 +11%
Credit Agricole
124
Credit Agricole
France
$4.68M +$4.57M +36,300 New
LCM
125
Laurion Capital Management
New York
$4.68M +$4.57M +36,300 New

MIDD Hedge Fund Activity: Q4 2016 in Review

383 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q4 2016, worth a combined $7.19B — up 7.4% from $6.69B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new MIDD positions and 44 closed out — a net gain of 27 holders — while 121 added to existing stakes and 128 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $104M. The largest seller was Sculptor Capital, cutting an estimated $90M.

  • 383 institutional investors held Middleby (MIDD) as of Q4 2016, up from 360 in Q3 2016.
  • Funds reported $7.19B of Middleby stock for Q4 2016, up 7.4% quarter-over-quarter.
  • 71 funds opened new Middleby positions in Q4 2016 and 44 closed out, a net change of +27 holders.
  • The largest Middleby buyer in Q4 2016 was Wellington Management Group, an estimated $104M added.
  • The largest Middleby seller in Q4 2016 was Sculptor Capital, an estimated $90M sold.

Based on aggregated 13F filings for Q4 2016.