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Middleby

366 hedge funds and large institutions have $7.77B invested in Middleby in 2017 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 98 increasing their positions, 137 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more call options, than puts

Call options by funds: $52M | Put options by funds: $15.7M

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: 56 (+1)

9% more capital invested

Capital invested by funds: $7.15B → $7.77B (+$623M)

6.19% more ownership

Funds ownership: 96.89%103.08% (+6.2%)

6% more funds holding

Funds holding: 346366 (+20)

28% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 137

Holders
366
Holders Change
+20
Holders Change %
+5.78%
% of All Funds
8.3%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
61
Increased
98
Reduced
137
Closed
39
Calls
$52M
Puts
$15.7M
Net Calls
+$36.4M
Net Calls Change
+$20.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$612M -$7.84M -64,090 -1%
Goldman Sachs
2
Goldman Sachs
New York
$465M -$322K -2,633 -0.1%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$395M -$78.9M -645,160 -18%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$395M -$125M -1,022,418 -26%
CGI
5
CI Global Investments
California
$384M +$58.9M +480,970 +20%
Fiera Capital (Canada)
6
Fiera Capital (Canada)
Quebec, Canada
$373M +$11.7M +95,333 +4%
BlackRock
7
BlackRock
New York
$366M +$976K +7,976 +0.3%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$294M +$111M +906,112 +71%
Capital Research Global Investors
9
Capital Research Global Investors
California
$266M +$241M +1,967,973 New
William Blair Investment Management
10
William Blair Investment Management
Illinois
$248M -$12.3M -100,778 -5%
DGI
11
Disciplined Growth Investors
Minnesota
$220M +$253K +2,066 +0.1%
Citadel Advisors
12
Citadel Advisors
Florida
$214M +$111M +906,045 +133%
JP Morgan Chase
13
JP Morgan Chase
New York
$195M +$34.3M +280,125 +24%
American Century Companies
14
American Century Companies
Missouri
$174M -$14.9M -121,423 -9%
Neuberger Berman Group
15
Neuberger Berman Group
New York
$172M -$7.67M -62,655 -5%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$157M +$103M +837,820 +259%
State Street
17
State Street
Massachusetts
$141M +$4.12M +33,646 +3%
Wells Fargo
18
Wells Fargo
California
$127M -$1.66M -13,562 -1%
BAMCO Inc
19
BAMCO Inc
New York
$110M -$43.8M -357,583 -31%
SO
20
STRS Ohio
Ohio
$73.9M +$9.12M +74,531 +16%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$73.3M -$7.93M -64,829 -11%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$72.6M -$724K -5,913 -1%
Public Employees Retirement Association of Colorado
23
Public Employees Retirement Association of Colorado
Colorado
$70.4M +$3.08M +25,167 +5%
TCAM
24
Turtle Creek Asset Management
Ontario, Canada
$69.6M +$58.4M +477,050 +1,234%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$67.6M +$5.86M +47,923 +11%