Middleby
MIDD
315 hedge funds and large institutions have $5.63B invested in Middleby in 2015 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 121 increasing their positions, 118 reducing their positions, and 33 closing their positions.
38% more funds holding in top 10
Funds holding in top 10: 8 → 11 (+3)
9% more capital invested
Capital invested by funds: $5.17B → $5.63B (+$463M)
3% more repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 118
3% less funds holding
Funds holding: 324 → 315 (-9)
15% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 33
27% less call options, than puts
Call options by funds: $5.09M | Put options by funds: $7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Sculptor Capital
New York
|
+$34.7M |
| 2 |
Goldman Sachs
New York
|
+$34.6M |
| 3 |
Westfield Capital Management
Boston,
Massachusetts
|
+$22M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$18.3M |
| 5 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$13.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$24.5M |
| 2 |
NAP
New Amsterdam Partners
New York
|
-$24.4M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$18.6M |
| 4 |
Millennium Management
New York
|
-$15.6M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
-$13.8M |
MIDD Hedge Fund Activity: Q2 2015 in Review
315 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q2 2015, worth a combined $5.63B — up 9% from $5.17B a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of MIDD and 28 opened new positions — a net loss of 5 holders — while 118 trimmed existing stakes and 121 added.
The largest buyer was Sculptor Capital, adding an estimated $34.7M. The largest seller was Columbia Wanger Asset Management, cutting an estimated $24.5M.
- 315 institutional investors held Middleby (MIDD) as of Q2 2015, down from 324 in Q1 2015.
- Funds reported $5.63B of Middleby stock for Q2 2015, up 9% quarter-over-quarter.
- 28 funds opened new Middleby positions in Q2 2015 and 33 closed out, a net change of -5 holders.
- The largest Middleby buyer in Q2 2015 was Sculptor Capital, an estimated $34.7M added.
- The largest Middleby seller in Q2 2015 was Columbia Wanger Asset Management, an estimated $24.5M sold.
Based on aggregated 13F filings for Q2 2015.