Middleby
MIDD
392 hedge funds and large institutions have $6.71B invested in Middleby in 2017 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 150 increasing their positions, 132 reducing their positions, and 47 closing their positions.
27% more call options, than puts
Call options by funds: $22.7M | Put options by funds: $17.9M
14% more repeat investments, than reductions
Existing positions increased: 150 | Existing positions reduced: 132
0.75% more ownership
Funds ownership: 95.35% → 96.09% (+0.75%)
3% less funds holding
Funds holding: 403 → 392 (-11)
10% less capital invested
Capital invested by funds: $7.48B → $6.71B (-$775M)
15% less first-time investments, than exits
New positions opened: 40 | Existing positions closed: 47
89% less funds holding in top 10
Funds holding in top 10: 9 → 1 (-8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$106M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
+$68.8M |
| 3 |
Goldman Sachs
New York
|
+$66.2M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$64.3M |
| 5 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$85M |
| 2 |
CCI
Columbus Circle Investors
|
-$43.8M |
| 3 |
SC
Sculptor Capital
New York
|
-$38.4M |
| 4 |
ORI
Oak Ridge Investments
Chicago,
Illinois
|
-$37.9M |
| 5 |
O
OppenheimerFunds
New York
|
-$37.3M |
MIDD Hedge Fund Activity: Q2 2017 in Review
392 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q2 2017, worth a combined $6.71B — down 10% from $7.48B a quarter earlier.
Sellers outnumbered buyers: 47 funds closed out of MIDD and 40 opened new positions — a net loss of 7 holders — while 132 trimmed existing stakes and 150 added.
The largest buyer was Janus Henderson Group, adding an estimated $106M. The largest seller was T. Rowe Price Associates, cutting an estimated $85M.
- 392 institutional investors held Middleby (MIDD) as of Q2 2017, down from 403 in Q1 2017.
- Funds reported $6.71B of Middleby stock for Q2 2017, down 10% quarter-over-quarter.
- 40 funds opened new Middleby positions in Q2 2017 and 47 closed out, a net change of -7 holders.
- The largest Middleby buyer in Q2 2017 was Janus Henderson Group, an estimated $106M added.
- The largest Middleby seller in Q2 2017 was T. Rowe Price Associates, an estimated $85M sold.
Based on aggregated 13F filings for Q2 2017.