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Middleby
MIDD

377 hedge funds and large institutions have $10.8B invested in Middleby in 2021 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 125 increasing their positions, 107 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

46% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 41

17% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 107

14% more capital invested

Capital invested by funds: $9.44B → $10.8B (+$1.34B)

4% more funds holding

Funds holding: 364 → 377 (+13)

2% more call options, than puts

Call options by funds: $34.7M | Put options by funds: $34M

4.27% less ownership

Funds ownership: 103.06% → 98.8% (-4.3%)

Holders
377
Holders Change
+13
Holders Change %
+3.57%
% of All Funds
5.8%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
60
Increased
125
Reduced
107
Closed
41
Calls
$34.7M
Puts
$34M
Net Calls
+$671K
Net Calls Change
+$11.6M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$115M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$85.1M
3
Goldman Sachs
Goldman Sachs
New York
+$57.2M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$32.5M
5
SP
Sarasin & Partners
United Kingdom
+$32.2M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$125M
2
EIG
EdgePoint Investment Group
Ontario, Canada
-$83.5M
3
DGI
Disciplined Growth Investors
Minnesota
-$49.9M
4
Select Equity Group
Select Equity Group
New York
-$42.9M
5
Victory Capital Management
Victory Capital Management
Texas
-$41.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
State of Tennessee, Department of Treasury
151
State of Tennessee, Department of Treasury
Tennessee
$2.79M – – –
SOMRS
152
State of Michigan Retirement System
Michigan
$2.77M +$36.5K +200 +1%
JCA
153
Jade Capital Advisors
New Jersey
$2.74M – – –
Los Angeles Capital Management
154
Los Angeles Capital Management
California
$2.68M -$5.29K -29 -0.2%
OAM
155
Oppenheimer Asset Management
New York
$2.64M +$365 +2 +0%
KC
156
Kingfisher Capital
North Carolina
$2.49M +$2.31M +12,650 New
Nomura Holdings
157
Nomura Holdings
Japan
$2.45M +$807K +4,421 +55%
Twin Tree Management
158
Twin Tree Management
Texas
$2.39M +$845K +4,629 +62%
NMERB
159
New Mexico Educational Retirement Board
New Mexico
$2.26M – – –
Man Group
160
Man Group
United Kingdom
$2.18M -$79.9K -438 -4%
SFI
161
Susquehanna Fundamental Investments
Pennsylvania
$2.16M -$1.91M -10,483 -49%
Federated Hermes
162
Federated Hermes
Pennsylvania
$2.14M -$53.1K -291 -3%
MLICM
163
Metropolitan Life Insurance Company (MetLife)
New York
$2.11M -$38.7K -212 -2%
Teacher Retirement System of Texas
164
Teacher Retirement System of Texas
Texas
$2.1M +$310K +1,698 +19%
SAM
165
Storebrand Asset Management
Norway
$2.06M -$54.4K -298 -3%
Janus Henderson Group
166
Janus Henderson Group
United Kingdom
$2.01M +$835K +4,578 +82%
URS
167
Utah Retirement Systems
Utah
$1.96M – – –
EMG
168
ETF Managers Group
New Jersey
$1.94M +$1.8M +9,876 New
AAM
169
Azzad Asset Management
Virginia
$1.92M – – –
Handelsbanken Fonder
170
Handelsbanken Fonder
Sweden
$1.91M – – –
CM
171
Castleark Management
Illinois
$1.89M -$237K -1,300 -12%
US Bancorp
172
US Bancorp
Minnesota
$1.85M +$47.6K +261 +3%
TPCW
173
TD Private Client Wealth
New York
$1.82M +$209K +1,143 +14%
NMIMC
174
Northwestern Mutual Investment Management Company
Wisconsin
$1.81M +$6.02K +33 +0.4%
QIM
175
Quantitative Investment Management
Virginia
$1.74M +$1.62M +8,868 New
5 6
7
8 9

MIDD Hedge Fund Activity: Q4 2021 in Review

377 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q4 2021, worth a combined $10.8B — up 14% from $9.44B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new MIDD positions and 41 closed out — a net gain of 19 holders — while 125 added to existing stakes and 107 trimmed.

The largest buyer was Boston Partners, adding an estimated $115M. The largest seller was Citadel Advisors, cutting an estimated $125M.

  • 377 institutional investors held Middleby (MIDD) as of Q4 2021, up from 364 in Q3 2021.
  • Funds reported $10.8B of Middleby stock for Q4 2021, up 14% quarter-over-quarter.
  • 60 funds opened new Middleby positions in Q4 2021 and 41 closed out, a net change of +19 holders.
  • The largest Middleby buyer in Q4 2021 was Boston Partners, an estimated $115M added.
  • The largest Middleby seller in Q4 2021 was Citadel Advisors, an estimated $125M sold.

Based on aggregated 13F filings for Q4 2021.