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Middleby
MIDD

Overview Fund Activity

347 hedge funds and large institutions have $8.01B invested in Middleby in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 126 increasing their positions, 107 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
347
Holders Change
+19
Holders Change %
+5.79%
% of All Funds
5.55%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
45
Increased
126
Reduced
107
Closed
23
Calls
$19.6M
Puts
$126M
Net Calls
-$106M
Net Calls Change
-$45.5M

Top Buyers

1
SP
Sarasin & Partners
United Kingdom
$476M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$64.9M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$78.1M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$40.2M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$40.8M

Top Sellers

1
BC
Brookfield Corp
Ontario, Canada
$0
2
Wellington Management Group
Wellington Management Group
Massachusetts
$469M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$320M
4
Ameriprise
Ameriprise
Minnesota
$67.2M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
226
Studio Investment Management
Illinois
$446K +$17.4K +119 +4%
CIBC World Market
227
CIBC World Market
Ontario, Canada
$445K -$28K -191 -6%
EAM
228
Eukles Asset Management
Ohio
$442K +$2.49K +17 +0.6%
CWM
229
Calamos Wealth Management
Illinois
$440K – – –
MC
230
Maverick Capital
Texas
$421K +$421K +2,874 New
RWB
231
RMR Wealth Builders
New Jersey
$420K – – –
QT
232
Quantamental Technologies
New York
$416K +$416K +2,836 New
ACMA
233
Arbor Capital Management (Alaska)
Alaska
$414K – – –
PTC
234
Petrus Trust Company
Texas
$406K -$3.52K -24 -0.9%
SCM
235
Shelton Capital Management
Colorado
$404K – – –
CB
236
Commerce Bank
Missouri
$397K +$37.5K +256 +10%
JPMPWA
237
J.P. Morgan Private Wealth Advisors
California
$389K -$59.5K -406 -13%
SBIA
238
Sheaff Brock Investment Advisors
Indiana
$387K -$73K -498 -16%
SAM
239
Silvercrest Asset Management
New York
$387K -$8.94K -61 -2%
M&T Bank
240
M&T Bank
New York
$374K +$19.7K +134 +6%
CCIA
241
Campbell & Co Investment Adviser
Maryland
$360K +$360K +2,455 New
H
242
HoyleCohen
California
$337K – – –
MHS
243
M Holdings Securities
Oregon
$326K +$326K +2,223 New
Pacer Advisors
244
Pacer Advisors
Pennsylvania
$314K -$1.2M -8,186 -79%
SQA
245
Simon Quick Advisors
New Jersey
$306K +$306K +2,085 New
CTA
246
Chesley Taft & Associates
Illinois
$305K -$26.4K -180 -8%
CB
247
CNB Bank
Pennsylvania
$303K +$9.09K +62 +3%
DWM
248
Dorchester Wealth Management
Quebec, Canada
$301K – – –
EI
249
Ellevest Inc
New York
$295K +$162K +1,102 +121%
SWS
250
SYSTM Wealth Solutions
Illinois
$292K -$5.28K -36 -2%
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