Middleby
MIDD
388 hedge funds and large institutions have $9.01B invested in Middleby in 2022 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 116 increasing their positions, 134 reducing their positions, and 45 closing their positions.
33% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 45
28% more call options, than puts
Call options by funds: $26.9M | Put options by funds: $20.9M
3% more funds holding
Funds holding: 377 → 388 (+11)
1.76% more ownership
Funds ownership: 98.75% → 100.5% (+1.8%)
13% less repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 134
17% less capital invested
Capital invested by funds: $10.8B → $9.01B (-$1.79B)
80% less funds holding in top 10
Funds holding in top 10: 5 → 1 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$85.2M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$79.5M |
| 3 |
Select Equity Group
New York
|
+$60M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$48M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$39.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$79.8M |
| 2 |
SP
Sarasin & Partners
London,
United Kingdom
|
-$55.3M |
| 3 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$45.9M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$43.8M |
| 5 |
EIG
EdgePoint Investment Group
Toronto,
Ontario, Canada
|
-$40.3M |
MIDD Hedge Fund Activity: Q1 2022 in Review
388 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q1 2022, worth a combined $9.01B — down 17% from $10.8B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new MIDD positions and 45 closed out — a net gain of 15 holders — while 116 added to existing stakes and 134 trimmed.
The largest buyer was Boston Partners, adding an estimated $85.2M. The largest seller was Wellington Management Group, cutting an estimated $79.8M.
- 388 institutional investors held Middleby (MIDD) as of Q1 2022, up from 377 in Q4 2021.
- Funds reported $9.01B of Middleby stock for Q1 2022, down 17% quarter-over-quarter.
- 60 funds opened new Middleby positions in Q1 2022 and 45 closed out, a net change of +15 holders.
- The largest Middleby buyer in Q1 2022 was Boston Partners, an estimated $85.2M added.
- The largest Middleby seller in Q1 2022 was Wellington Management Group, an estimated $79.8M sold.
Based on aggregated 13F filings for Q1 2022.