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Middleby

415 hedge funds and large institutions have $6.35B invested in Middleby in 2026 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 148 increasing their positions, 127 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more call options, than puts

Call options by funds: $6.58M | Put options by funds: $4.12M

24% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 55

17% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 127

1% more funds holding

Funds holding: 410415 (+5)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.1% less ownership

Funds ownership: 101.9%101.8% (-0.1%)

17% less capital invested

Capital invested by funds: $7.63B → $6.35B (-$1.28B)

Holders
415
Holders Change
+5
Holders Change %
+1.22%
% of All Funds
5.11%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
68
Increased
148
Reduced
127
Closed
55
Calls
$6.58M
Puts
$4.12M
Net Calls
+$2.46M
Net Calls Change
-$13.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
226
Securian Asset Management
Minnesota
$450K
MFG
227
Merit Financial Group
Georgia
$446K +$109K +716 +27%
Janney Montgomery Scott
228
Janney Montgomery Scott
Pennsylvania
$438K +$26.4K +174 +6%
Royal Bank of Canada
229
Royal Bank of Canada
Ontario, Canada
$429K -$2.44M -16,121 -83%
SIM
230
Studio Investment Management
Illinois
$423K -$3.34K -22 -0.7%
EWA
231
EP Wealth Advisors
California
$412K +$19.6K +129 +4%
SLAM
232
Swiss Life Asset Management
$412K +$118K +775 +33%
DDC
233
DF Dent & Co
Maryland
$402K
KCP
234
Kera Capital Partners
California
$401K +$65.8K +434 +17%
KP
235
Keel Point
Alabama
$399K -$2.27K -15 -0.5%
Bank of Nova Scotia
236
Bank of Nova Scotia
Ontario, Canada
$397K +$454K +2,997 New
RWB
237
RMR Wealth Builders
New Jersey
$380K
VPIM
238
Vanguard Personalized Indexing Management
California
$375K +$113K +745 +36%
Prudential Financial
239
Prudential Financial
New Jersey
$367K -$64.9K -428 -13%
SC
240
Syon Capital
California
$366K +$26.1K +172 +7%
BIG
241
Brooklyn Investment Group
New York
$360K +$70.7K +466 +21%
MML Investors Services
242
MML Investors Services
Massachusetts
$358K -$66.9K -441 -14%
C
243
Certuity
Florida
$350K +$22.3K +147 +6%
Ensign Peak Advisors
244
Ensign Peak Advisors
Utah
$350K
Rockefeller Capital Management
245
Rockefeller Capital Management
New York
$344K -$10.6K -70 -3%
DnB Asset Management
246
DnB Asset Management
Norway
$343K +$393K +2,590 New
URS
247
Utah Retirement Systems
Utah
$335K
MSRPS
248
Maryland State Retirement & Pension System
Maryland
$330K
MIM
249
Morningstar Investment Management
Illinois
$329K -$203K -1,337 -35%
EF
250
Empowered Funds
Pennsylvania
$327K +$374K +2,469 New