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Middleby

377 hedge funds and large institutions have $10.8B invested in Middleby in 2021 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 125 increasing their positions, 107 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

46% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 41

17% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 107

14% more capital invested

Capital invested by funds: $9.44B → $10.8B (+$1.34B)

4% more funds holding

Funds holding: 364377 (+13)

2% more call options, than puts

Call options by funds: $34.7M | Put options by funds: $34M

4.27% less ownership

Funds ownership: 103.06%98.8% (-4.3%)

Holders
377
Holders Change
+13
Holders Change %
+3.57%
% of All Funds
5.8%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
60
Increased
125
Reduced
107
Closed
41
Calls
$34.7M
Puts
$34M
Net Calls
+$671K
Net Calls Change
+$11.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.01B +$1.08M +5,929 +0.1%
BlackRock
2
BlackRock
New York
$883M +$1.8M +9,876 +0.2%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$862M +$20M +109,550 +3%
EIG
4
EdgePoint Investment Group
Ontario, Canada
$497M -$83.5M -457,565 -15%
Victory Capital Management
5
Victory Capital Management
Texas
$432M -$41.8M -229,183 -9%
BC
6
Brookfield Corp
Ontario, Canada
$406M
SP
7
Sarasin & Partners
United Kingdom
$341M +$32.2M +176,759 +11%
Goldman Sachs
8
Goldman Sachs
New York
$341M +$57.2M +313,301 +22%
JP Morgan Chase
9
JP Morgan Chase
New York
$303M -$13.7M -75,291 -5%
AllianceBernstein
10
AllianceBernstein
Tennessee
$298M +$22.9M +125,714 +9%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$291M +$85.1M +466,219 +46%
State Street
12
State Street
Massachusetts
$273M +$5.22M +28,601 +2%
Fiera Capital (Canada)
13
Fiera Capital (Canada)
Quebec, Canada
$265M -$3.66M -20,051 -1%
Nordea Investment Management
14
Nordea Investment Management
Sweden
$261M +$12.1M +66,462 +5%
Macquarie Group
15
Macquarie Group
Australia
$228M -$3.55M -19,468 -2%
TCAM
16
Turtle Creek Asset Management
Ontario, Canada
$221M +$1.98M +10,850 +1%
ACH
17
ArrowMark Colorado Holdings
Colorado
$175M -$1.59M -8,705 -1%
Norges Bank
18
Norges Bank
Norway
$147M +$2.2M +12,067 +2%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$144M +$2.57M +14,099 +2%
Boston Partners
20
Boston Partners
Massachusetts
$125M +$115M +627,944 +7,624%
CIBC Private Wealth Group
21
CIBC Private Wealth Group
Georgia
$123M -$2.33M -12,782 -2%
Bank of America
22
Bank of America
North Carolina
$120M -$17.2M -94,064 -13%
Invesco
23
Invesco
Georgia
$119M -$2.34M -12,827 -2%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$113M -$1.13M -6,218 -1%
WHG
25
Westwood Holdings Group
Texas
$106M +$24.3M +133,166 +33%