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Middleby
MIDD

377 hedge funds and large institutions have $10.8B invested in Middleby in 2021 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 125 increasing their positions, 107 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

46% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 41

17% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 107

14% more capital invested

Capital invested by funds: $9.44B → $10.8B (+$1.34B)

4% more funds holding

Funds holding: 364 → 377 (+13)

2% more call options, than puts

Call options by funds: $34.7M | Put options by funds: $34M

4.27% less ownership

Funds ownership: 103.06% → 98.8% (-4.3%)

Holders
377
Holders Change
+13
Holders Change %
+3.57%
% of All Funds
5.8%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
60
Increased
125
Reduced
107
Closed
41
Calls
$34.7M
Puts
$34M
Net Calls
+$671K
Net Calls Change
+$11.6M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$115M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$85.1M
3
Goldman Sachs
Goldman Sachs
New York
+$57.2M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$32.5M
5
SP
Sarasin & Partners
United Kingdom
+$32.2M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$125M
2
EIG
EdgePoint Investment Group
Ontario, Canada
-$83.5M
3
DGI
Disciplined Growth Investors
Minnesota
-$49.9M
4
Select Equity Group
Select Equity Group
New York
-$42.9M
5
Victory Capital Management
Victory Capital Management
Texas
-$41.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
CT
201
Coastline Trust
Rhode Island
$1.06M -$34.7K -190 -3%
ProShare Advisors
202
ProShare Advisors
Maryland
$1.04M +$221K +1,213 +30%
DDC
203
DF Dent & Co
Maryland
$984K – – –
SAM
204
Securian Asset Management
Minnesota
$982K – – –
Neuberger Berman Group
205
Neuberger Berman Group
New York
$981K +$120K +658 +15%
CSS
206
Cubist Systematic Strategies
Connecticut
$975K -$3.07M -16,847 -77%
VPIM
207
Vanguard Personalized Indexing Management
California
$975K +$401K +2,196 +80%
LFAS
208
Level Four Advisory Services
Texas
$964K +$323K +1,773 +57%
CGH
209
Crossmark Global Holdings
Texas
$960K +$124K +680 +16%
GI
210
GAMCO Investors
Connecticut
$944K – – –
GG
211
Gofen & Glossberg
Illinois
$931K -$4.2K -23 -0.5%
AF
212
Allworth Financial
California
$898K +$175K +957 +27%
PI
213
PEAK6 Investments
Illinois
$871K +$807K +4,425 New
AIL
214
AGF Investments LLC
Ontario, Canada
$868K +$805K +4,411 New
AG
215
Algert Global
California
$848K -$82.1K -450 -9%
HBT
216
Hills Bank & Trust
Iowa
$846K – – –
MSRPS
217
Maryland State Retirement & Pension System
Maryland
$831K – – –
Wolverine Trading
218
Wolverine Trading
Illinois
$789K +$731K +4,008 New
AR
219
Advisory Research
Illinois
$784K -$84.5K -463 -10%
MA
220
Montag & Associates
Georgia
$753K – – –
FA
221
FDx Advisors
Illinois
$745K +$14.4K +79 +2%
SAM
222
Shell Asset Management
Netherlands
$740K +$2.37K +13 +0.3%
IWP
223
Icon Wealth Partners
Texas
$729K -$1.09K -6 -0.2%
BMSSC
224
B. Metzler seel. Sohn & Co
Germany
$729K +$676K +3,706 New
YIH
225
Y-Intercept (HK)
Hong Kong
$713K +$661K +3,625 New
7 8
9
10 11

MIDD Hedge Fund Activity: Q4 2021 in Review

377 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q4 2021, worth a combined $10.8B — up 14% from $9.44B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new MIDD positions and 41 closed out — a net gain of 19 holders — while 125 added to existing stakes and 107 trimmed.

The largest buyer was Boston Partners, adding an estimated $115M. The largest seller was Citadel Advisors, cutting an estimated $125M.

  • 377 institutional investors held Middleby (MIDD) as of Q4 2021, up from 364 in Q3 2021.
  • Funds reported $10.8B of Middleby stock for Q4 2021, up 14% quarter-over-quarter.
  • 60 funds opened new Middleby positions in Q4 2021 and 41 closed out, a net change of +19 holders.
  • The largest Middleby buyer in Q4 2021 was Boston Partners, an estimated $115M added.
  • The largest Middleby seller in Q4 2021 was Citadel Advisors, an estimated $125M sold.

Based on aggregated 13F filings for Q4 2021.