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Middleby
MIDD

331 hedge funds and large institutions have $7.12B invested in Middleby in 2022 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 93 increasing their positions, 124 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

33% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 36

2% more funds holding

Funds holding: 325 → 331 (+6)

3% more capital invested

Capital invested by funds: $6.93B → $7.12B (+$192M)

1.28% less ownership

Funds ownership: 101.26% → 99.99% (-1.3%)

25% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 124

76% less call options, than puts

Call options by funds: $19.6M | Put options by funds: $80.5M

Holders
331
Holders Change
+6
Holders Change %
+1.85%
% of All Funds
5.32%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
48
Increased
93
Reduced
124
Closed
36
Calls
$19.6M
Puts
$80.5M
Net Calls
-$60.9M
Net Calls Change
-$67.4M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$83.8M
2
Select Equity Group
Select Equity Group
New York
+$73.8M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$55.4M
4
Citadel Advisors
Citadel Advisors
Florida
+$50M
5
JP Morgan Chase
JP Morgan Chase
New York
+$38.7M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$109M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$73.8M
3
ACH
ArrowMark Colorado Holdings
Colorado
-$70.4M
4
EIG
EdgePoint Investment Group
Ontario, Canada
-$34.5M
5
EIP
Epoch Investment Partners
New York
-$31.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Daiwa Securities Group
126
Daiwa Securities Group
Japan
$2.22M -$252K -1,850 -10%
OPERF
127
Oregon Public Employees Retirement Fund
Oregon
$2.12M +$20.6K +151 +1%
VOYA Investment Management
128
VOYA Investment Management
Georgia
$2.08M -$19.9K -146 -0.9%
AIP
129
Ameritas Investment Partners
Nebraska
$2.08M – – –
State of Tennessee, Department of Treasury
130
State of Tennessee, Department of Treasury
Tennessee
$2.04M – – –
Luther King Capital Management (LKCM)
131
Luther King Capital Management (LKCM)
Texas
$1.97M – – –
FFH
132
Fairfax Financial Holdings
Ontario, Canada
$1.94M – – –
ASRS
133
Arizona State Retirement System
Arizona
$1.93M +$54.9K +403 +3%
LSERS
134
Louisiana State Employees Retirement System
Louisiana
$1.93M +$13.6K +100 +0.7%
Ensign Peak Advisors
135
Ensign Peak Advisors
Utah
$1.92M -$408K -3,000 -17%
RMDI
136
R.M. Davis Inc
Maine
$1.84M -$1.24M -9,104 -40%
SOMRS
137
State of Michigan Retirement System
Michigan
$1.84M +$13.6K +100 +0.7%
GLA
138
Great Lakes Advisors
Illinois
$1.72M -$413K -3,035 -2%
Teacher Retirement System of Texas
139
Teacher Retirement System of Texas
Texas
$1.62M -$283K -2,078 -15%
Envestnet Asset Management
140
Envestnet Asset Management
Illinois
$1.56M -$4.22M -30,968 -73%
SDIC
141
South Dakota Investment Council
South Dakota
$1.53M +$803K +5,900 +107%
Royal Bank of Canada
142
Royal Bank of Canada
Ontario, Canada
$1.51M -$32K -235 -2%
SRC
143
Stone Run Capital
New York
$1.4M +$1.42M +10,429 New
Pacer Advisors
144
Pacer Advisors
Pennsylvania
$1.38M +$1.41M +10,326 New
SAM
145
Storebrand Asset Management
Norway
$1.33M – – –
Janus Henderson Group
146
Janus Henderson Group
United Kingdom
$1.32M – – –
VRS
147
Virginia Retirement Systems
Virginia
$1.31M -$1.1M -8,100 -45%
URS
148
Utah Retirement Systems
Utah
$1.29M +$13.6K +100 +1%
AI
149
AdvisorShares Investments
Maryland
$1.27M +$1.29M +9,500 New
SO
150
STRS Ohio
Ohio
$1.26M +$434K +3,189 +51%
4 5
6
7 8

MIDD Hedge Fund Activity: Q4 2022 in Review

331 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q4 2022, worth a combined $7.12B — up 2.8% from $6.93B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new MIDD positions and 36 closed out — a net gain of 12 holders — while 93 added to existing stakes and 124 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $83.8M. The largest seller was Goldman Sachs, cutting an estimated $109M.

  • 331 institutional investors held Middleby (MIDD) as of Q4 2022, up from 325 in Q3 2022.
  • Funds reported $7.12B of Middleby stock for Q4 2022, up 2.8% quarter-over-quarter.
  • 48 funds opened new Middleby positions in Q4 2022 and 36 closed out, a net change of +12 holders.
  • The largest Middleby buyer in Q4 2022 was Morgan Stanley, an estimated $83.8M added.
  • The largest Middleby seller in Q4 2022 was Goldman Sachs, an estimated $109M sold.

Based on aggregated 13F filings for Q4 2022.