Middleby
MIDD
377 hedge funds and large institutions have $10.8B invested in Middleby in 2021 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 126 increasing their positions, 106 reducing their positions, and 41 closing their positions.
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
44% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 41
19% more repeat investments, than reductions
Existing positions increased: 126 | Existing positions reduced: 106
14% more capital invested
Capital invested by funds: $9.44B → $10.8B (+$1.36B)
3% more funds holding
Funds holding: 365 → 377 (+12)
2% more call options, than puts
Call options by funds: $34.7M | Put options by funds: $34M
0.75% less ownership
Funds ownership: 99.5% → 98.75% (-0.75%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$115M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$85.1M |
| 3 |
Goldman Sachs
New York
|
+$57.2M |
| 4 |
Alyeska Investment Group
Chicago,
Illinois
|
+$32.5M |
| 5 |
SP
Sarasin & Partners
London,
United Kingdom
|
+$32.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$125M |
| 2 |
EIG
EdgePoint Investment Group
Toronto,
Ontario, Canada
|
-$83.5M |
| 3 |
DGI
Disciplined Growth Investors
Minneapolis,
Minnesota
|
-$49.9M |
| 4 |
Select Equity Group
New York
|
-$42.9M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$41.8M |
MIDD Hedge Fund Activity: Q4 2021 in Review
377 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q4 2021, worth a combined $10.8B — up 14% from $9.44B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new MIDD positions and 41 closed out — a net gain of 18 holders — while 126 added to existing stakes and 106 trimmed.
The largest buyer was Boston Partners, adding an estimated $115M. The largest seller was Citadel Advisors, cutting an estimated $125M.
- 377 institutional investors held Middleby (MIDD) as of Q4 2021, up from 365 in Q3 2021.
- Funds reported $10.8B of Middleby stock for Q4 2021, up 14% quarter-over-quarter.
- 59 funds opened new Middleby positions in Q4 2021 and 41 closed out, a net change of +18 holders.
- The largest Middleby buyer in Q4 2021 was Boston Partners, an estimated $115M added.
- The largest Middleby seller in Q4 2021 was Citadel Advisors, an estimated $125M sold.
Based on aggregated 13F filings for Q4 2021.