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Middleby

274 hedge funds and large institutions have $4.15B invested in Middleby in 2013 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 101 increasing their positions, 105 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 17

15% more capital invested

Capital invested by funds: $3.6B → $4.15B (+$548M)

8% more funds holding

Funds holding: 254274 (+20)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

4% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 105

63% less call options, than puts

Call options by funds: $14.4M | Put options by funds: $38.8M

Holders
274
Holders Change
+20
Holders Change %
+7.87%
% of All Funds
7.95%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
37
Increased
101
Reduced
105
Closed
17
Calls
$14.4M
Puts
$38.8M
Net Calls
-$24.5M
Net Calls Change
-$6.76M
Name Holding Trade Value Shares
Change
Change in
Stake
ST
176
Spot Trading
Illinois
$638K +$591K +7,983 New
Prudential Financial
177
Prudential Financial
New Jersey
$636K -$1.66M -22,470 -74%
Los Angeles Capital Management
178
Los Angeles Capital Management
California
$606K -$23.3K -315 -4%
TAM
179
Tocqueville Asset Management
New York
$605K +$111K +1,500 +25%
WT
180
Wilmington Trust
Delaware
$605K +$131K +1,767 +30%
HSBC Holdings
181
HSBC Holdings
United Kingdom
$602K -$107K -1,449 -16%
AA
182
ALPS Advisors
Colorado
$559K +$249K +3,360 +97%
FNBOO
183
First National Bank of Omaha
Nebraska
$536K -$43.3K -585 -8%
IPC
184
Independent Portfolio Consultants
Florida
$530K +$2.22K +30 +0.5%
TG
185
TCW Group
California
$528K -$155K -2,100 -24%
VRS
186
Virginia Retirement Systems
Virginia
$527K +$22.2K +300 +5%
Zurich Cantonal Bank
187
Zurich Cantonal Bank
Switzerland
$504K
BCM
188
Bridgeway Capital Management
Texas
$503K
SC
189
Saturna Capital
Washington
$479K
CCMG
190
Clark Capital Management Group
Pennsylvania
$476K -$13.5K -183 -3%
MCM
191
Manchester Capital Management
Vermont
$471K
HBT
192
Hills Bank & Trust
Iowa
$468K
CIC
193
Carnegie Investment Counsel
Ohio
$468K +$88.4K +1,194 +26%
AB
194
Amalgamated Bank
New York
$468K +$433K +5,847 New
PTC
195
Private Trust Company
Ohio
$464K -$63.3K -855 -13%
WFM
196
Wilmington Funds Management
Delaware
$452K +$418K +5,652 New
FIM
197
Freedom Investment Management
Connecticut
$447K -$5.11K -69 -1%
FNBOH
198
First National Bank of Hutchinson
Kansas
$424K +$26.9K +363 +7%
AQR Capital Management
199
AQR Capital Management
Connecticut
$421K +$66.6K +900 +21%
RFC
200
Regions Financial Corp
Alabama
$408K +$50.2K +678 +15%

MIDD Hedge Fund Activity: Q4 2013 in Review

274 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q4 2013, worth a combined $4.15B — up 15% from $3.6B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new MIDD positions and 17 closed out — a net gain of 20 holders — while 101 added to existing stakes and 105 trimmed.

The largest buyer was American Century Companies, adding an estimated $36.5M. The largest seller was Castleark Management, cutting an estimated $69.4M.

  • 274 institutional investors held Middleby (MIDD) as of Q4 2013, up from 254 in Q3 2013.
  • Funds reported $4.15B of Middleby stock for Q4 2013, up 15% quarter-over-quarter.
  • 37 funds opened new Middleby positions in Q4 2013 and 17 closed out, a net change of +20 holders.
  • The largest Middleby buyer in Q4 2013 was American Century Companies, an estimated $36.5M added.
  • The largest Middleby seller in Q4 2013 was Castleark Management, an estimated $69.4M sold.

Based on aggregated 13F filings for Q4 2013.