Middleby
MIDD
365 hedge funds and large institutions have $9.44B invested in Middleby in 2021 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 127 increasing their positions, 109 reducing their positions, and 47 closing their positions.
17% more repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 109
3% less capital invested
Capital invested by funds: $9.78B → $9.44B (-$342M)
2.04% less ownership
Funds ownership: 101.54% → 99.5% (-2%)
3% less funds holding
Funds holding: 375 → 365 (-10)
11% less first-time investments, than exits
New positions opened: 42 | Existing positions closed: 47
35% less call options, than puts
Call options by funds: $20M | Put options by funds: $31M
50% less funds holding in top 10
Funds holding in top 10: 6 → 3 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
+$63.2M |
| 2 |
Goldman Sachs
New York
|
+$59.5M |
| 3 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$56.8M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$45.1M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$41.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$125M |
| 2 |
Select Equity Group
New York
|
-$116M |
| 3 |
EIG
EdgePoint Investment Group
Toronto,
Ontario, Canada
|
-$64.6M |
| 4 |
Renaissance Technologies
New York
|
-$47.6M |
| 5 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$45.1M |
MIDD Hedge Fund Activity: Q3 2021 in Review
365 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q3 2021, worth a combined $9.44B — down 3.5% from $9.78B a quarter earlier.
Sellers outnumbered buyers: 47 funds closed out of MIDD and 42 opened new positions — a net loss of 5 holders — while 109 trimmed existing stakes and 127 added.
The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $63.2M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $125M sold.
- 365 institutional investors held Middleby (MIDD) as of Q3 2021, down from 375 in Q2 2021.
- Funds reported $9.44B of Middleby stock for Q3 2021, down 3.5% quarter-over-quarter.
- 42 funds opened new Middleby positions in Q3 2021 and 47 closed out, a net change of -5 holders.
- The largest Middleby buyer in Q3 2021 was Balyasny Asset Management, an estimated $63.2M added.
- The largest Middleby seller in Q3 2021 was Arrowstreet Capital, an estimated $125M sold.
Based on aggregated 13F filings for Q3 2021.