Middleby
MIDD
340 hedge funds and large institutions have $6.31B invested in Middleby in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 82 increasing their positions, 147 reducing their positions, and 56 closing their positions.
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
1.24% more ownership
Funds ownership: 107.14% → 108.38% (+1.2%)
5% less funds holding
Funds holding: 359 → 340 (-19)
15% less capital invested
Capital invested by funds: $7.39B → $6.31B (-$1.08B)
28% less call options, than puts
Call options by funds: $11.2M | Put options by funds: $15.5M
29% less first-time investments, than exits
New positions opened: 40 | Existing positions closed: 56
44% less repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 147
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
+$343M |
| 2 |
EIG
EdgePoint Investment Group
Toronto,
Ontario, Canada
|
+$342M |
| 3 |
BCM
Bares Capital Management
Austin,
Texas
|
+$177M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
+$85.9M |
| 5 |
Janus Henderson Group
London,
|
+$68.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$190M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$159M |
| 3 |
Bank of New York Mellon
New York
|
-$128M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$90M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$69.8M |
MIDD Hedge Fund Activity: Q2 2018 in Review
340 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q2 2018, worth a combined $6.31B — down 15% from $7.39B a quarter earlier.
Sellers outnumbered buyers: 56 funds closed out of MIDD and 40 opened new positions — a net loss of 16 holders — while 147 trimmed existing stakes and 82 added.
The largest buyer was Viking Global Investors, opening a new position worth an estimated $343M. The largest seller was Goldman Sachs, cutting an estimated $190M.
- 340 institutional investors held Middleby (MIDD) as of Q2 2018, down from 359 in Q1 2018.
- Funds reported $6.31B of Middleby stock for Q2 2018, down 15% quarter-over-quarter.
- 40 funds opened new Middleby positions in Q2 2018 and 56 closed out, a net change of -16 holders.
- The largest Middleby buyer in Q2 2018 was Viking Global Investors, an estimated $343M added.
- The largest Middleby seller in Q2 2018 was Goldman Sachs, an estimated $190M sold.
Based on aggregated 13F filings for Q2 2018.