We are live on ! Find out more
MIDD icon

Middleby
MIDD

303 hedge funds and large institutions have $4.96B invested in Middleby in 2014 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 100 increasing their positions, 120 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 19

11% more capital invested

Capital invested by funds: $4.46B → $4.96B (+$502M)

4% more funds holding

Funds holding: 290 → 303 (+13)

4% more call options, than puts

Call options by funds: $3.47M | Put options by funds: $3.35M

0% more funds holding in top 10

Funds holding in top 10: 12 → 12 (0)

17% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 120

Holders
303
Holders Change
+13
Holders Change %
+4.48%
% of All Funds
8.08%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
38
Increased
100
Reduced
120
Closed
19
Calls
$3.47M
Puts
$3.35M
Net Calls
+$124K
Net Calls Change
+$2.41M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$72.4M
2
William Blair & Company
William Blair & Company
Illinois
+$52.2M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$42.3M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$22.6M
5
CM
Castleark Management
Illinois
+$18.7M

Top Sellers

1
BCM
Bares Capital Management
Texas
-$39.9M
2
KI
Kalmar Investments
Delaware
-$24M
3
CS
Credit Suisse
Switzerland
-$20.6M
4
RHJA
Rice Hall James & Associates
California
-$13.8M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$12.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
176
Chatham Capital Group
Georgia
$985K – – –
HHC
177
Hutchin Hill Capital
New York
$971K -$371K -4,055 -29%
MCM
178
Mazama Capital Management
Oregon
$924K -$70.8K -774 -8%
KeyBank National Association
179
KeyBank National Association
Ohio
$894K +$41.8K +457 +5%
CT
180
Coastline Trust
Rhode Island
$892K +$823K +9,000 New
BA
181
BlackRock Advisors
Delaware
$832K -$5.3K -58 -0.7%
AWCI
182
Alpine Woods Capital Investors
New York
$832K +$91.4K +1,000 +14%
MCM
183
MAI Capital Management
Ohio
$826K – – –
New York State Common Retirement Fund
184
New York State Common Retirement Fund
New York
$807K -$10.2M -111,855 -93%
AG
185
Aperio Group
California
$797K +$167K +1,829 +29%
USGIU
186
U.S. Global Investors (USGI)
Texas
$793K +$731K +8,000 New
PTC
187
Private Trust Company
Ohio
$763K +$50.2K +549 +8%
Nomura Asset Management
188
Nomura Asset Management
Japan
$749K +$137K +1,500 +25%
ICRM
189
Insight Capital Research & Management
California
$748K -$22.3K -244 -3%
BCM
190
BlueCrest Capital Management
Jersey
$743K -$229K -2,500 -25%
CB
191
Commerce Bank
Missouri
$738K -$173K -1,895 -20%
WF
192
Welch & Forbes
Massachusetts
$721K +$665K +7,272 New
CMANY
193
Capital Management Associates (New York)
New York
$719K +$664K +7,260 New
Los Angeles Capital Management
194
Los Angeles Capital Management
California
$710K -$19.3K -211 -3%
Barclays
195
Barclays
United Kingdom
$633K -$1.62M -17,740 -74%
OFS
196
Orrstown Financial Services
Pennsylvania
$627K -$124K -1,361 -18%
FIM
197
Freedom Investment Management
Connecticut
$622K +$2.74K +30 +0.5%
AB
198
Amalgamated Bank
New York
$619K +$3.11K +34 +0.5%
Calamos Advisors
199
Calamos Advisors
Illinois
$605K +$558K +6,100 New
HSBC Holdings
200
HSBC Holdings
United Kingdom
$597K -$20.8K -227 -4%
6 7
8
9 10

MIDD Hedge Fund Activity: Q4 2014 in Review

303 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q4 2014, worth a combined $4.96B — up 11% from $4.46B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new MIDD positions and 19 closed out — a net gain of 19 holders — while 100 added to existing stakes and 120 trimmed.

The largest buyer was Janus Henderson Group, opening a new position worth an estimated $72.4M. The largest seller was Bares Capital Management, cutting an estimated $39.9M.

  • 303 institutional investors held Middleby (MIDD) as of Q4 2014, up from 290 in Q3 2014.
  • Funds reported $4.96B of Middleby stock for Q4 2014, up 11% quarter-over-quarter.
  • 38 funds opened new Middleby positions in Q4 2014 and 19 closed out, a net change of +19 holders.
  • The largest Middleby buyer in Q4 2014 was Janus Henderson Group, an estimated $72.4M added.
  • The largest Middleby seller in Q4 2014 was Bares Capital Management, an estimated $39.9M sold.

Based on aggregated 13F filings for Q4 2014.