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Middleby

349 hedge funds and large institutions have $6.41B invested in Middleby in 2019 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 113 increasing their positions, 126 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more call options, than puts

Call options by funds: $42.1M | Put options by funds: $12.3M

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1.23% less ownership

Funds ownership: 99.81%98.59% (-1.2%)

9% less funds holding

Funds holding: 383349 (-34)

10% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 126

15% less capital invested

Capital invested by funds: $7.53B → $6.41B (-$1.11B)

48% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 71

Holders
349
Holders Change
-34
Holders Change %
-8.88%
% of All Funds
7.65%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
37
Increased
113
Reduced
126
Closed
71
Calls
$42.1M
Puts
$12.3M
Net Calls
+$29.8M
Net Calls Change
+$35.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Robeco Institutional Asset Management
201
Robeco Institutional Asset Management
Netherlands
$518K -$1.69M -13,814 -76%
N
202
Natixis
France
$511K +$536K +4,369 New
Prudential Financial
203
Prudential Financial
New Jersey
$504K +$14.5K +118 +3%
CIBC World Market
204
CIBC World Market
Ontario, Canada
$492K +$95.9K +782 +23%
WBC
205
Westpac Banking Corp
Australia
$483K
MLICM
206
Metropolitan Life Insurance Company (MetLife)
New York
$477K +$143K +1,164 +40%
PIA
207
Piedmont Investment Advisors
North Carolina
$477K -$4.29K -35 -0.9%
Cerity Partners
208
Cerity Partners
New York
$476K +$500K +4,076 New
Holocene Advisors
209
Holocene Advisors
New York
$462K +$485K +3,950 New
CIC
210
Carnegie Investment Counsel
Ohio
$460K
WF
211
Welch & Forbes
Massachusetts
$457K -$5.77M -47,019 -92%
SAM
212
Shell Asset Management
Netherlands
$430K
Jane Street
213
Jane Street
New York
$417K +$438K +3,569 New
Millennium Management
214
Millennium Management
New York
$410K -$44.5M -362,980 -99%
Nordea Investment Management
215
Nordea Investment Management
Sweden
$399K
TWI
216
Thomas White International
Illinois
$397K
DWM
217
Dorchester Wealth Management
Quebec, Canada
$396K -$12.3K -100 -3%
MWNA
218
Marshall Wace North America
New York
$394K +$413K +3,368 New
Creative Planning
219
Creative Planning
Kansas
$385K
Aberdeen Group
220
Aberdeen Group
United Kingdom
$371K -$2.58K -21 -0.7%
SBIA
221
Sheaff Brock Investment Advisors
Indiana
$367K
DCM
222
Driehaus Capital Management
Illinois
$361K -$275K -2,244 -42%
SMDAM
223
Sumitomo Mitsui DS Asset Management
Japan
$351K +$62.3K +508 +20%
GCC
224
Guardian Capital (Canada)
Ontario, Canada
$340K +$39.3K +320 +12%
SO
225
STRS Ohio
Ohio
$337K -$55.4K -452 -14%

MIDD Hedge Fund Activity: Q3 2019 in Review

349 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q3 2019, worth a combined $6.41B — down 15% from $7.53B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of MIDD and 37 opened new positions — a net loss of 34 holders — while 126 trimmed existing stakes and 113 added.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $137M. The largest seller was Eminence Capital, exiting entirely with an estimated $173M sold.

  • 349 institutional investors held Middleby (MIDD) as of Q3 2019, down from 383 in Q2 2019.
  • Funds reported $6.41B of Middleby stock for Q3 2019, down 15% quarter-over-quarter.
  • 37 funds opened new Middleby positions in Q3 2019 and 71 closed out, a net change of -34 holders.
  • The largest Middleby buyer in Q3 2019 was Viking Global Investors, an estimated $137M added.
  • The largest Middleby seller in Q3 2019 was Eminence Capital, an estimated $173M sold.

Based on aggregated 13F filings for Q3 2019.