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Middleby

333 hedge funds and large institutions have $7.68B invested in Middleby in 2020 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 87 increasing their positions, 131 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

359% more call options, than puts

Call options by funds: $87.6M | Put options by funds: $19.1M

221% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 19

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

36% more capital invested

Capital invested by funds: $5.63B → $7.68B (+$2.05B)

14% more funds holding

Funds holding: 292333 (+41)

6.22% less ownership

Funds ownership: 113.37%107.15% (-6.2%)

34% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 131

Holders
333
Holders Change
+41
Holders Change %
+14.04%
% of All Funds
5.89%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
61
Increased
87
Reduced
131
Closed
19
Calls
$87.6M
Puts
$19.1M
Net Calls
+$68.5M
Net Calls Change
+$66.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$633M +$12M +99,467 +2%
EIG
2
EdgePoint Investment Group
Ontario, Canada
$616M +$2.16M +17,870 +0.4%
BlackRock
3
BlackRock
New York
$587M +$3.75M +31,083 +0.7%
Goldman Sachs
4
Goldman Sachs
New York
$521M -$37.9M -313,754 -7%
JP Morgan Chase
5
JP Morgan Chase
New York
$367M -$117M -971,008 -25%
Bank of Nova Scotia
6
Bank of Nova Scotia
Ontario, Canada
$330M -$52.2M -432,025 -14%
BC
7
Brookfield Corp
Ontario, Canada
$266M
Wellington Management Group
8
Wellington Management Group
Massachusetts
$223M -$50.1M -415,098 -19%
Fiera Capital (Canada)
9
Fiera Capital (Canada)
Quebec, Canada
$205M +$12.7M +104,839 +7%
WRF
10
Waddell & Reed Financial
Kansas
$190M -$930K -7,706 -0.5%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$171M +$179K +1,481 +0.1%
SP
12
Sarasin & Partners
United Kingdom
$168M +$147M +1,215,470 +1,413%
State Street
13
State Street
Massachusetts
$161M +$3.43M +28,416 +2%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$150M +$11.3M +93,408 +9%
TCAM
15
Turtle Creek Asset Management
Ontario, Canada
$149M -$78M -646,027 -36%
ACH
16
ArrowMark Colorado Holdings
Colorado
$144M -$61.4M -508,382 -31%
AllianceBernstein
17
AllianceBernstein
Tennessee
$141M +$15.4M +127,374 +13%
Norges Bank
18
Norges Bank
Norway
$121M -$882K -7,305 -0.8%
Nordea Investment Management
19
Nordea Investment Management
Sweden
$115M +$108M +893,671 New
DGI
20
Disciplined Growth Investors
Minnesota
$113M -$24.8M -205,106 -19%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$102M +$4.57M +37,824 +5%
N
22
Natixis
France
$94.8M +$15.4M +127,269 +21%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$94.4M -$351K -2,910 -0.4%
Capital World Investors
24
Capital World Investors
California
$90.5M
Geode Capital Management
25
Geode Capital Management
Massachusetts
$88.4M +$3.99M +33,015 +5%

MIDD Hedge Fund Activity: Q4 2020 in Review

333 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q4 2020, worth a combined $7.68B — up 36% from $5.63B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new MIDD positions and 19 closed out — a net gain of 42 holders — while 87 added to existing stakes and 131 trimmed.

The largest buyer was Sarasin & Partners, adding an estimated $147M. The largest seller was JP Morgan Chase, cutting an estimated $117M.

  • 333 institutional investors held Middleby (MIDD) as of Q4 2020, up from 292 in Q3 2020.
  • Funds reported $7.68B of Middleby stock for Q4 2020, up 36% quarter-over-quarter.
  • 61 funds opened new Middleby positions in Q4 2020 and 19 closed out, a net change of +42 holders.
  • The largest Middleby buyer in Q4 2020 was Sarasin & Partners, an estimated $147M added.
  • The largest Middleby seller in Q4 2020 was JP Morgan Chase, an estimated $117M sold.

Based on aggregated 13F filings for Q4 2020.