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Middleby
MIDD

292 hedge funds and large institutions have $4.55B invested in Middleby in 2014 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 88 increasing their positions, 121 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 20

75% more funds holding in top 10

Funds holding in top 10: 8 → 14 (+6)

10% more capital invested

Capital invested by funds: $4.15B → $4.55B (+$397M)

7% more funds holding

Funds holding: 274 → 292 (+18)

27% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 121

50% less call options, than puts

Call options by funds: $22.1M | Put options by funds: $44.3M

Holders
292
Holders Change
+18
Holders Change %
+6.57%
% of All Funds
8.43%
Holding in Top 10
14
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+75%
% of All Funds
0.4%
New
40
Increased
88
Reduced
121
Closed
20
Calls
$22.1M
Puts
$44.3M
Net Calls
-$22.2M
Net Calls Change
+$2.31M

Top Buyers

1
William Blair & Company
William Blair & Company
Illinois
+$49.7M
2
JP Morgan Chase
JP Morgan Chase
New York
+$34.7M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$29.2M
4
LBG
Lloyds Banking Group
United Kingdom
+$24.3M
5
CGI
CI Global Investments
California
+$23.3M

Top Sellers

1
SAM
Southernsun Asset Management
Tennessee
-$59.7M
2
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
-$39.6M
3
ACM
Atlanta Capital Management
Georgia
-$28.7M
4
VBA
Van Berkom & Associates
Quebec, Canada
-$24M
5
SAM
Sentinel Asset Management
Vermont
-$12.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
151
SAC Capital Advisors
Connecticut
$1.24M +$911K +10,437 +286%
PG
152
PEAK6 Group
Illinois
$1.15M +$1.13M +12,999 New
Citigroup
153
Citigroup
New York
$1.14M -$608K -6,969 -35%
SB
154
Suntrust Banks
Georgia
$1.1M +$187K +2,145 +21%
Jane Street
155
Jane Street
New York
$1.06M +$1.05M +12,057 New
Barclays
156
Barclays
United Kingdom
$1.05M +$304K +3,480 +41%
COPPSERS
157
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.05M – – –
GT
158
Glenmede Trust
Pennsylvania
$1.03M -$128K -1,467 -11%
SSWM
159
Sheets Smith Wealth Management
North Carolina
$961K +$30.1K +345 +3%
BCIM
160
British Columbia Investment Management
British Columbia, Canada
$955K – – –
CB
161
Commerce Bank
Missouri
$953K -$135K -1,542 -12%
FA
162
FDx Advisors
Illinois
$950K +$159K +1,818 +20%
LTFS
163
Ladenburg Thalmann Financial Services
Florida
$947K +$35.3K +405 +4%
CA
164
Callahan Advisors
Texas
$947K +$220K +2,520 +31%
GCA
165
Gideon Capital Advisors
New York
$903K +$894K +10,248 New
BC
166
Burney Company
Virginia
$901K -$178K -2,040 -17%
CCG
167
Chatham Capital Group
Georgia
$867K -$406K -4,650 -32%
QIM
168
Quantitative Investment Management
Virginia
$845K +$419K +4,800 +100%
Canada Life
169
Canada Life
Manitoba, Canada
$805K -$52.6K -603 -6%
TAM
170
Tocqueville Asset Management
New York
$793K +$124K +1,425 +19%
FAM
171
Fortaleza Asset Management
Illinois
$788K – – –
PCP
172
P2 Capital Partners
New York
$788K – – –
OFS
173
Orrstown Financial Services
Pennsylvania
$775K – – –
LPL Financial
174
LPL Financial
California
$734K -$24.3K -279 -3%
HSBC Holdings
175
HSBC Holdings
United Kingdom
$727K +$63.1K +723 +10%
5 6
7
8 9

MIDD Hedge Fund Activity: Q1 2014 in Review

292 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q1 2014, worth a combined $4.55B — up 9.6% from $4.15B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new MIDD positions and 20 closed out — a net gain of 20 holders — while 88 added to existing stakes and 121 trimmed.

The largest buyer was William Blair & Company, adding an estimated $49.7M. The largest seller was Southernsun Asset Management, cutting an estimated $59.7M.

  • 292 institutional investors held Middleby (MIDD) as of Q1 2014, up from 274 in Q4 2013.
  • Funds reported $4.55B of Middleby stock for Q1 2014, up 9.6% quarter-over-quarter.
  • 40 funds opened new Middleby positions in Q1 2014 and 20 closed out, a net change of +20 holders.
  • The largest Middleby buyer in Q1 2014 was William Blair & Company, an estimated $49.7M added.
  • The largest Middleby seller in Q1 2014 was Southernsun Asset Management, an estimated $59.7M sold.

Based on aggregated 13F filings for Q1 2014.