Middleby
MIDD
359 hedge funds and large institutions have $7.39B invested in Middleby in 2018 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 109 increasing their positions, 143 reducing their positions, and 42 closing their positions.
4.06% more ownership
Funds ownership: 103.08% → 107.14% (+4.1%)
5% less capital invested
Capital invested by funds: $7.78B → $7.39B (-$385M)
7% less first-time investments, than exits
New positions opened: 39 | Existing positions closed: 42
2% less funds holding
Funds holding: 366 → 359 (-7)
18% less call options, than puts
Call options by funds: $20.7M | Put options by funds: $25.1M
24% less repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 143
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIG
EdgePoint Investment Group
Toronto,
Ontario, Canada
|
+$260M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$243M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$99.2M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$53.6M |
| 5 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$52.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CGI
CI Global Investments
Oakland,
California
|
-$142M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$102M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$77M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$50.3M |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$44.5M |
MIDD Hedge Fund Activity: Q1 2018 in Review
359 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q1 2018, worth a combined $7.39B — down 5% from $7.78B a quarter earlier.
Sellers outnumbered buyers: 42 funds closed out of MIDD and 39 opened new positions — a net loss of 3 holders — while 143 trimmed existing stakes and 109 added.
The largest buyer was EdgePoint Investment Group, opening a new position worth an estimated $260M. The largest seller was CI Global Investments, cutting an estimated $142M.
- 359 institutional investors held Middleby (MIDD) as of Q1 2018, down from 366 in Q4 2017.
- Funds reported $7.39B of Middleby stock for Q1 2018, down 5% quarter-over-quarter.
- 39 funds opened new Middleby positions in Q1 2018 and 42 closed out, a net change of -3 holders.
- The largest Middleby buyer in Q1 2018 was EdgePoint Investment Group, an estimated $260M added.
- The largest Middleby seller in Q1 2018 was CI Global Investments, an estimated $142M sold.
Based on aggregated 13F filings for Q1 2018.