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Middleby
MIDD

375 hedge funds and large institutions have $9.76B invested in Middleby in 2021 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 118 increasing their positions, 111 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more call options, than puts

Call options by funds: $30.8M | Put options by funds: $14.8M

55% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 40

8% more capital invested

Capital invested by funds: $9.08B → $9.76B (+$688M)

6% more funds holding

Funds holding: 355 → 375 (+20)

2.85% more ownership

Funds ownership: 98.67% → 101.53% (+2.9%)

6% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 111

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

Holders
375
Holders Change
+20
Holders Change %
+5.63%
% of All Funds
6.53%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
62
Increased
118
Reduced
111
Closed
40
Calls
$30.8M
Puts
$14.8M
Net Calls
+$16M
Net Calls Change
+$11.9M

Top Buyers

1
Select Equity Group
Select Equity Group
New York
+$211M
2
Macquarie Group
Macquarie Group
Australia
+$199M
3
Goldman Sachs
Goldman Sachs
New York
+$110M
4
Victory Capital Management
Victory Capital Management
Texas
+$79.6M
5
Invesco
Invesco
Georgia
+$67.8M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$175M
2
EIG
EdgePoint Investment Group
Ontario, Canada
-$86.3M
3
DGI
Disciplined Growth Investors
Minnesota
-$49.8M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$44.4M
5
Capital World Investors
Capital World Investors
California
-$43M
Name Holding Trade Value Shares
Change 		Change in
Stake
PI
151
PEAK6 Investments
Illinois
$2.32M +$2.28M +13,396 New
Stifel Financial
152
Stifel Financial
Missouri
$2.24M -$241K -1,412 -10%
Federated Hermes
153
Federated Hermes
Pennsylvania
$2.18M -$224K -1,312 -9%
NMERB
154
New Mexico Educational Retirement Board
New Mexico
$1.99M +$307K +1,800 +19%
Marshall Wace
155
Marshall Wace
United Kingdom
$1.99M -$3.07M -18,013 -61%
MLICM
156
Metropolitan Life Insurance Company (MetLife)
New York
$1.96M +$136K +795 +8%
SAM
157
Storebrand Asset Management
Norway
$1.9M -$36.1K -212 -2%
EF
158
Empowered Funds
Pennsylvania
$1.88M +$1.85M +10,866 New
URS
159
Utah Retirement Systems
Utah
$1.83M -$17K -100 -0.9%
QC
160
Quadrature Capital
United Kingdom
$1.73M +$1.7M +9,985 New
RCWMU
161
Rothschild & Co Wealth Management (UK)
United Kingdom
$1.73M +$117K +685 +7%
Boston Partners
162
Boston Partners
Massachusetts
$1.71M +$1.68M +9,848 New
Handelsbanken Fonder
163
Handelsbanken Fonder
Sweden
$1.68M – – –
SGI
164
Summit Global Investments
Utah
$1.65M +$1.63M +9,547 New
PP
165
Paloma Partners
Connecticut
$1.65M +$1.62M +9,508 New
SCP
166
Syntal Capital Partners
Texas
$1.61M -$148K -870 -9%
NMIMC
167
Northwestern Mutual Investment Management Company
Wisconsin
$1.6M -$2.73K -16 -0.2%
CM
168
Castleark Management
Illinois
$1.6M +$1.58M +9,260 New
MIP
169
Marietta Investment Partners
Wisconsin
$1.59M +$702K +4,120 +81%
US Bancorp
170
US Bancorp
Minnesota
$1.58M -$608K -3,570 -28%
M&T Bank
171
M&T Bank
New York
$1.57M -$264K -1,549 -15%
LCG
172
Lisanti Capital Growth
New York
$1.51M +$1.49M +8,740 New
EI
173
EAM Investors
California
$1.51M -$884K -5,185 -37%
SOADOR
174
State of Alaska Department of Revenue
Alaska
$1.5M -$10.6K -62 -0.7%
AAM
175
Azzad Asset Management
Virginia
$1.49M +$479K +2,811 +49%
5 6
7
8 9

MIDD Hedge Fund Activity: Q2 2021 in Review

375 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q2 2021, worth a combined $9.76B — up 7.6% from $9.08B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new MIDD positions and 40 closed out — a net gain of 22 holders — while 118 added to existing stakes and 111 trimmed.

The largest buyer was Select Equity Group, opening a new position worth an estimated $211M. The largest seller was JP Morgan Chase, cutting an estimated $175M.

  • 375 institutional investors held Middleby (MIDD) as of Q2 2021, up from 355 in Q1 2021.
  • Funds reported $9.76B of Middleby stock for Q2 2021, up 7.6% quarter-over-quarter.
  • 62 funds opened new Middleby positions in Q2 2021 and 40 closed out, a net change of +22 holders.
  • The largest Middleby buyer in Q2 2021 was Select Equity Group, an estimated $211M added.
  • The largest Middleby seller in Q2 2021 was JP Morgan Chase, an estimated $175M sold.

Based on aggregated 13F filings for Q2 2021.