Middleby
MIDD
351 hedge funds and large institutions have $7.67B invested in Middleby in 2023 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 124 increasing their positions, 109 reducing their positions, and 22 closing their positions.
109% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 22
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
14% more repeat investments, than reductions
Existing positions increased: 124 | Existing positions reduced: 109
8% more capital invested
Capital invested by funds: $7.12B → $7.67B (+$552M)
6% more funds holding
Funds holding: 330 → 351 (+21)
1.34% less ownership
Funds ownership: 98.94% → 97.6% (-1.3%)
84% less call options, than puts
Call options by funds: $19.6M | Put options by funds: $126M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
+$52.6M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$52.1M |
| 3 |
Adage Capital Partners
Boston,
Massachusetts
|
+$40.7M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$38.9M |
| 5 |
PSC
Portman Square Capital
London,
United Kingdom
|
+$38.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$276M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$131M |
| 3 |
JP Morgan Chase
New York
|
-$65.2M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$49.1M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$34.7M |
MIDD Hedge Fund Activity: Q1 2023 in Review
351 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q1 2023, worth a combined $7.67B — up 7.8% from $7.12B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new MIDD positions and 22 closed out — a net gain of 24 holders — while 124 added to existing stakes and 109 trimmed.
The largest buyer was Point72 Asset Management, adding an estimated $52.6M. The largest seller was Brookfield Corp, exiting entirely with an estimated $276M sold.
- 351 institutional investors held Middleby (MIDD) as of Q1 2023, up from 330 in Q4 2022.
- Funds reported $7.67B of Middleby stock for Q1 2023, up 7.8% quarter-over-quarter.
- 46 funds opened new Middleby positions in Q1 2023 and 22 closed out, a net change of +24 holders.
- The largest Middleby buyer in Q1 2023 was Point72 Asset Management, an estimated $52.6M added.
- The largest Middleby seller in Q1 2023 was Brookfield Corp, an estimated $276M sold.
Based on aggregated 13F filings for Q1 2023.