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Middleby

366 hedge funds and large institutions have $7.77B invested in Middleby in 2017 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 98 increasing their positions, 137 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more call options, than puts

Call options by funds: $52M | Put options by funds: $15.7M

56% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 39

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

9% more capital invested

Capital invested by funds: $7.15B → $7.77B (+$623M)

6.19% more ownership

Funds ownership: 96.89%103.08% (+6.2%)

6% more funds holding

Funds holding: 346366 (+20)

28% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 137

Holders
366
Holders Change
+20
Holders Change %
+5.78%
% of All Funds
8.3%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
61
Increased
98
Reduced
137
Closed
39
Calls
$52M
Puts
$15.7M
Net Calls
+$36.4M
Net Calls Change
+$20.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SP
101
Sarasin & Partners
United Kingdom
$7.02M +$979K +8,000 +18%
State of Wisconsin Investment Board
102
State of Wisconsin Investment Board
Wisconsin
$6.92M +$475K +3,878 +8%
TRSOTSOK
103
Teachers Retirement System of the State of Kentucky
Kentucky
$6.24M -$1.71M -13,996 -23%
Ameriprise
104
Ameriprise
Minnesota
$6.21M -$37.4K -306 -0.7%
TA
105
Teton Advisors
New York
$5.99M
EAM
106
Eagle Asset Management
Florida
$5.95M -$71.9K -588 -1%
CCM
107
Crestwood Capital Management
New York
$5.83M -$1.35M -11,001 -20%
AIM
108
Arcadia Investment Management
Michigan
$5.65M -$80.8K -660 -2%
WRM
109
Weybosset Research & Management
Rhode Island
$5.58M -$61.8K -505 -1%
Morgan Stanley
110
Morgan Stanley
New York
$5.4M -$3.39M -27,683 -41%
BC
111
Brinker Capital
Pennsylvania
$5.36M -$725K -5,925 -13%
Invesco
112
Invesco
Georgia
$5.12M +$311K +2,545 +7%
AllianceBernstein
113
AllianceBernstein
Tennessee
$5.08M -$57.5K -470 -1%
Natixis Advisors
114
Natixis Advisors
Massachusetts
$4.54M +$4.11M +33,618 New
AP
115
AHL Partners
United Kingdom
$4.35M +$3.94M +32,214 New
Wolverine Trading
116
Wolverine Trading
Illinois
$4.06M +$3.68M +30,082 New
US Bancorp
117
US Bancorp
Minnesota
$4.05M -$1.21M -9,885 -25%
WBC
118
Westpac Banking Corp
Australia
$3.97M -$2.1M -17,130 -37%
DZ Bank
119
DZ Bank
Germany
$3.91M
William Blair & Company
120
William Blair & Company
Illinois
$3.85M +$60.9K +498 +2%
LGC
121
Laurel Grove Capital
California
$3.74M -$99.5K -813 -3%
Korea Investment Corp
122
Korea Investment Corp
South Korea
$3.62M +$61.2K +500 +2%
RJA
123
Raymond James & Associates
Florida
$3.46M -$858K -7,009 -21%
RIM
124
Rainier Investment Management
Washington
$3.42M -$1.18M -9,640 -28%
BCM
125
Brasada Capital Management
Texas
$3.35M +$3.1M +25,310 New