Middleby
MIDD
330 hedge funds and large institutions have $5.52B invested in Middleby in 2015 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 129 increasing their positions, 107 reducing their positions, and 24 closing their positions.
67% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 24
21% more repeat investments, than reductions
Existing positions increased: 129 | Existing positions reduced: 107
18% more funds holding in top 10
Funds holding in top 10: 11 → 13 (+2)
5% more funds holding
Funds holding: 315 → 330 (+15)
4% less capital invested
Capital invested by funds: $5.75B → $5.52B (-$236M)
20% less call options, than puts
Call options by funds: $9.83M | Put options by funds: $12.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Sculptor Capital
New York
|
+$65.8M |
| 2 |
Goldman Sachs
New York
|
+$59.5M |
| 3 |
ACM
Apex Capital Management
Dayton,
Ohio
|
+$56.7M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$49M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$37.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair & Company
Chicago,
Illinois
|
-$153M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$60M |
| 3 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$27.6M |
| 4 |
CM
Churchill Management
Los Angeles,
California
|
-$25M |
| 5 |
Millennium Management
New York
|
-$16.2M |
MIDD Hedge Fund Activity: Q3 2015 in Review
330 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q3 2015, worth a combined $5.52B — down 4.1% from $5.75B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new MIDD positions and 24 closed out — a net gain of 16 holders — while 129 added to existing stakes and 107 trimmed.
The largest buyer was Sculptor Capital, adding an estimated $65.8M. The largest seller was William Blair & Company, cutting an estimated $153M.
- 330 institutional investors held Middleby (MIDD) as of Q3 2015, up from 315 in Q2 2015.
- Funds reported $5.52B of Middleby stock for Q3 2015, down 4.1% quarter-over-quarter.
- 40 funds opened new Middleby positions in Q3 2015 and 24 closed out, a net change of +16 holders.
- The largest Middleby buyer in Q3 2015 was Sculptor Capital, an estimated $65.8M added.
- The largest Middleby seller in Q3 2015 was William Blair & Company, an estimated $153M sold.
Based on aggregated 13F filings for Q3 2015.