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Middleby

325 hedge funds and large institutions have $6.93B invested in Middleby in 2022 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 94 increasing their positions, 127 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $38.4M | Put options by funds: $31.9M

1.7% more ownership

Funds ownership: 99.57%101.26% (+1.7%)

3% more capital invested

Capital invested by funds: $6.73B → $6.93B (+$200M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

9% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 47

2% less funds holding

Funds holding: 332325 (-7)

26% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 127

Holders
325
Holders Change
-7
Holders Change %
-2.11%
% of All Funds
5.6%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
43
Increased
94
Reduced
127
Closed
47
Calls
$38.4M
Puts
$31.9M
Net Calls
+$6.47M
Net Calls Change
+$7.46M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$634M -$1.85M -13,211 -0.3%
BlackRock
2
BlackRock
New York
$562M -$5.48M -39,064 -0.9%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$527M +$21M +149,574 +4%
Select Equity Group
4
Select Equity Group
New York
$512M +$158M +1,127,213 +39%
Victory Capital Management
5
Victory Capital Management
Texas
$313M +$13.9M +98,767 +4%
JP Morgan Chase
6
JP Morgan Chase
New York
$300M +$41.1M +292,928 +14%
EIG
7
EdgePoint Investment Group
Ontario, Canada
$294M -$45.4M -323,743 -12%
BC
8
Brookfield Corp
Ontario, Canada
$265M
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$226M +$47M +334,634 +23%
Nordea Investment Management
10
Nordea Investment Management
Sweden
$209M -$660K -4,699 -0.3%
State Street
11
State Street
Massachusetts
$182M +$1.8M +12,846 +0.9%
Fiera Capital (Canada)
12
Fiera Capital (Canada)
Quebec, Canada
$172M +$2.26M +16,131 +1%
AllianceBernstein
13
AllianceBernstein
Tennessee
$166M +$6.45M +45,923 +4%
TCAM
14
Turtle Creek Asset Management
Ontario, Canada
$151M -$5.57M -39,700 -3%
SP
15
Sarasin & Partners
United Kingdom
$147M -$23.4M -166,907 -13%
Goldman Sachs
16
Goldman Sachs
New York
$131M -$62M -441,641 -30%
Bank of America
17
Bank of America
North Carolina
$122M +$978K +6,965 +0.7%
Ameriprise
18
Ameriprise
Minnesota
$101M +$26.5M +188,603 +31%
ACH
19
ArrowMark Colorado Holdings
Colorado
$96.9M +$11.3M +80,590 +12%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$94.1M -$801K -5,707 -0.8%
Bank of Nova Scotia
21
Bank of Nova Scotia
Ontario, Canada
$93.7M +$28.2M +201,000 +38%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$72M +$4M +28,511 +5%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$69.4M +$3.09M +22,027 +4%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$67.3M -$4.99M -35,534 -6%
Capital World Investors
25
Capital World Investors
California
$57.6M

MIDD Hedge Fund Activity: Q3 2022 in Review

325 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q3 2022, worth a combined $6.93B — up 3% from $6.73B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of MIDD and 43 opened new positions — a net loss of 4 holders — while 127 trimmed existing stakes and 94 added.

The largest buyer was Select Equity Group, adding an estimated $158M. The largest seller was Boston Partners, cutting an estimated $95.9M.

  • 325 institutional investors held Middleby (MIDD) as of Q3 2022, down from 332 in Q2 2022.
  • Funds reported $6.93B of Middleby stock for Q3 2022, up 3% quarter-over-quarter.
  • 43 funds opened new Middleby positions in Q3 2022 and 47 closed out, a net change of -4 holders.
  • The largest Middleby buyer in Q3 2022 was Select Equity Group, an estimated $158M added.
  • The largest Middleby seller in Q3 2022 was Boston Partners, an estimated $95.9M sold.

Based on aggregated 13F filings for Q3 2022.