Middleby
MIDD
356 hedge funds and large institutions have $9.09B invested in Middleby in 2021 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 103 increasing their positions, 116 reducing their positions, and 40 closing their positions.
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
68% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 40
46% more call options, than puts
Call options by funds: $13.1M | Put options by funds: $8.97M
18% more capital invested
Capital invested by funds: $7.69B → $9.09B (+$1.41B)
7% more funds holding
Funds holding: 334 → 356 (+22)
8.48% less ownership
Funds ownership: 107.15% → 98.67% (-8.5%)
11% less repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 116
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$425M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$241M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$82.9M |
| 4 |
SP
Sarasin & Partners
London,
United Kingdom
|
+$75.5M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$529M |
| 2 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$313M |
| 3 |
Janus Henderson Group
London,
|
-$194M |
| 4 |
EIG
EdgePoint Investment Group
Toronto,
Ontario, Canada
|
-$137M |
| 5 |
N
Natixis
Paris,
France
|
-$94.8M |
MIDD Hedge Fund Activity: Q1 2021 in Review
356 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q1 2021, worth a combined $9.09B — up 18% from $7.69B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new MIDD positions and 40 closed out — a net gain of 27 holders — while 103 added to existing stakes and 116 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $425M. The largest seller was Goldman Sachs, cutting an estimated $529M.
- 356 institutional investors held Middleby (MIDD) as of Q1 2021, up from 334 in Q4 2020.
- Funds reported $9.09B of Middleby stock for Q1 2021, up 18% quarter-over-quarter.
- 67 funds opened new Middleby positions in Q1 2021 and 40 closed out, a net change of +27 holders.
- The largest Middleby buyer in Q1 2021 was Wellington Management Group, an estimated $425M added.
- The largest Middleby seller in Q1 2021 was Goldman Sachs, an estimated $529M sold.
Based on aggregated 13F filings for Q1 2021.