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Middleby
MIDD

Overview Fund Activity

254 hedge funds and large institutions have $3.6B invested in Middleby in 2013 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 70 increasing their positions, 120 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
+12
Holders Change %
+4.96%
% of All Funds
8.24%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.26%
New
27
Increased
70
Reduced
120
Closed
13
Calls
$13.7M
Puts
$31.5M
Net Calls
-$17.7M
Net Calls Change
-$9M

Top Buyers

1
GA
Geneva Advisors
Illinois
$38.2M
2
GCM
Geneva Capital Management
Wisconsin
$54.5M
3
Ameriprise
Ameriprise
Minnesota
$42.7M
4
CM
Castleark Management
Illinois
$48.3M
5
NFA
Nationwide Fund Advisors
Ohio
$25.9M

Top Sellers

1
BTW
Boston Trust Walden
Massachusetts
$15.1M
2
KI
Kalmar Investments
Delaware
$62.2M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$41.4M
4
AllianceBernstein
AllianceBernstein
Tennessee
$131M
5
FAM
Fred Alger Management
New York
$29.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
YMRC
201
Yorktown Management & Research Company
Virginia
$313K – – –
RFC
202
Regions Financial Corp
Alabama
$308K -$41.6K -597 -12%
WSCM
203
Wellington Shields Capital Management
New York
$307K +$41.8K +600 +16%
AQR Capital Management
204
AQR Capital Management
Connecticut
$304K +$20.9K +300 +7%
WAM
205
World Asset Management
Michigan
$300K -$62.6K -900 -17%
OSAM
206
O'Shaughnessy Asset Management
Connecticut
$290K – – –
TRCT
207
Tower Research Capital (TRC)
New York
$281K -$60.8K -873 -18%
AG
208
Aperio Group
California
$280K +$30.1K +432 +12%
RJT
209
Raymond James Trust
Florida
$278K -$8.57K -123 -3%
RG
210
Renaissance Group
Kentucky
$275K +$3.13K +45 +1%
STC
211
SEI Trust Company
Pennsylvania
$257K -$209K -3,000 -45%
KeyBank National Association
212
KeyBank National Association
Ohio
$248K +$248K +3,555 New
TH
213
Timber Hill
Connecticut
$245K -$937K -13,440 -79%
AA
214
ALPS Advisors
Colorado
$240K +$240K +3,447 New
PA
215
Profund Advisors
Maryland
$239K +$239K +3,432 New
Asset Management One
216
Asset Management One
Japan
$231K +$231K +3,306 New
CCM
217
Coldstream Capital Management
Washington
$230K +$230K +3,300 New
CHFS
218
Cobble Hill Financial Services
New Jersey
$219K +$219K +3,150 New
HIS
219
Horizon Investment Services
Indiana
$216K +$216K +3,096 New
G
220
GlobalBridge
Minnesota
$215K -$47.3K -681 -18%
GC
221
Guggenheim Capital
Illinois
$210K -$225K -3,234 -52%
TYCC
222
Texas Yale Capital Corp
Florida
$204K +$204K +2,925 New
AG
223
Algert Global
California
$201K +$201K +2,880 New
Bank of Montreal
224
Bank of Montreal
Ontario, Canada
$194K +$116K +1,680 +150%
HNB
225
Huntington National Bank
Ohio
$186K +$31.3K +450 +20%
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