Middleby
MIDD
386 hedge funds and large institutions have $5.89B invested in Middleby in 2019 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 117 increasing their positions, 123 reducing their positions, and 29 closing their positions.
162% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 29
11% more funds holding
Funds holding: 349 → 386 (+37)
5% less repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 123
2.84% less ownership
Funds ownership: 98.59% → 95.74% (-2.8%)
8% less capital invested
Capital invested by funds: $6.41B → $5.89B (-$526M)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
60% less call options, than puts
Call options by funds: $8.65M | Put options by funds: $21.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
+$85M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$41.4M |
| 3 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$39M |
| 4 |
Morgan Stanley
New York
|
+$15.9M |
| 5 |
JP Morgan Chase
New York
|
+$15.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$228M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
-$155M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$48.1M |
| 4 |
IM
Islet Management
New York
|
-$19.1M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$15.5M |
MIDD Hedge Fund Activity: Q4 2019 in Review
386 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q4 2019, worth a combined $5.89B — down 8.2% from $6.41B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new MIDD positions and 29 closed out — a net gain of 47 holders — while 117 added to existing stakes and 123 trimmed.
The largest buyer was Viking Global Investors, adding an estimated $85M. The largest seller was Capital Research Global Investors, cutting an estimated $228M.
- 386 institutional investors held Middleby (MIDD) as of Q4 2019, up from 349 in Q3 2019.
- Funds reported $5.89B of Middleby stock for Q4 2019, down 8.2% quarter-over-quarter.
- 76 funds opened new Middleby positions in Q4 2019 and 29 closed out, a net change of +47 holders.
- The largest Middleby buyer in Q4 2019 was Viking Global Investors, an estimated $85M added.
- The largest Middleby seller in Q4 2019 was Capital Research Global Investors, an estimated $228M sold.
Based on aggregated 13F filings for Q4 2019.