Middleby
MIDD
325 hedge funds and large institutions have $5.95B invested in Middleby in 2015 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 114 increasing their positions, 122 reducing their positions, and 40 closing their positions.
8% more capital invested
Capital invested by funds: $5.51B → $5.95B (+$436M)
7% less repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 122
8% less first-time investments, than exits
New positions opened: 37 | Existing positions closed: 40
1% less funds holding
Funds holding: 329 → 325 (-4)
31% less funds holding in top 10
Funds holding in top 10: 13 → 9 (-4)
45% less call options, than puts
Call options by funds: $14.8M | Put options by funds: $26.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$198M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$183M |
| 3 |
Goldman Sachs
New York
|
+$103M |
| 4 |
RFC
Russell Frank Company
Seattle,
Washington
|
+$56.6M |
| 5 |
William Blair Investment Management
Chicago,
Illinois
|
+$30.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Sculptor Capital
New York
|
-$121M |
| 2 |
PCM
Pennant Capital Management
Summit,
New Jersey
|
-$62.4M |
| 3 |
WMC
Westwood Management Corporation
Chicago,
Illinois
|
-$37.5M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$27.9M |
| 5 |
BAMCO Inc
New York
|
-$22.1M |
MIDD Hedge Fund Activity: Q4 2015 in Review
325 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q4 2015, worth a combined $5.95B — up 7.9% from $5.51B a quarter earlier.
Sellers outnumbered buyers: 40 funds closed out of MIDD and 37 opened new positions — a net loss of 3 holders — while 122 trimmed existing stakes and 114 added.
The largest buyer was Wellington Management Group, adding an estimated $198M. The largest seller was Sculptor Capital, cutting an estimated $121M.
- 325 institutional investors held Middleby (MIDD) as of Q4 2015, down from 329 in Q3 2015.
- Funds reported $5.95B of Middleby stock for Q4 2015, up 7.9% quarter-over-quarter.
- 37 funds opened new Middleby positions in Q4 2015 and 40 closed out, a net change of -3 holders.
- The largest Middleby buyer in Q4 2015 was Wellington Management Group, an estimated $198M added.
- The largest Middleby seller in Q4 2015 was Sculptor Capital, an estimated $121M sold.
Based on aggregated 13F filings for Q4 2015.