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Middleby
MIDD

Overview Fund Activity

338 hedge funds and large institutions have $6.78B invested in Middleby in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 111 increasing their positions, 121 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
-12
Holders Change %
-3.43%
% of All Funds
5.39%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
40
Increased
111
Reduced
121
Closed
50
Calls
$14.5M
Puts
$61.4M
Net Calls
-$46.9M
Net Calls Change
+$44.8M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$540M
2
AllianceBernstein
AllianceBernstein
Tennessee
$214M
3
Citadel Advisors
Citadel Advisors
Florida
$43.4M
4
ACH
ArrowMark Colorado Holdings
Colorado
$60.8M
5
TCAM
Turtle Creek Asset Management
Ontario, Canada
$193M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
$594M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$289M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$9.76M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$995K
5
Two Sigma Investments
Two Sigma Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
226
Aquatic Capital Management
Illinois
$371K -$806K -6,300 -68%
ProShare Advisors
227
ProShare Advisors
Maryland
$371K -$29.7K -232 -7%
RWB
228
RMR Wealth Builders
New Jersey
$367K – – –
Susquehanna International Group
229
Susquehanna International Group
Pennsylvania
$366K -$283K -2,212 -44%
TA
230
Townsend & Associates
Colorado
$365K -$448 -4 -0.1%
ACMA
231
Arbor Capital Management (Alaska)
Alaska
$351K – – –
CANY
232
Caxton Associates (New York)
New York
$347K -$129K -1,009 -27%
CB
233
Commerce Bank
Missouri
$346K -$13.4K -105 -4%
SAM
234
Silvercrest Asset Management
New York
$328K -$149K -1,166 -31%
RJFSA
235
Raymond James Financial Services Advisors
Florida
$320K -$58.2K -455 -15%
SCM
236
Shelton Capital Management
Colorado
$318K -$21.6K -169 -6%
ESCM
237
Echo Street Capital Management
New York
$315K -$227K -1,772 -42%
M&T Bank
238
M&T Bank
New York
$313K -$17.6K -137 -5%
CB
239
CNB Bank
Pennsylvania
$303K +$48.6K +380 +19%
SQA
240
Simon Quick Advisors
New Jersey
$301K +$92K +719 +44%
QCM
241
Quantinno Capital Management
New York
$287K -$212K -1,651 -42%
EI
242
Ellevest Inc
New York
$287K -$26.9K -210 -9%
CT
243
Coastline Trust
Rhode Island
$283K -$406K -3,170 -59%
BTI
244
Blue Trust Inc
Georgia
$279K -$296 -2 -0.1%
H
245
HoyleCohen
California
$262K -$32K -250 -11%
DWM
246
Dorchester Wealth Management
Quebec, Canada
$262K – – –
SC
247
Shay Capital
New York
$261K +$261K +2,040 New
CG
248
Caprock Group
Idaho
$261K +$16.9K +132 +7%
GT
249
Greenleaf Trust
Michigan
$241K +$6.14K +48 +3%
MFS
250
Mirabella Financial Services
United Kingdom
$240K +$240K +1,874 New
8 9
10
11 12