We are live on ! Find out more
MIDD icon

Middleby

383 hedge funds and large institutions have $7.19B invested in Middleby in 2016 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 121 increasing their positions, 128 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,638% more call options, than puts

Call options by funds: $214M | Put options by funds: $5.73M

97% more ownership

Funds ownership: 0%97% (+97%)

61% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 44

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

7% more capital invested

Capital invested by funds: $6.69B → $7.19B (+$497M)

6% more funds holding

Funds holding: 360383 (+23)

5% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 128

Holders
383
Holders Change
+23
Holders Change %
+6.39%
% of All Funds
9.57%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.28%
New
71
Increased
121
Reduced
128
Closed
44
Calls
$214M
Puts
$5.73M
Net Calls
+$208M
Net Calls Change
+$195M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$639M +$104M +824,626 +20%
Vanguard Group
2
Vanguard Group
Pennsylvania
$556M +$23.6M +187,639 +5%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$514M +$50.2M +398,925 +11%
Goldman Sachs
4
Goldman Sachs
New York
$328M +$52.4M +416,513 +20%
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$239M +$18.5M +147,176 +9%
DGI
6
Disciplined Growth Investors
Minnesota
$218M +$2.87M +22,829 +1%
BAMCO Inc
7
BAMCO Inc
New York
$210M -$37.3M -296,234 -15%
BIT
8
BlackRock Institutional Trust
California
$205M +$21.7M +172,650 +12%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$185M +$15.1M +119,680 +9%
American Century Companies
10
American Century Companies
Missouri
$183M -$19.5M -154,945 -10%
William Blair Investment Management
11
William Blair Investment Management
Illinois
$178M -$1.09M -8,694 -0.6%
Artisan Partners
12
Artisan Partners
Wisconsin
$164M -$10.7M -84,800 -6%
JP Morgan Chase
13
JP Morgan Chase
New York
$154M -$35.7M -283,914 -19%
State Street
14
State Street
Massachusetts
$127M +$35.3M +280,330 +40%
AllianceBernstein
15
AllianceBernstein
Tennessee
$125M -$4.63M -36,773 -4%
ORI
16
Oak Ridge Investments
Illinois
$109M -$15.3M -121,482 -13%
CGI
17
CI Global Investments
California
$95.3M +$35.9M +285,000 +63%
JHIU
18
Janus Henderson Investors US
Colorado
$94.1M +$3.18M +25,239 +4%
Westfield Capital Management
19
Westfield Capital Management
Massachusetts
$82.2M -$7.39M -58,739 -8%
Janus Henderson Group
20
Janus Henderson Group
United Kingdom
$76.7M -$4.5M -35,753 -6%
BFA
21
BlackRock Fund Advisors
California
$74.1M +$4.54M +36,063 +7%
Russell Investments Group
22
Russell Investments Group
United Kingdom
$69.4M +$67.8M +539,036 New
Handelsbanken Fonder
23
Handelsbanken Fonder
Sweden
$61.3M -$4.41M -35,000 -7%
Wells Fargo
24
Wells Fargo
California
$59.5M +$371K +2,948 +0.6%
Public Employees Retirement Association of Colorado
25
Public Employees Retirement Association of Colorado
Colorado
$57.1M +$829K +6,590 +2%

MIDD Hedge Fund Activity: Q4 2016 in Review

383 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q4 2016, worth a combined $7.19B — up 7.4% from $6.69B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new MIDD positions and 44 closed out — a net gain of 27 holders — while 121 added to existing stakes and 128 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $104M. The largest seller was Sculptor Capital, cutting an estimated $90M.

  • 383 institutional investors held Middleby (MIDD) as of Q4 2016, up from 360 in Q3 2016.
  • Funds reported $7.19B of Middleby stock for Q4 2016, up 7.4% quarter-over-quarter.
  • 71 funds opened new Middleby positions in Q4 2016 and 44 closed out, a net change of +27 holders.
  • The largest Middleby buyer in Q4 2016 was Wellington Management Group, an estimated $104M added.
  • The largest Middleby seller in Q4 2016 was Sculptor Capital, an estimated $90M sold.

Based on aggregated 13F filings for Q4 2016.