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Middleby
MIDD

375 hedge funds and large institutions have $9.76B invested in Middleby in 2021 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 118 increasing their positions, 111 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more call options, than puts

Call options by funds: $30.8M | Put options by funds: $14.8M

55% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 40

8% more capital invested

Capital invested by funds: $9.08B → $9.76B (+$688M)

6% more funds holding

Funds holding: 355 → 375 (+20)

2.85% more ownership

Funds ownership: 98.67% → 101.53% (+2.9%)

6% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 111

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

Holders
375
Holders Change
+20
Holders Change %
+5.63%
% of All Funds
6.53%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
62
Increased
118
Reduced
111
Closed
40
Calls
$30.8M
Puts
$14.8M
Net Calls
+$16M
Net Calls Change
+$11.9M

Top Buyers

1
Select Equity Group
Select Equity Group
New York
+$211M
2
Macquarie Group
Macquarie Group
Australia
+$199M
3
Goldman Sachs
Goldman Sachs
New York
+$110M
4
Victory Capital Management
Victory Capital Management
Texas
+$79.6M
5
Invesco
Invesco
Georgia
+$67.8M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$175M
2
EIG
EdgePoint Investment Group
Ontario, Canada
-$86.3M
3
DGI
Disciplined Growth Investors
Minnesota
-$49.8M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$44.4M
5
Capital World Investors
Capital World Investors
California
-$43M
Name Holding Trade Value Shares
Change 		Change in
Stake
Millennium Management
101
Millennium Management
New York
$5.85M -$28.9M -169,398 -83%
Ohio Public Employees Retirement System (OPERS)
102
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.74M +$276K +1,618 +5%
State of New Jersey Common Pension Fund D
103
State of New Jersey Common Pension Fund D
New Jersey
$5.54M -$224K -1,316 -4%
Comerica Bank
104
Comerica Bank
Texas
$5.47M -$82.7K -485 -2%
TAL
105
TIG Advisors LLC
New York
$5.41M +$5.32M +31,217 New
OFCM
106
One Fin Capital Management
California
$5.37M +$5.28M +31,000 New
MCM
107
Moore Capital Management
New York
$5.13M +$5.05M +29,616 New
TAM
108
Trillium Asset Management
Massachusetts
$4.89M +$477K +2,797 +11%
MIM
109
MetLife Investment Management
New Jersey
$4.82M -$160K -941 -3%
Capital Fund Management (CFM)
110
Capital Fund Management (CFM)
France
$4.8M +$2.57M +15,071 +119%
IP
111
Interval Partners
New York
$4.73M +$4.65M +27,275 New
Two Sigma Investments
112
Two Sigma Investments
New York
$4.71M +$4.63M +27,173 New
LSWM
113
Lorne Steinberg Wealth Management
Canada
$4.56M +$44.7K +262 +1%
Alyeska Investment Group
114
Alyeska Investment Group
Illinois
$4.52M +$4.45M +26,080 New
TRSOTSOK
115
Teachers Retirement System of the State of Kentucky
Kentucky
$4.43M +$1.14M +6,712 +36%
Wells Fargo
116
Wells Fargo
California
$4.37M +$513K +3,007 +14%
Adage Capital Partners
117
Adage Capital Partners
Massachusetts
$4.33M +$4.26M +25,000 New
COPPSERS
118
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.32M +$383K +2,248 +10%
AQR Capital Management
119
AQR Capital Management
Connecticut
$3.98M +$167K +977 +4%
EW
120
Evoke Wealth
California
$3.97M +$29.8K +175 +0.8%
RMDI
121
R.M. Davis Inc
Maine
$3.94M +$3.87M +22,731 New
Canada Life
122
Canada Life
Manitoba, Canada
$3.78M +$341 +2 +0%
AC
123
Addenda Capital
Quebec, Canada
$3.72M +$355K +2,080 +11%
TA
124
Teton Advisors
New York
$3.64M – – –
VOYA Investment Management
125
VOYA Investment Management
Georgia
$3.48M -$393K -2,304 -10%
3 4
5
6 7

MIDD Hedge Fund Activity: Q2 2021 in Review

375 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q2 2021, worth a combined $9.76B — up 7.6% from $9.08B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new MIDD positions and 40 closed out — a net gain of 22 holders — while 118 added to existing stakes and 111 trimmed.

The largest buyer was Select Equity Group, opening a new position worth an estimated $211M. The largest seller was JP Morgan Chase, cutting an estimated $175M.

  • 375 institutional investors held Middleby (MIDD) as of Q2 2021, up from 355 in Q1 2021.
  • Funds reported $9.76B of Middleby stock for Q2 2021, up 7.6% quarter-over-quarter.
  • 62 funds opened new Middleby positions in Q2 2021 and 40 closed out, a net change of +22 holders.
  • The largest Middleby buyer in Q2 2021 was Select Equity Group, an estimated $211M added.
  • The largest Middleby seller in Q2 2021 was JP Morgan Chase, an estimated $175M sold.

Based on aggregated 13F filings for Q2 2021.