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Middleby
MIDD

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: 3 → 5 (+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: 364 → 377 (+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

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$115M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$85.1M
3
Goldman Sachs
Goldman Sachs
New York
+$57.2M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$32.5M
5
SP
Sarasin & Partners
United Kingdom
+$32.2M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$125M
2
EIG
EdgePoint Investment Group
Ontario, Canada
-$83.5M
3
DGI
Disciplined Growth Investors
Minnesota
-$49.9M
4
Select Equity Group
Select Equity Group
New York
-$42.9M
5
Victory Capital Management
Victory Capital Management
Texas
-$41.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
DCP
126
Distillate Capital Partners
Illinois
$4.39M +$4.07M +22,303 New
VIA
127
Vident Investment Advisory
Georgia
$4.34M +$4.02M +22,060 New
FCI
128
Financial Counselors Inc
Kansas
$4.32M +$1.25M +6,857 +45%
COPPSERS
129
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.23M +$13.9K +76 +0.4%
VOYA Investment Management
130
VOYA Investment Management
Georgia
$4.2M +$297K +1,627 +8%
Public Sector Pension Investment Board (PSP Investments)
131
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.98M -$9.09M -49,800 -71%
TA
132
Teton Advisors
New York
$3.94M – – –
Treasurer of the State of North Carolina
133
Treasurer of the State of North Carolina
North Carolina
$3.93M +$23.7K +130 +0.7%
Ensign Peak Advisors
134
Ensign Peak Advisors
Utah
$3.88M -$4.46M -24,430 -55%
LCG
135
Lisanti Capital Growth
New York
$3.83M -$122K -670 -3%
RJA
136
Raymond James & Associates
Florida
$3.79M +$951K +5,214 +37%
BPIM
137
Brant Point Investment Management
New York
$3.72M +$3.45M +18,895 New
CAM
138
Costello Asset Management
Pennsylvania
$3.7M +$2.55K +14 +0.1%
FIM
139
Fruth Investment Management
Texas
$3.63M – – –
BFO
140
Boston Family Office
Massachusetts
$3.6M +$245K +1,343 +8%
OPERF
141
Oregon Public Employees Retirement Fund
Oregon
$3.56M -$109K -600 -3%
AC
142
Addenda Capital
Quebec, Canada
$3.51M -$354K -1,942 -10%
Luther King Capital Management (LKCM)
143
Luther King Capital Management (LKCM)
Texas
$3.2M – – –
Jane Street
144
Jane Street
New York
$3.19M +$1.8M +9,867 +156%
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
$3.1M -$24.6K -135 -0.8%
LPARFS
146
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$2.95M +$912K +5,000 +50%
ASRS
147
Arizona State Retirement System
Arizona
$2.95M -$33.2K -182 -1%
AIP
148
Ameritas Investment Partners
Nebraska
$2.93M +$25.2K +138 +0.9%
FFH
149
Fairfax Financial Holdings
Ontario, Canada
$2.85M – – –
LSERS
150
Louisiana State Employees Retirement System
Louisiana
$2.81M +$18.2K +100 +0.7%
4 5
6
7 8

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.