Middleby
MIDD
373 hedge funds and large institutions have $7.54B invested in Middleby in 2019 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 102 increasing their positions, 132 reducing their positions, and 32 closing their positions.
88% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 32
25% more capital invested
Capital invested by funds: $6.04B → $7.54B (+$1.5B)
14% more call options, than puts
Call options by funds: $17.5M | Put options by funds: $15.3M
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
7% more funds holding
Funds holding: 347 → 373 (+26)
1.19% less ownership
Funds ownership: 105.15% → 103.96% (-1.2%)
23% less repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 132
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$89.5M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$59.5M |
| 3 |
CCI
Columbus Circle Investors
|
+$34.9M |
| 4 |
RCWMU
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
|
+$32.4M |
| 5 |
KCM
Kingdon Capital Management
New York
|
+$31.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$130M |
| 2 |
CI Investments Inc
Toronto,
Ontario, Canada
|
-$53.8M |
| 3 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$30.5M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$30M |
| 5 |
Nordea Investment Management
Stockholm,
Sweden
|
-$26.1M |
MIDD Hedge Fund Activity: Q1 2019 in Review
373 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q1 2019, worth a combined $7.54B — up 25% from $6.04B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new MIDD positions and 32 closed out — a net gain of 28 holders — while 102 added to existing stakes and 132 trimmed.
The largest buyer was Capital World Investors, adding an estimated $89.5M. The largest seller was DZ Bank, cutting an estimated $130M.
- 373 institutional investors held Middleby (MIDD) as of Q1 2019, up from 347 in Q4 2018.
- Funds reported $7.54B of Middleby stock for Q1 2019, up 25% quarter-over-quarter.
- 60 funds opened new Middleby positions in Q1 2019 and 32 closed out, a net change of +28 holders.
- The largest Middleby buyer in Q1 2019 was Capital World Investors, an estimated $89.5M added.
- The largest Middleby seller in Q1 2019 was DZ Bank, an estimated $130M sold.
Based on aggregated 13F filings for Q1 2019.