Middleby
MIDD
290 hedge funds and large institutions have $4.46B invested in Middleby in 2014 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 114 increasing their positions, 100 reducing their positions, and 31 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 8 → 12 (+4)
42% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 31
14% more repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 100
5% more capital invested
Capital invested by funds: $4.24B → $4.46B (+$225M)
4% more funds holding
Funds holding: 280 → 290 (+10)
24% less call options, than puts
Call options by funds: $7.17M | Put options by funds: $9.46M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Pennant Capital Management
Summit,
New Jersey
|
+$41.4M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$33.2M |
| 3 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$22M |
| 4 |
CAM
Congress Asset Management
Boston,
Massachusetts
|
+$21.2M |
| 5 |
CCI
Columbus Circle Investors
|
+$14.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$41.8M |
| 2 |
RIM
RS Investment Management
San Francisco,
California
|
-$36M |
| 3 |
CM
Castleark Management
Chicago,
Illinois
|
-$34.1M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$21.4M |
| 5 |
O
OppenheimerFunds
New York
|
-$17.3M |
MIDD Hedge Fund Activity: Q3 2014 in Review
290 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q3 2014, worth a combined $4.46B — up 5.3% from $4.24B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new MIDD positions and 31 closed out — a net gain of 13 holders — while 114 added to existing stakes and 100 trimmed.
The largest buyer was Pennant Capital Management, adding an estimated $41.4M. The largest seller was Norges Bank, cutting an estimated $41.8M.
- 290 institutional investors held Middleby (MIDD) as of Q3 2014, up from 280 in Q2 2014.
- Funds reported $4.46B of Middleby stock for Q3 2014, up 5.3% quarter-over-quarter.
- 44 funds opened new Middleby positions in Q3 2014 and 31 closed out, a net change of +13 holders.
- The largest Middleby buyer in Q3 2014 was Pennant Capital Management, an estimated $41.4M added.
- The largest Middleby seller in Q3 2014 was Norges Bank, an estimated $41.8M sold.
Based on aggregated 13F filings for Q3 2014.