Middleby
MIDD
274 hedge funds and large institutions have $4.14B invested in Middleby in 2013 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 100 increasing their positions, 105 reducing their positions, and 17 closing their positions.
118% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 17
8% more funds holding
Funds holding: 254 → 274 (+20)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
5% less repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 105
1.12% less ownership
Funds ownership: 91.32% → 90.2% (-1.1%)
16% less capital inflows, than outflows
Capital inflows: $241M | Capital outflows: $287M
63% less call options, than puts
Call options by funds: $14.4M | Put options by funds: $38.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$36.5M |
| 2 |
NAP
New Amsterdam Partners
New York
|
+$19.4M |
| 3 |
Riverbridge Partners
Minneapolis,
Minnesota
|
+$18.1M |
| 4 |
Neuberger Berman Group
New York
|
+$16.3M |
| 5 |
Lloyds Banking Group
London,
United Kingdom
|
+$15.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OppenheimerFunds
New York
|
-$52.7M |
| 2 |
Bank of New York Mellon
New York
|
-$29.8M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$29.8M |
| 4 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
-$16.9M |
| 5 |
PCM
Pennant Capital Management
Summit,
New Jersey
|
-$14.5M |
MIDD Hedge Fund Activity: Q4 2013 in Review
274 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q4 2013, worth a combined $4.14B — up 13% from $3.66B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new MIDD positions and 17 closed out — a net gain of 20 holders — while 100 added to existing stakes and 105 trimmed.
The largest buyer was American Century Companies, adding an estimated $36.5M. The largest seller was OppenheimerFunds, cutting an estimated $52.7M.
- 274 institutional investors held Middleby (MIDD) as of Q4 2013, up from 254 in Q3 2013.
- Funds reported $4.14B of Middleby stock for Q4 2013, up 13% quarter-over-quarter.
- 37 funds opened new Middleby positions in Q4 2013 and 17 closed out, a net change of +20 holders.
- The largest Middleby buyer in Q4 2013 was American Century Companies, an estimated $36.5M added.
- The largest Middleby seller in Q4 2013 was OppenheimerFunds, an estimated $52.7M sold.
Based on aggregated 13F filings for Q4 2013.