Middleby
MIDD
320 hedge funds and large institutions have $3.21B invested in Middleby in 2020 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 111 increasing their positions, 111 reducing their positions, and 103 closing their positions.
4.55% more ownership
Funds ownership: 95.74% → 100.29% (+4.5%)
0% more repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 111
17% less funds holding
Funds holding: 386 → 320 (-66)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
44% less call options, than puts
Call options by funds: $5.92M | Put options by funds: $10.5M
46% less capital invested
Capital invested by funds: $5.89B → $3.21B (-$2.68B)
58% less first-time investments, than exits
New positions opened: 43 | Existing positions closed: 103
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$446M |
| 2 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
+$202M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$88.1M |
| 4 |
JP Morgan Chase
New York
|
+$65.9M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$55.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$239M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
-$203M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$176M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
-$99.8M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$64.4M |
MIDD Hedge Fund Activity: Q1 2020 in Review
320 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q1 2020, worth a combined $3.21B — down 46% from $5.89B a quarter earlier.
Sellers outnumbered buyers: 103 funds closed out of MIDD and 43 opened new positions — a net loss of 60 holders — while 111 trimmed existing stakes and 111 added.
The largest buyer was Goldman Sachs, adding an estimated $446M. The largest seller was Capital Research Global Investors, cutting an estimated $239M.
- 320 institutional investors held Middleby (MIDD) as of Q1 2020, down from 386 in Q4 2019.
- Funds reported $3.21B of Middleby stock for Q1 2020, down 46% quarter-over-quarter.
- 43 funds opened new Middleby positions in Q1 2020 and 103 closed out, a net change of -60 holders.
- The largest Middleby buyer in Q1 2020 was Goldman Sachs, an estimated $446M added.
- The largest Middleby seller in Q1 2020 was Capital Research Global Investors, an estimated $239M sold.
Based on aggregated 13F filings for Q1 2020.