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Middleby

366 hedge funds and large institutions have $7.77B invested in Middleby in 2017 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 98 increasing their positions, 137 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more call options, than puts

Call options by funds: $52M | Put options by funds: $15.7M

56% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 39

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

9% more capital invested

Capital invested by funds: $7.15B → $7.77B (+$623M)

6.19% more ownership

Funds ownership: 96.89%103.08% (+6.2%)

6% more funds holding

Funds holding: 346366 (+20)

28% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 137

Holders
366
Holders Change
+20
Holders Change %
+5.78%
% of All Funds
8.3%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
61
Increased
98
Reduced
137
Closed
39
Calls
$52M
Puts
$15.7M
Net Calls
+$36.4M
Net Calls Change
+$20.4M
Name Holding Trade Value Shares
Change
Change in
Stake
KBC Group
201
KBC Group
Belgium
$884K
WCA
202
Waratah Capital Advisors
Ontario, Canada
$868K -$22.6M -185,038 -97%
Millennium Management
203
Millennium Management
New York
$864K +$582K +4,756 +288%
TIP
204
Torray Investment Partners
Maryland
$844K +$163K +1,330 +27%
AAM
205
Advisors Asset Management
Colorado
$843K -$31.3K -256 -4%
LPL Financial
206
LPL Financial
California
$841K +$112K +914 +17%
SF
207
Synovus Financial
Georgia
$836K +$12.4K +101 +2%
ZCM
208
Zebra Capital Management
Connecticut
$835K +$757K +6,187 New
CCG
209
Chatham Capital Group
Georgia
$814K +$6.12K +50 +0.8%
APP
210
Avantax Planning Partners
Iowa
$801K -$3.55K -29 -0.5%
First Trust Advisors
211
First Trust Advisors
Illinois
$777K +$508K +4,150 +258%
SGCA
212
Steel Grove Capital Advisors
Tennessee
$774K
HBT
213
Hills Bank & Trust
Iowa
$730K -$6.12K -50 -0.9%
Commonwealth Equity Services
214
Commonwealth Equity Services
Massachusetts
$705K -$2.94K -24 -0.5%
AQR Capital Management
215
AQR Capital Management
Connecticut
$701K -$307K -2,511 -33%
PCM
216
Price Capital Management
Louisiana
$675K +$612K +5,002 New
GI
217
GAMCO Investors
Connecticut
$652K +$3.67K +30 +0.6%
PIC
218
PCJ Investment Counsel
Ontario, Canada
$652K +$591K +4,830 New
IA
219
Icon Advisers
Colorado
$648K +$97.9K +800 +20%
Cerity Partners
220
Cerity Partners
New York
$612K -$84.8K -693 -13%
NAM
221
Nissay Asset Management
Japan
$580K +$526K +4,298 New
SOADOR
222
State of Alaska Department of Revenue
Alaska
$566K +$514K +4,200 New
BFC
223
Bedel Financial Consulting
Indiana
$557K +$505K +4,128 New
MLICM
224
Metropolitan Life Insurance Company (MetLife)
New York
$555K -$19.5K -159 -4%
SG Americas Securities
225
SG Americas Securities
New York
$534K +$41.1K +336 +9%