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Middleby
MIDD

Overview Fund Activity

274 hedge funds and large institutions have $4.15B invested in Middleby in 2013 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 101 increasing their positions, 105 reducing their positions, and 17 closing their positions.

Holders
274
Holders Change
+20
Holders Change %
+7.87%
% of All Funds
7.96%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
37
Increased
101
Reduced
105
Closed
17
Calls
$14.4M
Puts
$38.8M
Net Calls
-$24.5M
Net Calls Change
-$6.76M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$142M
2
NAP
2
New Amsterdam Partners
New York
$20.9M
3
RP
3
Riverbridge Partners
Minnesota
$19.6M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$164M
5
LBG
5
Lloyds Banking Group
United Kingdom
$17.2M

Top Sellers

1
CM
1
Castleark Management
Illinois
$56.4M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$5.05M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$34.5M
4
Luther King Capital Management (LKCM)
4
Luther King Capital Management (LKCM)
Texas
$58.2M
5
PCM
5
Pennant Capital Management
New Jersey
$51M
Name Market Value Shares Shares
Change 		Shares
Change %
BAMCO Inc
1
BAMCO Inc
New York
$321M 1,337,532 +37,654 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$270M 1,123,690 +41,699 +4%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$164M 685,022 +73,416 +12%
DGI
4
Disciplined Growth Investors
Minnesota
$156M 649,069 +10,988 +2%
AllianceBernstein
5
AllianceBernstein
Tennessee
$147M 611,184 -15,732 -3%
American Century Companies
6
American Century Companies
Missouri
$142M 590,150 +164,430 +39%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$119M 495,568 -8,430 -2%
BIT
8
BlackRock Institutional Trust
California
$119M 495,764 -3,909 -0.8%
BFA
9
BlackRock Fund Advisors
California
$113M 470,233 -24,304 -5%
SAM
10
Southernsun Asset Management
Tennessee
$99.5M 415,062 -25,779 -6%
CWAM
11
Columbia Wanger Asset Management
Illinois
$98.5M 410,600 +35,100 +9%
State Street
12
State Street
Massachusetts
$91.5M 381,114 +1,677 +0.4%
ORI
13
Oak Ridge Investments
Illinois
$87.3M 364,029 -1,057 -0.3%
BCM
14
Bares Capital Management
Texas
$81.1M 338,162 -988 -0.3%
Northern Trust
15
Northern Trust
Illinois
$73M 304,573 +3,921 +1%
KI
16
Kalmar Investments
Delaware
$71.2M 296,899 -851 -0.3%
GKIM
17
GW&K Investment Management
Massachusetts
$70.7M 294,762 +7,632 +3%
O
18
OppenheimerFunds
New York
$68.8M 286,680 +24,800 +9%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$64.2M 267,704 +14,678 +6%
GCM
20
Geneva Capital Management
Wisconsin
$63.6M 265,436 +4,496 +2%
Luther King Capital Management (LKCM)
21
Luther King Capital Management (LKCM)
Texas
$58.2M 242,793 -76,155 -24%
Wells Fargo
22
Wells Fargo
California
$57.8M 241,096 -14,314 -6%
CM
23
Castleark Management
Illinois
$56.4M 235,391 -312,437 -57%
PCM
24
Pennant Capital Management
New Jersey
$51M 212,796 -65,500 -24%
Fiera Capital (Canada)
25
Fiera Capital (Canada)
Quebec, Canada
$49.8M 207,575 -43,065 -17%
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