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Middleby

350 hedge funds and large institutions have $7.71B invested in Middleby in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 111 increasing their positions, 134 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+3
Holders Change %
+0.86%
% of All Funds
5.52%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
37
Increased
111
Reduced
134
Closed
33
Calls
$40.6M
Puts
$132M
Net Calls
-$91.7M
Net Calls Change
+$14.7M
Name Holding Trade Value Shares
Change
Shares
Change %
PTC
226
Petrus Trust Company
Texas
$500K +$90.6K +613 +22%
TC
227
TwinBeech Capital
New York
$500K +$500K +3,380 New
CC
228
Cipher Capital
New York
$488K +$488K +3,298 New
TA
229
Townsend & Associates
Colorado
$476K -$10.2K -70 -2%
SIM
230
Studio Investment Management
Illinois
$464K +$14.3K +97 +3%
ProShare Advisors
231
ProShare Advisors
Maryland
$462K -$11.7K -79 -2%
SAM
232
Shell Asset Management
Netherlands
$456K -$2.51K -17 -0.5%
EAM
233
Eukles Asset Management
Ohio
$446K
CWM
234
Calamos Wealth Management
Illinois
$443K
ACMA
235
Arbor Capital Management (Alaska)
Alaska
$439K
RJFSA
236
Raymond James Financial Services Advisors
Florida
$437K +$158K +1,069 +57%
ECM
237
ExodusPoint Capital Management
New York
$431K -$7.17M -48,481 -94%
RWB
238
RMR Wealth Builders
New Jersey
$424K
CB
239
Commerce Bank
Missouri
$415K +$14.6K +99 +4%
Parallax Volatility Advisers
240
Parallax Volatility Advisers
California
$411K +$411K +2,779 New
DA
241
Duality Advisers
Florida
$408K -$2.28M -15,432 -85%
SCM
242
Shelton Capital Management
Colorado
$393K -$15.2K -103 -4%
SBIA
243
Sheaff Brock Investment Advisors
Indiana
$391K
M&T Bank
244
M&T Bank
New York
$381K +$4.43K +30 +1%
XT
245
XTX Topco
Cayman Islands
$374K +$374K +2,532 New
EI
246
Ellevest Inc
New York
$362K +$64.6K +437 +22%
H
247
HoyleCohen
California
$340K
MHS
248
M Holdings Securities
Oregon
$329K
Commonwealth Equity Services
249
Commonwealth Equity Services
Massachusetts
$313K -$16.6K -112 -5%
DWM
250
Dorchester Wealth Management
Quebec, Canada
$303K