We are live on ! Find out more
MIDD icon

Middleby

377 hedge funds and large institutions have $10.8B invested in Middleby in 2021 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 125 increasing their positions, 107 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

46% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 41

17% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 107

14% more capital invested

Capital invested by funds: $9.44B → $10.8B (+$1.34B)

4% more funds holding

Funds holding: 364377 (+13)

2% more call options, than puts

Call options by funds: $34.7M | Put options by funds: $34M

4.27% less ownership

Funds ownership: 103.06%98.8% (-4.3%)

Holders
377
Holders Change
+13
Holders Change %
+3.57%
% of All Funds
5.8%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
60
Increased
125
Reduced
107
Closed
41
Calls
$34.7M
Puts
$34M
Net Calls
+$671K
Net Calls Change
+$11.6M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
101
UBS Group
Switzerland
$7.18M +$1.19M +6,498 +22%
WCF
102
West Coast Financial
California
$7.1M -$56.9K -312 -0.9%
DZ Bank
103
DZ Bank
Germany
$7.03M -$298K -1,634 -4%
Royal Bank of Canada
104
Royal Bank of Canada
Ontario, Canada
$6.89M +$1.06M +5,807 +20%
Wells Fargo
105
Wells Fargo
California
$6.79M +$649K +3,557 +12%
TAM
106
Trillium Asset Management
Massachusetts
$6.74M +$525K +2,875 +9%
SG Americas Securities
107
SG Americas Securities
New York
$6.24M -$1.1M -6,037 -16%
State of New Jersey Common Pension Fund D
108
State of New Jersey Common Pension Fund D
New Jersey
$6.21M -$63.1K -346 -1%
Ohio Public Employees Retirement System (OPERS)
109
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.15M -$199K -1,088 -3%
SSA
110
Schonfeld Strategic Advisors
New York
$6.14M -$11M -60,161 -66%
KWILP
111
Kiwi Wealth Investments Limited Partnership
New Zealand
$6.09M -$211K -1,156 -4%
AIMCA
112
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$6.07M +$5.63M +30,861 New
YCM
113
Yousif Capital Management
Michigan
$5.81M +$5.38M +29,512 New
Canada Life
114
Canada Life
Manitoba, Canada
$5.56M +$339K +1,856 +7%
Squarepoint
115
Squarepoint
New York
$5.46M -$1.68M -9,185 -25%
Assenagon Asset Management
116
Assenagon Asset Management
Luxembourg
$5.45M -$29.9M -164,058 -86%
Canada Pension Plan Investment Board
117
Canada Pension Plan Investment Board
Ontario, Canada
$5.4M +$788K +4,317 +19%
MIM
118
MetLife Investment Management
New Jersey
$5.3M +$42.5K +233 +0.9%
TRSOTSOK
119
Teachers Retirement System of the State of Kentucky
Kentucky
$5.14M
LSWM
120
Lorne Steinberg Wealth Management
Canada
$5.04M -$166K -910 -3%
Comerica Bank
121
Comerica Bank
Texas
$4.78M +$147K +805 +3%
Daiwa Securities Group
122
Daiwa Securities Group
Japan
$4.68M +$1.31M +7,200 +43%
AQR Capital Management
123
AQR Capital Management
Connecticut
$4.62M +$549K +3,009 +15%
Zurich Cantonal Bank
124
Zurich Cantonal Bank
Switzerland
$4.61M +$307K +1,681 +8%
EW
125
Evoke Wealth
California
$4.43M -$20.1K -110 -0.5%

MIDD Hedge Fund Activity: Q4 2021 in Review

377 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q4 2021, worth a combined $10.8B — up 14% from $9.44B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new MIDD positions and 41 closed out — a net gain of 19 holders — while 125 added to existing stakes and 107 trimmed.

The largest buyer was Boston Partners, adding an estimated $115M. The largest seller was Citadel Advisors, cutting an estimated $125M.

  • 377 institutional investors held Middleby (MIDD) as of Q4 2021, up from 364 in Q3 2021.
  • Funds reported $10.8B of Middleby stock for Q4 2021, up 14% quarter-over-quarter.
  • 60 funds opened new Middleby positions in Q4 2021 and 41 closed out, a net change of +19 holders.
  • The largest Middleby buyer in Q4 2021 was Boston Partners, an estimated $115M added.
  • The largest Middleby seller in Q4 2021 was Citadel Advisors, an estimated $125M sold.

Based on aggregated 13F filings for Q4 2021.