Middleby
MIDD
403 hedge funds and large institutions have $7.48B invested in Middleby in 2017 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 125 increasing their positions, 155 reducing their positions, and 23 closing their positions.
126% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 23
115% more call options, than puts
Call options by funds: $20.3M | Put options by funds: $9.44M
5% more funds holding
Funds holding: 383 → 403 (+20)
4% more capital invested
Capital invested by funds: $7.19B → $7.48B (+$294M)
1.66% less ownership
Funds ownership: 97% → 95.35% (-1.7%)
18% less funds holding in top 10
Funds holding in top 10: 11 → 9 (-2)
19% less repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 155
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$351M |
| 2 |
CGI
CI Global Investments
Oakland,
California
|
+$80.5M |
| 3 |
FAM
Fred Alger Management
New York
|
+$40.5M |
| 4 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$30.8M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$23.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$95.9M |
| 2 |
BAMCO Inc
New York
|
-$34.8M |
| 3 |
Goldman Sachs
New York
|
-$26M |
| 4 |
KI
Kalmar Investments
Greenville,
Delaware
|
-$24.3M |
| 5 |
UBS AM
Chicago,
Illinois
|
-$18.7M |
MIDD Hedge Fund Activity: Q1 2017 in Review
403 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q1 2017, worth a combined $7.48B — up 4.1% from $7.19B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new MIDD positions and 23 closed out — a net gain of 29 holders — while 125 added to existing stakes and 155 trimmed.
The largest buyer was BlackRock, adding an estimated $351M. The largest seller was Wellington Management Group, cutting an estimated $95.9M.
- 403 institutional investors held Middleby (MIDD) as of Q1 2017, up from 383 in Q4 2016.
- Funds reported $7.48B of Middleby stock for Q1 2017, up 4.1% quarter-over-quarter.
- 52 funds opened new Middleby positions in Q1 2017 and 23 closed out, a net change of +29 holders.
- The largest Middleby buyer in Q1 2017 was BlackRock, an estimated $351M added.
- The largest Middleby seller in Q1 2017 was Wellington Management Group, an estimated $95.9M sold.
Based on aggregated 13F filings for Q1 2017.