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Middleby
MIDD

Overview Fund Activity

254 hedge funds and large institutions have $3.6B invested in Middleby in 2013 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 70 increasing their positions, 120 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
+12
Holders Change %
+4.96%
% of All Funds
8.24%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.26%
New
27
Increased
70
Reduced
120
Closed
13
Calls
$13.7M
Puts
$31.5M
Net Calls
-$17.7M
Net Calls Change
-$9M

Top Buyers

1
GA
Geneva Advisors
Illinois
$38.2M
2
GCM
Geneva Capital Management
Wisconsin
$54.5M
3
Ameriprise
Ameriprise
Minnesota
$42.7M
4
CM
Castleark Management
Illinois
$48.3M
5
NFA
Nationwide Fund Advisors
Ohio
$25.9M

Top Sellers

1
BTW
Boston Trust Walden
Massachusetts
$15.1M
2
KI
Kalmar Investments
Delaware
$62.2M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$41.4M
4
AllianceBernstein
AllianceBernstein
Tennessee
$131M
5
FAM
Fred Alger Management
New York
$29.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
151
Burney Company
Virginia
$875K -$58.5K -840 -6%
CB
152
Commerce Bank
Missouri
$817K -$12.5K -180 -2%
Canada Life
153
Canada Life
Manitoba, Canada
$797K +$270K +3,879 +51%
SG Americas Securities
154
SG Americas Securities
New York
$747K +$472K +6,774 +172%
BCIM
155
British Columbia Investment Management
British Columbia, Canada
$695K +$42K +603 +6%
SSWM
156
Sheets Smith Wealth Management
North Carolina
$686K +$41.8K +600 +6%
FAM
157
Fortaleza Asset Management
Illinois
$676K -$634K -9,114 -48%
Barclays
158
Barclays
United Kingdom
$662K -$258K -3,720 -28%
IH
159
IFC Holdings
Florida
$650K -$8.6K -123 -1%
B
160
Baird
Wisconsin
$648K -$254K -3,642 -28%
LTFS
161
Ladenburg Thalmann Financial Services
Florida
$639K +$56.7K +903 +10%
US Bancorp
162
US Bancorp
Minnesota
$632K -$269K -3,861 -30%
LPL Financial
163
LPL Financial
California
$632K -$45.2K -624 -7%
Nomura Asset Management
164
Nomura Asset Management
Japan
$627K +$627K +9,000 New
HSBC Holdings
165
HSBC Holdings
United Kingdom
$625K +$206K +2,961 +49%
OFS
166
Orrstown Financial Services
Pennsylvania
$623K -$181K -2,595 -22%
PCP
167
P2 Capital Partners
New York
$623K – – –
TG
168
TCW Group
California
$606K – – –
CAM
169
Capstone Asset Management
Texas
$598K +$598K +8,583 New
COPPSERS
170
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$586K – – –
FA
171
FDx Advisors
Illinois
$585K -$48.5K -696 -8%
MCM
172
Mazama Capital Management
Oregon
$562K +$562K +8,064 New
Los Angeles Capital Management
173
Los Angeles Capital Management
California
$550K +$18.2K +261 +3%
MCM
174
McKinley Capital Management
Alaska
$536K – – –
VKH
175
Virtu KCG Holdings
New York
$536K +$536K +7,698 New
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7
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