Middleby
MIDD
324 hedge funds and large institutions have $5.17B invested in Middleby in 2015 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 111 increasing their positions, 124 reducing their positions, and 25 closing their positions.
96% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 25
7% more funds holding
Funds holding: 303 → 324 (+21)
4% more capital invested
Capital invested by funds: $4.96B → $5.17B (+$201M)
10% less repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 124
33% less funds holding in top 10
Funds holding in top 10: 12 → 8 (-4)
62% less call options, than puts
Call options by funds: $3.33M | Put options by funds: $8.83M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Sculptor Capital
New York
|
+$162M |
| 2 |
Goldman Sachs
New York
|
+$53.7M |
| 3 |
Westfield Capital Management
Boston,
Massachusetts
|
+$52.7M |
| 4 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$25.2M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$20.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Bares Capital Management
Austin,
Texas
|
-$58.1M |
| 2 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
-$48.2M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$41.8M |
| 4 |
JP Morgan Chase
New York
|
-$40.5M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$27M |
MIDD Hedge Fund Activity: Q1 2015 in Review
324 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q1 2015, worth a combined $5.17B — up 4.1% from $4.96B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new MIDD positions and 25 closed out — a net gain of 24 holders — while 111 added to existing stakes and 124 trimmed.
The largest buyer was Sculptor Capital, opening a new position worth an estimated $162M. The largest seller was Bares Capital Management, exiting entirely with an estimated $58.1M sold.
- 324 institutional investors held Middleby (MIDD) as of Q1 2015, up from 303 in Q4 2014.
- Funds reported $5.17B of Middleby stock for Q1 2015, up 4.1% quarter-over-quarter.
- 49 funds opened new Middleby positions in Q1 2015 and 25 closed out, a net change of +24 holders.
- The largest Middleby buyer in Q1 2015 was Sculptor Capital, an estimated $162M added.
- The largest Middleby seller in Q1 2015 was Bares Capital Management, an estimated $58.1M sold.
Based on aggregated 13F filings for Q1 2015.