Middleby
MIDD
292 hedge funds and large institutions have $5.63B invested in Middleby in 2020 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 100 increasing their positions, 97 reducing their positions, and 48 closing their positions.
18% more capital invested
Capital invested by funds: $4.76B → $5.63B (+$874M)
14% more call options, than puts
Call options by funds: $17.1M | Put options by funds: $15.1M
4.96% more ownership
Funds ownership: 108.41% → 113.37% (+5%)
3% more repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 97
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5% less funds holding
Funds holding: 308 → 292 (-16)
31% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 48
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$64.3M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$63.6M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$61.2M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$48.7M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$38.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$38.8M |
| 2 |
BlackRock
New York
|
-$30.7M |
| 3 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$30.2M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
-$29.3M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$27.7M |
MIDD Hedge Fund Activity: Q3 2020 in Review
292 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q3 2020, worth a combined $5.63B — up 18% from $4.76B a quarter earlier.
Sellers outnumbered buyers: 48 funds closed out of MIDD and 33 opened new positions — a net loss of 15 holders — while 97 trimmed existing stakes and 100 added.
The largest buyer was Bank of America, adding an estimated $64.3M. The largest seller was Capital Research Global Investors, cutting an estimated $38.8M.
- 292 institutional investors held Middleby (MIDD) as of Q3 2020, down from 308 in Q2 2020.
- Funds reported $5.63B of Middleby stock for Q3 2020, up 18% quarter-over-quarter.
- 33 funds opened new Middleby positions in Q3 2020 and 48 closed out, a net change of -15 holders.
- The largest Middleby buyer in Q3 2020 was Bank of America, an estimated $64.3M added.
- The largest Middleby seller in Q3 2020 was Capital Research Global Investors, an estimated $38.8M sold.
Based on aggregated 13F filings for Q3 2020.