Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

MIDDLEBY CORP (MIDD)

392 + Investors. Track Smart Money conviction in MIDD. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -9
Streak
2Q ▼
Buyers last Q
44%

Smart Money Signals — MIDD

Based on 384 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their MIDD positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
384 hedge funds hold MIDD right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q
+13 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 44% buying

184 buying231 selling
Last quarter: 231 funds reduced or exited vs 184 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~67 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 71 → 69 → 66 → 67. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

65% of holders stayed for 2+ years

65% conviction (2yr+) 18% medium 17% new
249 out of 384 hedge funds have held MIDD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~67 new funds/quarter

56 → 71 → 69 → 66 → 67 new funds/Q
New funds entering each quarter: 71 → 69 → 66 → 67. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 69% of holders stayed 2+ years

69% veterans 11% 1-2yr 21% new
Of 392 current holders: 269 (69%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
45 of 384 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in MIDD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: MIDD

How many hedge funds hold MIDD — quarterly history vs. share price
Quarterly hedge fund ownership of MIDD vs. share price

Market Analysis: MIDD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MIDD

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

55 top-rated funds 4 high-conviction
Consensus
7.6
/ 10
breadth
×
Elite
3.0
/ 10
conviction
Hedge Fund Positioning: MIDD
2026 Q1 Stats Unlock in 21 days 392 + Investors

Track Smart Money conviction in MIDD. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 392 399 -1.75%
13F Shares 51M 52M -2.37%
Total Value $6.70B $6.42B 4.46%
New Positions 69 66 +3
Increased Positions 126 110 +16
Closed Positions 76 77 -1
Reduced Positions 165 188 -23
Total Calls 5 2 150.0%
Total Puts 3 5 -40.0%
PUT/CALL Ratio 0.6 2.5 Bullish

Statistics: MIDD

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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

392 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MIDD. Verified SEC 13F-HR filings.

Top 25 institutional holders of MIDD — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Pacific Capital Partners Ltd 6.20% 47,394 $6.3M
2 Olstein Capital Management, L.P. 1.09% 37,500 $5K
3 Fruth Investment Management 0.48% 14,585 $2K
4 Ridgewood Investments LLC 0.26% 4,820 $639K
5 Cardinal Capital Management 0.20% 11,563 $1.5M
6 WEDGE CAPITAL MANAGEMENT L L P/NC 0.19% 78,520 $10.4M
7 PEREGRINE CAPITAL MANAGEMENT LLC 0.16% 32,130 $4.3M
8 GHP Investment Advisors, Inc. 0.12% 21,583 $2.9M
9 Oak Thistle LLC 0.10% 7,971 $1.1M
10 Quent Capital, LLC 0.08% 8,160 $1.1M
11 Optas, LLC 0.04% 1,957 $259K
12 Retirement Systems of Alabama 0.04% 82,566 $10.9M
13 Canal Capital Management, LLC 0.04% 2,000 $265K
14 OPPENHEIMER ASSET MANAGEMENT INC. 0.03% 22,088 $2.9M
15 Louisiana State Employees Retirement System 0.03% 13,400 $2K
16 RMR Wealth Builders 0.03% 2,867 $380K
17 Hilltop National Bank 0.03% 839 $111K
18 Inscription Capital, LLC 0.03% 1,841 $244K
19 YOUSIF CAPITAL MANAGEMENT, LLC 0.02% 14,281 $1.9M
20 Fifth Third Wealth Advisors LLC 0.02% 4,841 $642K
21 Y-Intercept (Hong Kong) Ltd 0.02% 8,312 $1.1M
22 RITHOLTZ WEALTH MANAGEMENT 0.02% 6,574 $872K
23 Versant Capital Management, Inc 0.01% 1,043 $138K
24 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% 46,605 $6K
25 Bayforest Capital Ltd 0.01% 65 $9K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — MIDDLEBY CORP (MIDD)

What does the Smart Money Trend signal show for MIDD?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their MIDD positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for MIDD?

More sellers than buyers — 44% buying: Last quarter: 231 funds reduced or exited vs 184 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for MIDD holders?

Elite ownership — 47% AUM from top-100 funds: 45 of 384 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in MIDD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held MIDD?

65% of holders stayed for 2+ years: 249 out of 384 hedge funds have held MIDD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.