Middleby
MIDD
254 hedge funds and large institutions have $3.66B invested in Middleby in 2013 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 69 increasing their positions, 121 reducing their positions, and 13 closing their positions.
108% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 13
16% more capital inflows, than outflows
Capital inflows: $305M | Capital outflows: $262M
5% more funds holding
Funds holding: 242 → 254 (+12)
1.03% more ownership
Funds ownership: 90.29% → 91.32% (+1%)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
43% less repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 121
56% less call options, than puts
Call options by funds: $13.7M | Put options by funds: $31.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OppenheimerFunds
New York
|
+$57.1M |
| 2 |
Geneva Advisors
Chicago,
Illinois
|
+$33M |
| 3 |
Geneva Capital Management
Milwaukee,
Wisconsin
|
+$32.5M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$29.3M |
| 5 |
Nationwide Fund Advisors
Columbus,
Ohio
|
+$17.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Trust Walden
Boston,
Massachusetts
|
-$49.3M |
| 2 |
KI
Kalmar Investments
Greenville,
Delaware
|
-$23.1M |
| 3 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$18.5M |
| 4 |
Castleark Management
Chicago,
Illinois
|
-$14.4M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$12.5M |
MIDD Hedge Fund Activity: Q3 2013 in Review
254 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q3 2013, worth a combined $3.66B — up 25% from $2.93B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new MIDD positions and 13 closed out — a net gain of 14 holders — while 69 added to existing stakes and 121 trimmed.
The largest buyer was OppenheimerFunds, adding an estimated $57.1M. The largest seller was Boston Trust Walden, cutting an estimated $49.3M.
- 254 institutional investors held Middleby (MIDD) as of Q3 2013, up from 242 in Q2 2013.
- Funds reported $3.66B of Middleby stock for Q3 2013, up 25% quarter-over-quarter.
- 27 funds opened new Middleby positions in Q3 2013 and 13 closed out, a net change of +14 holders.
- The largest Middleby buyer in Q3 2013 was OppenheimerFunds, an estimated $57.1M added.
- The largest Middleby seller in Q3 2013 was Boston Trust Walden, an estimated $49.3M sold.
Based on aggregated 13F filings for Q3 2013.