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Middleby

366 hedge funds and large institutions have $7.77B invested in Middleby in 2017 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 98 increasing their positions, 137 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more call options, than puts

Call options by funds: $52M | Put options by funds: $15.7M

56% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 39

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

9% more capital invested

Capital invested by funds: $7.15B → $7.77B (+$623M)

6.19% more ownership

Funds ownership: 96.89%103.08% (+6.2%)

6% more funds holding

Funds holding: 346366 (+20)

28% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 137

Holders
366
Holders Change
+20
Holders Change %
+5.78%
% of All Funds
8.3%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
61
Increased
98
Reduced
137
Closed
39
Calls
$52M
Puts
$15.7M
Net Calls
+$36.4M
Net Calls Change
+$20.4M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
176
Guggenheim Capital
Illinois
$1.32M +$373K +3,052 +45%
WMSA
177
Weiss Multi-Strategy Advisers
New York
$1.31M +$1.19M +9,700 New
NIPH
178
NN Investment Partners Holdings
Netherlands
$1.3M
FP
179
Foundry Partners
Minnesota
$1.28M -$858K -7,009 -43%
PNC Financial Services Group
180
PNC Financial Services Group
Pennsylvania
$1.2M -$75.4K -616 -6%
TCM
181
Tributary Capital Management
Nebraska
$1.2M -$710K -5,800 -39%
FIM
182
Freedom Investment Management
Connecticut
$1.2M +$58.5K +478 +6%
DWM
183
Dorchester Wealth Management
Quebec, Canada
$1.17M -$15.3K -125 -1%
LTFS
184
Ladenburg Thalmann Financial Services
Florida
$1.15M +$139K +1,138 +15%
SLAM
185
Swiss Life Asset Management
$1.14M +$1.04M +8,476 New
Mitsubishi UFJ Asset Management
186
Mitsubishi UFJ Asset Management
Japan
$1.13M +$75.9K +620 +8%
HSBC Holdings
187
HSBC Holdings
United Kingdom
$1.13M +$409K +3,340 +67%
Stifel Financial
188
Stifel Financial
Missouri
$1.12M +$23.4K +191 +2%
PTC
189
Private Trust Company
Ohio
$1.11M -$21K -172 -2%
Citigroup
190
Citigroup
New York
$1.1M +$317K +2,589 +46%
CT
191
Coastline Trust
Rhode Island
$1.1M
Holocene Advisors
192
Holocene Advisors
New York
$1.1M +$996K +8,142 New
SH
193
Svenska Handelsbanken
Sweden
$1.07M
RI
194
Ridgewood Investments
New Jersey
$1.03M -$82.1K -671 -8%
OPERF
195
Oregon Public Employees Retirement Fund
Oregon
$1.03M -$31.2K -255 -3%
MSV
196
MN Services Vermogensbeheer
Netherlands
$1M -$48.9K -400 -4%
Caisse de Depot et Placement du Quebec (CDPQ)
197
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$999K +$269K +2,200 +42%
Nomura Asset Management
198
Nomura Asset Management
Japan
$985K +$97.9K +800 +12%
DCM
199
Dupont Capital Management
Delaware
$936K
AWCI
200
Alpine Woods Capital Investors
New York
$918K