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Middleby

329 hedge funds and large institutions have $5.51B invested in Middleby in 2015 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 129 increasing their positions, 107 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 24

21% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 107

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

4% more funds holding

Funds holding: 315329 (+14)

2% less capital invested

Capital invested by funds: $5.63B → $5.51B (-$119M)

20% less call options, than puts

Call options by funds: $9.83M | Put options by funds: $12.3M

Holders
329
Holders Change
+14
Holders Change %
+4.44%
% of All Funds
9.19%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.36%
New
39
Increased
129
Reduced
107
Closed
24
Calls
$9.83M
Puts
$12.3M
Net Calls
-$2.48M
Net Calls Change
-$573K
Name Holding Trade Value Shares
Change
Change in
Stake
WSCM
201
Wellington Shields Capital Management
New York
$834K -$576K -5,000 -39%
ICRM
202
Insight Capital Research & Management
California
$815K -$1.84K -16 -0.2%
LTFS
203
Ladenburg Thalmann Financial Services
Florida
$809K -$231K -2,004 -21%
SSWM
204
Sheets Smith Wealth Management
North Carolina
$804K -$18.1K -157 -2%
TCP
205
TAMRO Capital Partners
Virginia
$789K -$934K -8,104 -52%
KeyBank National Association
206
KeyBank National Association
Ohio
$786K +$23.8K +207 +3%
CCM
207
Cadence Capital Management
Massachusetts
$785K -$1.66M -14,412 -66%
HSBC Holdings
208
HSBC Holdings
United Kingdom
$754K -$1.36M -11,784 -62%
HighTower Advisors
209
HighTower Advisors
Illinois
$744K +$304K +2,635 +59%
Teacher Retirement System of Texas
210
Teacher Retirement System of Texas
Texas
$741K +$555K +4,819 +216%
HMS
211
Hanseatic Management Services
New Mexico
$727K +$796K +6,910 New
NMIMC
212
Northwestern Mutual Investment Management Company
Wisconsin
$710K
AB
213
Amalgamated Bank
New York
$705K +$11.6K +101 +2%
BF
214
BOK Financial
Oklahoma
$700K -$381K -3,309 -33%
Citigroup
215
Citigroup
New York
$684K +$120K +1,043 +19%
VKH
216
Virtu KCG Holdings
New York
$682K +$208K +1,804 +39%
SC
217
Saturna Capital
Washington
$652K
USGIU
218
U.S. Global Investors (USGI)
Texas
$631K
Victory Capital Management
219
Victory Capital Management
Texas
$628K +$137K +1,191 +25%
HBT
220
Hills Bank & Trust
Iowa
$617K
Canada Life
221
Canada Life
Manitoba, Canada
$600K -$538K -4,674 -45%
VRS
222
Virginia Retirement Systems
Virginia
$589K -$1.17M -10,200 -65%
GC
223
Guggenheim Capital
Illinois
$565K +$288K +2,496 +87%
WSA
224
Wall Street Associates
California
$545K -$318K -2,764 -35%
CG
225
Clinton Group
New York
$545K +$597K +5,179 New