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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
OCM
126
Osterweis Capital Management
California
$4.61M +$1.72M +13,702 +62%
Macquarie Group
127
Macquarie Group
Australia
$4.6M +$37.8K +300 +0.8%
Legal & General Group
128
Legal & General Group
United Kingdom
$4.52M +$3.85M +30,578 +681%
EA
129
Emerald Advisers
Pennsylvania
$4.44M -$1.57M -12,450 -27%
BIM
130
BlackRock Investment Management
Delaware
$4.44M +$1.54M +12,263 +55%
AIM
131
Arcadia Investment Management
Michigan
$4.43M -$13.2K -105 -0.3%
SP
132
Sarasin & Partners
United Kingdom
$4.38M +$843K +6,700 +25%
ZIM
133
Zacks Investment Management
Illinois
$4.33M -$718K -5,708 -15%
TD Asset Management
134
TD Asset Management
Ontario, Canada
$4.3M +$297K +2,360 +8%
WBC
135
Westpac Banking Corp
Australia
$4.23M +$623K +4,950 +18%
RJA
136
Raymond James & Associates
Florida
$4.06M -$215K -1,712 -5%
State of Wisconsin Investment Board
137
State of Wisconsin Investment Board
Wisconsin
$4M -$716K -5,686 -15%
Parallax Volatility Advisers
138
Parallax Volatility Advisers
California
$3.98M +$3.8M +30,155 +3,963%
CIP
139
Chartwell Investment Partners
Pennsylvania
$3.96M +$3.87M +30,727 New
BCIM
140
British Columbia Investment Management
British Columbia, Canada
$3.89M +$3.8M +30,186 New
LGC
141
Laurel Grove Capital
California
$3.75M -$176K -1,400 -5%
FP
142
Foundry Partners
Minnesota
$3.67M +$2.49M +19,778 +227%
WRF
143
Waddell & Reed Financial
Kansas
$3.58M -$17.7M -140,581 -83%
AIMCA
144
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.53M +$92.5K +735 +3%
AB
145
AT Bancorp
Iowa
$3.52M -$383K -3,045 -10%
Fuller & Thaler Asset Management
146
Fuller & Thaler Asset Management
California
$3.52M +$717K +5,700 +26%
QIM
147
Quantitative Investment Management
Virginia
$3.5M +$3.42M +27,200 New
Nordea Investment Management
148
Nordea Investment Management
Sweden
$3.33M -$326K -2,589 -9%
FIM
149
Fruth Investment Management
Texas
$3.29M
SEI Investments
150
SEI Investments
Pennsylvania
$3.27M +$2.24M +17,810 +236%

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.