Middleby
MIDD
366 hedge funds and large institutions have $7.78B invested in Middleby in 2017 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 97 increasing their positions, 137 reducing their positions, and 39 closing their positions.
223% more call options, than puts
Call options by funds: $52.2M | Put options by funds: $16.2M
56% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 39
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
9% more capital invested
Capital invested by funds: $7.15B → $7.78B (+$627M)
6.19% more ownership
Funds ownership: 96.89% → 103.08% (+6.2%)
6% more funds holding
Funds holding: 346 → 366 (+20)
29% less repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 137
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$241M |
| 2 |
Janus Henderson Group
London,
|
+$111M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$111M |
| 4 |
Bank of New York Mellon
New York
|
+$103M |
| 5 |
CGI
CI Global Investments
Oakland,
California
|
+$58.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$145M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$125M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$78.9M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$60.2M |
| 5 |
BAMCO Inc
New York
|
-$43.8M |
MIDD Hedge Fund Activity: Q4 2017 in Review
366 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q4 2017, worth a combined $7.78B — up 8.8% from $7.15B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new MIDD positions and 39 closed out — a net gain of 22 holders — while 97 added to existing stakes and 137 trimmed.
The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $241M. The largest seller was Artisan Partners, exiting entirely with an estimated $145M sold.
- 366 institutional investors held Middleby (MIDD) as of Q4 2017, up from 346 in Q3 2017.
- Funds reported $7.78B of Middleby stock for Q4 2017, up 8.8% quarter-over-quarter.
- 61 funds opened new Middleby positions in Q4 2017 and 39 closed out, a net change of +22 holders.
- The largest Middleby buyer in Q4 2017 was Capital Research Global Investors, an estimated $241M added.
- The largest Middleby seller in Q4 2017 was Artisan Partners, an estimated $145M sold.
Based on aggregated 13F filings for Q4 2017.