We are live on ! Find out more
MIDD icon

Middleby

349 hedge funds and large institutions have $6.41B invested in Middleby in 2019 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 113 increasing their positions, 126 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more call options, than puts

Call options by funds: $42.1M | Put options by funds: $12.3M

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1.23% less ownership

Funds ownership: 99.81%98.59% (-1.2%)

9% less funds holding

Funds holding: 383349 (-34)

10% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 126

15% less capital invested

Capital invested by funds: $7.53B → $6.41B (-$1.11B)

48% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 71

Holders
349
Holders Change
-34
Holders Change %
-8.88%
% of All Funds
7.65%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
37
Increased
113
Reduced
126
Closed
71
Calls
$42.1M
Puts
$12.3M
Net Calls
+$29.8M
Net Calls Change
+$35.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$707M +$124M +1,007,240 +20%
EIG
2
EdgePoint Investment Group
Ontario, Canada
$598M -$28M -228,366 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$577M +$1.07M +8,708 +0.2%
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$353M +$15.2M +124,028 +4%
BlackRock
5
BlackRock
New York
$324M +$1.55M +12,630 +0.5%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$305M +$6.4M +52,184 +2%
JP Morgan Chase
7
JP Morgan Chase
New York
$258M +$45.8M +373,391 +20%
RCWMU
8
Rothschild & Co Wealth Management (UK)
United Kingdom
$216M -$908K -7,402 -0.4%
DGI
9
Disciplined Growth Investors
Minnesota
$179M +$3.9M +31,819 +2%
William Blair Investment Management
10
William Blair Investment Management
Illinois
$168M -$7.17M -58,429 -4%
Capital World Investors
11
Capital World Investors
California
$146M +$34.4M +280,221 +29%
State Street
12
State Street
Massachusetts
$136M +$1.88M +15,319 +1%
Viking Global Investors
13
Viking Global Investors
Connecticut
$130M +$137M +1,115,875 New
TCAM
14
Turtle Creek Asset Management
Ontario, Canada
$123M +$20.2M +164,556 +19%
ACH
15
ArrowMark Colorado Holdings
Colorado
$118M -$3.42M -27,882 -3%
Neuberger Berman Group
16
Neuberger Berman Group
New York
$117M -$2.8M -22,844 -2%
WRF
17
Waddell & Reed Financial
Kansas
$115M +$302K +2,461 +0.3%
Wells Fargo
18
Wells Fargo
California
$106M -$11.4M -93,196 -9%
EIP
19
Epoch Investment Partners
New York
$89.6M +$67.4M +549,180 +252%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$69.7M +$501K +4,082 +0.7%
ESCM
21
Echo Street Capital Management
New York
$66.7M +$24.5M +199,421 +54%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$60.8M -$8.33M -67,934 -12%
Norges Bank
23
Norges Bank
Norway
$53M
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$52.3M +$2.37M +19,352 +5%
PAMU
25
Pictet Asset Management (UK)
United Kingdom
$51.7M +$10.9M +88,517 +25%

MIDD Hedge Fund Activity: Q3 2019 in Review

349 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q3 2019, worth a combined $6.41B — down 15% from $7.53B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of MIDD and 37 opened new positions — a net loss of 34 holders — while 126 trimmed existing stakes and 113 added.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $137M. The largest seller was Eminence Capital, exiting entirely with an estimated $173M sold.

  • 349 institutional investors held Middleby (MIDD) as of Q3 2019, down from 383 in Q2 2019.
  • Funds reported $6.41B of Middleby stock for Q3 2019, down 15% quarter-over-quarter.
  • 37 funds opened new Middleby positions in Q3 2019 and 71 closed out, a net change of -34 holders.
  • The largest Middleby buyer in Q3 2019 was Viking Global Investors, an estimated $137M added.
  • The largest Middleby seller in Q3 2019 was Eminence Capital, an estimated $173M sold.

Based on aggregated 13F filings for Q3 2019.