Middleby
MIDD
347 hedge funds and large institutions have $6.04B invested in Middleby in 2018 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 107 increasing their positions, 111 reducing their positions, and 55 closing their positions.
208% more call options, than puts
Call options by funds: $13.5M | Put options by funds: $4.36M
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
4% less repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 111
1.09% less ownership
Funds ownership: 106.24% → 105.15% (-1.1%)
4% less funds holding
Funds holding: 362 → 347 (-15)
16% less first-time investments, than exits
New positions opened: 46 | Existing positions closed: 55
21% less capital invested
Capital invested by funds: $7.66B → $6.04B (-$1.62B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CI Investments Inc
Toronto,
Ontario, Canada
|
+$134M |
| 2 |
RCWMU
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
|
+$72.9M |
| 3 |
JP Morgan Chase
New York
|
+$58.7M |
| 4 |
EIG
EdgePoint Investment Group
Toronto,
Ontario, Canada
|
+$50.4M |
| 5 |
TCIM
TIAA CREF Investment Management
New York
|
+$42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
-$204M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
-$43.6M |
| 3 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
-$39.3M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$19.7M |
| 5 |
Goldman Sachs
New York
|
-$19.4M |
MIDD Hedge Fund Activity: Q4 2018 in Review
347 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q4 2018, worth a combined $6.04B — down 21% from $7.66B a quarter earlier.
Sellers outnumbered buyers: 55 funds closed out of MIDD and 46 opened new positions — a net loss of 9 holders — while 111 trimmed existing stakes and 107 added.
The largest buyer was CI Investments Inc, opening a new position worth an estimated $134M. The largest seller was Viking Global Investors, cutting an estimated $204M.
- 347 institutional investors held Middleby (MIDD) as of Q4 2018, down from 362 in Q3 2018.
- Funds reported $6.04B of Middleby stock for Q4 2018, down 21% quarter-over-quarter.
- 46 funds opened new Middleby positions in Q4 2018 and 55 closed out, a net change of -9 holders.
- The largest Middleby buyer in Q4 2018 was CI Investments Inc, an estimated $134M added.
- The largest Middleby seller in Q4 2018 was Viking Global Investors, an estimated $204M sold.
Based on aggregated 13F filings for Q4 2018.