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Middleby
MIDD

242 hedge funds and large institutions have $2.88B invested in Middleby in 2013 Q2 according to their latest regulatory filings, with 242 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

44% less call options, than puts

Call options by funds: $11M | Put options by funds: $19.7M

Holders
242
Holders Change
+242
Holders Change %
–
% of All Funds
7.9%
Holding in Top 10
9
Holding in Top 10 Change
+9
Holding in Top 10 Change %
% of All Funds
0.29%
New
242
Increased
–
Reduced
–
Closed
–
Calls
$11M
Puts
$19.7M
Net Calls
-$8.72M
Net Calls Change
-$8.72M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
BAMCO Inc
1
BAMCO Inc
New York
$214M +$198M +3,770,661 New
Vanguard Group
2
Vanguard Group
Pennsylvania
$169M +$157M +2,988,444 New
AllianceBernstein
3
AllianceBernstein
Tennessee
$118M +$109M +2,075,385 New
DGI
4
Disciplined Growth Investors
Minnesota
$111M +$103M +1,964,679 New
Neuberger Berman Group
5
Neuberger Berman Group
New York
$103M +$95.2M +1,812,618 New
BIT
6
BlackRock Institutional Trust
California
$86.9M +$80.5M +1,531,938 New
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$86.2M +$79.9M +1,520,394 New
SAM
8
Southernsun Asset Management
Tennessee
$79M +$73.2M +1,393,854 New
BFA
9
BlackRock Fund Advisors
California
$74.2M +$68.8M +1,309,116 New
KI
10
Kalmar Investments
Delaware
$71M +$65.8M +1,252,914 New
State Street
11
State Street
Massachusetts
$66.5M +$61.6M +1,173,288 New
CWAM
12
Columbia Wanger Asset Management
Illinois
$63.9M +$59.2M +1,126,500 New
ORI
13
Oak Ridge Investments
Illinois
$62.3M +$57.7M +1,098,432 New
Luther King Capital Management (LKCM)
14
Luther King Capital Management (LKCM)
Texas
$62.1M +$57.5M +1,095,270 New
BCM
15
Bares Capital Management
Texas
$59.5M +$55.1M +1,048,911 New
American Century Companies
16
American Century Companies
Missouri
$58.4M +$54.1M +1,029,480 New
BTW
17
Boston Trust Walden
Massachusetts
$55.8M +$51.7M +984,834 New
Northern Trust
18
Northern Trust
Illinois
$51.4M +$47.6M +905,859 New
Bank of New York Mellon
19
Bank of New York Mellon
New York
$48.6M +$45M +856,317 New
JP Morgan Chase
20
JP Morgan Chase
New York
$47.2M +$43.8M +833,166 New
PCM
21
Pennant Capital Management
New Jersey
$46.9M +$43.5M +827,388 New
Fiera Capital (Canada)
22
Fiera Capital (Canada)
Quebec, Canada
$45M +$41.7M +794,583 New
CM
23
Castleark Management
Illinois
$43.8M +$40.6M +772,050 New
GKIM
24
GW&K Investment Management
Massachusetts
$42.3M +$39.2M +746,355 New
O
25
OppenheimerFunds
New York
$38.6M +$35.8M +681,630 New
1
2 3 4 5

MIDD Hedge Fund Activity: Q2 2013 in Review

242 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q2 2013, worth a combined $2.88B.

Buyers outnumbered sellers: 242 funds opened new MIDD positions and 0 closed out — a net gain of 242 holders — while 0 added to existing stakes and 0 trimmed.

  • 242 institutional investors held Middleby (MIDD) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $2.88B of Middleby stock for Q2 2013.
  • 242 funds opened new Middleby positions in Q2 2013 and 0 closed out, a net change of +242 holders.

Based on aggregated 13F filings for Q2 2013.