Middleby
MIDD
309 hedge funds and large institutions have $4.76B invested in Middleby in 2020 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 77 increasing their positions, 111 reducing their positions, and 82 closing their positions.
51% more call options, than puts
Call options by funds: $20.9M | Put options by funds: $13.8M
48% more capital invested
Capital invested by funds: $3.2B → $4.76B (+$1.55B)
8.17% more ownership
Funds ownership: 100.24% → 108.41% (+8.2%)
4% less funds holding
Funds holding: 321 → 309 (-12)
12% less first-time investments, than exits
New positions opened: 72 | Existing positions closed: 82
31% less repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 111
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$149M |
| 2 |
BlackRock
New York
|
+$132M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$60.4M |
| 4 |
JP Morgan Chase
New York
|
+$43.5M |
| 5 |
TCAM
Turtle Creek Asset Management
Toronto,
Ontario, Canada
|
+$42.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$132M |
| 2 |
RCWMU
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
|
-$120M |
| 3 |
Neuberger Berman Group
New York
|
-$64.5M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$48.8M |
| 5 |
EIG
EdgePoint Investment Group
Toronto,
Ontario, Canada
|
-$42.3M |
MIDD Hedge Fund Activity: Q2 2020 in Review
309 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q2 2020, worth a combined $4.76B — up 48% from $3.2B a quarter earlier.
Sellers outnumbered buyers: 82 funds closed out of MIDD and 72 opened new positions — a net loss of 10 holders — while 111 trimmed existing stakes and 77 added.
The largest buyer was Bank of Nova Scotia, adding an estimated $149M. The largest seller was Fiera Capital (Canada), cutting an estimated $132M.
- 309 institutional investors held Middleby (MIDD) as of Q2 2020, down from 321 in Q1 2020.
- Funds reported $4.76B of Middleby stock for Q2 2020, up 48% quarter-over-quarter.
- 72 funds opened new Middleby positions in Q2 2020 and 82 closed out, a net change of -10 holders.
- The largest Middleby buyer in Q2 2020 was Bank of Nova Scotia, an estimated $149M added.
- The largest Middleby seller in Q2 2020 was Fiera Capital (Canada), an estimated $132M sold.
Based on aggregated 13F filings for Q2 2020.