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Middleby

360 hedge funds and large institutions have $6.69B invested in Middleby in 2016 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 125 increasing their positions, 133 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

357% more call options, than puts

Call options by funds: $16.8M | Put options by funds: $3.67M

43% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 28

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

5% more capital invested

Capital invested by funds: $6.36B → $6.69B (+$332M)

2% more funds holding

Funds holding: 352360 (+8)

6% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 133

Holders
360
Holders Change
+8
Holders Change %
+2.27%
% of All Funds
9.61%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.27%
New
40
Increased
125
Reduced
133
Closed
28
Calls
$16.8M
Puts
$3.67M
Net Calls
+$13.1M
Net Calls Change
+$10.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$511M -$57M -463,883 -10%
Vanguard Group
2
Vanguard Group
Pennsylvania
$510M +$11.7M +95,184 +2%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$444M +$524K +4,264 +0.1%
Goldman Sachs
4
Goldman Sachs
New York
$264M -$34.9M -284,042 -12%
BAMCO Inc
5
BAMCO Inc
New York
$238M -$83.3M -678,292 -26%
Fiera Capital (Canada)
6
Fiera Capital (Canada)
Quebec, Canada
$211M +$8.68M +70,697 +4%
DGI
7
Disciplined Growth Investors
Minnesota
$207M -$3.38M -27,565 -2%
American Century Companies
8
American Century Companies
Missouri
$194M -$23.6M -192,280 -11%
JP Morgan Chase
9
JP Morgan Chase
New York
$183M -$14.4M -117,315 -7%
BIT
10
BlackRock Institutional Trust
California
$175M +$926K +7,542 +0.5%
William Blair Investment Management
11
William Blair Investment Management
Illinois
$172M -$291K -2,367 -0.2%
Artisan Partners
12
Artisan Partners
Wisconsin
$168M +$17M +138,157 +11%
Neuberger Berman Group
13
Neuberger Berman Group
New York
$163M -$3.45M -28,086 -2%
AllianceBernstein
14
AllianceBernstein
Tennessee
$124M +$17.8M +144,923 +17%
ORI
15
Oak Ridge Investments
Illinois
$120M -$16.7M -135,607 -12%
SC
16
Sculptor Capital
New York
$109M +$8.31M +67,676 +8%
JHIU
17
Janus Henderson Investors US
Colorado
$87.2M +$2.15M +17,488 +3%
State Street
18
State Street
Massachusetts
$86.8M +$792K +6,447 +0.9%
Westfield Capital Management
19
Westfield Capital Management
Massachusetts
$86.1M +$15.6M +126,665 +22%
Janus Henderson Group
20
Janus Henderson Group
United Kingdom
$78M -$2.33M -18,983 -3%
BFA
21
BlackRock Fund Advisors
California
$66.7M +$785K +6,395 +1%
Handelsbanken Fonder
22
Handelsbanken Fonder
Sweden
$63.2M +$27.6M +225,000 +79%
EA
23
Emerald Acquisition
Washington
$59.9M -$7.96M -64,802 -12%
PAMU
24
Pictet Asset Management (UK)
United Kingdom
$59M -$11.1M -90,102 -16%
Wells Fargo
25
Wells Fargo
California
$56.8M -$672K -5,476 -1%