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Middleby
MIDD

331 hedge funds and large institutions have $7.12B invested in Middleby in 2022 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 93 increasing their positions, 124 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

33% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 36

2% more funds holding

Funds holding: 325 → 331 (+6)

3% more capital invested

Capital invested by funds: $6.93B → $7.12B (+$192M)

1.28% less ownership

Funds ownership: 101.26% → 99.99% (-1.3%)

25% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 124

76% less call options, than puts

Call options by funds: $19.6M | Put options by funds: $80.5M

Holders
331
Holders Change
+6
Holders Change %
+1.85%
% of All Funds
5.32%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
48
Increased
93
Reduced
124
Closed
36
Calls
$19.6M
Puts
$80.5M
Net Calls
-$60.9M
Net Calls Change
-$67.4M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$83.8M
2
Select Equity Group
Select Equity Group
New York
+$73.8M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$55.4M
4
Citadel Advisors
Citadel Advisors
Florida
+$50M
5
JP Morgan Chase
JP Morgan Chase
New York
+$38.7M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$109M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$73.8M
3
ACH
ArrowMark Colorado Holdings
Colorado
-$70.4M
4
EIG
EdgePoint Investment Group
Ontario, Canada
-$34.5M
5
EIP
Epoch Investment Partners
New York
-$31.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
176
Creative Planning
Kansas
$696K -$124K -909 -15%
LPL Financial
177
LPL Financial
California
$690K +$136 +1 +0%
EF
178
Empowered Funds
Pennsylvania
$690K +$701K +5,151 New
LCM
179
Logan Capital Management
Pennsylvania
$679K -$179K -1,317 -21%
JCA
180
Jade Capital Advisors
New Jersey
$670K +$681K +5,000 New
SAM
181
Securian Asset Management
Minnesota
$668K +$13.6K +100 +2%
NMIMC
182
Northwestern Mutual Investment Management Company
Wisconsin
$668K -$380K -2,795 -36%
DDC
183
DF Dent & Co
Maryland
$651K – – –
GI
184
GAMCO Investors
Connecticut
$643K – – –
GG
185
Gofen & Glossberg
Illinois
$616K -$2.59K -19 -0.4%
Neuberger Berman Group
186
Neuberger Berman Group
New York
$613K -$227K -1,666 -27%
IMRF
187
Illinois Municipal Retirement Fund
Illinois
$597K – – –
William Blair & Company
188
William Blair & Company
Illinois
$595K -$1.63K -12 -0.3%
MFG
189
Merit Financial Group
Georgia
$592K +$602K +4,422 New
HBT
190
Hills Bank & Trust
Iowa
$576K – – –
MSRPS
191
Maryland State Retirement & Pension System
Maryland
$565K +$575K +4,223 New
Cerity Partners
192
Cerity Partners
New York
$565K -$8.03K -59 -1%
CGH
193
Crossmark Global Holdings
Texas
$550K -$57.3K -421 -9%
V
194
Veritable
Delaware
$527K +$164K +1,204 +44%
TA
195
Townsend & Associates
Colorado
$518K +$457K +3,361 New
Prudential Financial
196
Prudential Financial
New Jersey
$498K -$817 -6 -0.2%
E
197
Ergoteles
New York
$494K +$502K +3,690 New
ProShare Advisors
198
ProShare Advisors
Maryland
$470K +$56.6K +416 +13%
SG Americas Securities
199
SG Americas Securities
New York
$469K +$338K +2,483 +243%
BC
200
Bridgefront Capital
Texas
$459K +$467K +3,431 New
6 7
8
9 10

MIDD Hedge Fund Activity: Q4 2022 in Review

331 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q4 2022, worth a combined $7.12B — up 2.8% from $6.93B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new MIDD positions and 36 closed out — a net gain of 12 holders — while 93 added to existing stakes and 124 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $83.8M. The largest seller was Goldman Sachs, cutting an estimated $109M.

  • 331 institutional investors held Middleby (MIDD) as of Q4 2022, up from 325 in Q3 2022.
  • Funds reported $7.12B of Middleby stock for Q4 2022, up 2.8% quarter-over-quarter.
  • 48 funds opened new Middleby positions in Q4 2022 and 36 closed out, a net change of +12 holders.
  • The largest Middleby buyer in Q4 2022 was Morgan Stanley, an estimated $83.8M added.
  • The largest Middleby seller in Q4 2022 was Goldman Sachs, an estimated $109M sold.

Based on aggregated 13F filings for Q4 2022.