Middleby
MIDD
303 hedge funds and large institutions have $4.97B invested in Middleby in 2014 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 100 increasing their positions, 120 reducing their positions, and 19 closing their positions.
100% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 19
11% more capital invested
Capital invested by funds: $4.46B → $4.97B (+$502M)
4% more funds holding
Funds holding: 290 → 303 (+13)
4% more call options, than puts
Call options by funds: $3.47M | Put options by funds: $3.35M
0% more funds holding in top 10
Funds holding in top 10: 12 → 12 (0)
17% less repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 120
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
|
+$72.4M |
| 2 |
William Blair & Company
Chicago,
Illinois
|
+$52.2M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$42.3M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$22.6M |
| 5 |
CM
Castleark Management
Chicago,
Illinois
|
+$18.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Bares Capital Management
Austin,
Texas
|
-$39.9M |
| 2 |
KI
Kalmar Investments
Greenville,
Delaware
|
-$24M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$20.6M |
| 4 |
RHJA
Rice Hall James & Associates
San Diego,
California
|
-$13.8M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$12.7M |
MIDD Hedge Fund Activity: Q4 2014 in Review
303 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q4 2014, worth a combined $4.97B — up 11% from $4.46B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new MIDD positions and 19 closed out — a net gain of 19 holders — while 100 added to existing stakes and 120 trimmed.
The largest buyer was Janus Henderson Group, opening a new position worth an estimated $72.4M. The largest seller was Bares Capital Management, cutting an estimated $39.9M.
- 303 institutional investors held Middleby (MIDD) as of Q4 2014, up from 290 in Q3 2014.
- Funds reported $4.97B of Middleby stock for Q4 2014, up 11% quarter-over-quarter.
- 38 funds opened new Middleby positions in Q4 2014 and 19 closed out, a net change of +19 holders.
- The largest Middleby buyer in Q4 2014 was Janus Henderson Group, an estimated $72.4M added.
- The largest Middleby seller in Q4 2014 was Bares Capital Management, an estimated $39.9M sold.
Based on aggregated 13F filings for Q4 2014.