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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
JMPWA
176
JP Morgan Private Wealth Advisors
California
$1.73M +$7.48K +41 +0.5%
M&T Bank
177
M&T Bank
New York
$1.63M +$205K +1,122 +16%
SOADOR
178
State of Alaska Department of Revenue
Alaska
$1.58M -$89.4K -490 -6%
Pacer Advisors
179
Pacer Advisors
Pennsylvania
$1.58M +$34.5K +189 +2%
GT
180
Glenmede Trust
Pennsylvania
$1.56M -$18.2K -100 -1%
X
181
Xponance
Pennsylvania
$1.56M -$11.9K -65 -0.8%
Public Employees Retirement Association of Colorado
182
Public Employees Retirement Association of Colorado
Colorado
$1.55M – – –
William Blair & Company
183
William Blair & Company
Illinois
$1.5M +$565K +3,096 +68%
WMSA
184
Weiss Multi-Strategy Advisers
New York
$1.49M +$1.38M +7,557 New
MIP
185
Marietta Investment Partners
Wisconsin
$1.47M -$331K -1,814 -20%
Aberdeen Group
186
Aberdeen Group
United Kingdom
$1.37M – – –
State of Wisconsin Investment Board
187
State of Wisconsin Investment Board
Wisconsin
$1.32M -$37K -203 -3%
SO
188
STRS Ohio
Ohio
$1.3M -$336K -1,844 -22%
MPIA
189
Mountain Pacific Investment Advisers
Idaho
$1.27M -$33.8K -185 -3%
KBC Group
190
KBC Group
Belgium
$1.27M +$102K +559 +9%
PFO
191
Pathstone Family Office
New Jersey
$1.27M -$99.6K -546 -8%
CF
192
CNA Financial
Illinois
$1.26M +$62K +340 +6%
LCM
193
Logan Capital Management
Pennsylvania
$1.26M -$56.4K -309 -5%
WG
194
Winton Group
United Kingdom
$1.25M +$533K +2,920 +85%
EAM
195
Eagle Asset Management
Florida
$1.17M +$44.3K +243 +4%
TC
196
TownSquare Capital
Utah
$1.14M -$6.2K -34 -0.6%
TRCT
197
Tower Research Capital (TRC)
New York
$1.14M +$212K +1,164 +25%
Prudential Financial
198
Prudential Financial
New Jersey
$1.13M -$97.8K -536 -8%
FHB
199
First Hawaiian Bank
Hawaii
$1.09M +$114K +627 +13%
RI
200
Ridgewood Investments
New Jersey
$1.08M – – –
6 7
8
9 10

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.