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Middleby

343 hedge funds and large institutions have $7.96B invested in Middleby in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 113 increasing their positions, 117 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
+5
Holders Change %
+1.48%
% of All Funds
5.03%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
53
Increased
113
Reduced
117
Closed
45
Calls
$33.2M
Puts
$109M
Net Calls
-$76M
Net Calls Change
-$29.1M
Name Holding Trade Value Shares
Change
Shares
Change %
VPIM
226
Vanguard Personalized Indexing Management
California
$365K -$504K -3,422 -58%
RMDI
227
R.M. Davis Inc
Maine
$360K -$857K -5,823 -70%
TI
228
Tidal Investments
Wisconsin
$352K +$352K +2,391 New
SAM
229
Shell Asset Management
Netherlands
$342K -$103K -703 -23%
SCM
230
Shelton Capital Management
Colorado
$341K -$24.7K -168 -7%
SQA
231
Simon Quick Advisors
New Jersey
$341K -$5.45K -37 -2%
SPA
232
Sherbrooke Park Advisers
New York
$338K +$338K +2,300 New
BP
233
Ballentine Partners
Massachusetts
$313K +$313K +2,125 New
BTI
234
Blue Trust Inc
Georgia
$303K +$60.7K +473 +25%
H
235
HoyleCohen
California
$302K
DWM
236
Dorchester Wealth Management
Quebec, Canada
$294K -$7.36K -50 -2%
CG
237
Caprock Group
Idaho
$288K -$11.5K -78 -4%
Stifel Financial
238
Stifel Financial
Missouri
$274K +$39.6K +269 +17%
Commonwealth Equity Services
239
Commonwealth Equity Services
Massachusetts
$269K
GT
240
Greenleaf Trust
Michigan
$255K -$22.1K -150 -8%
SI
241
Stephens Inc
Arkansas
$253K +$253K +1,722 New
CAN
242
Cetera Advisor Networks
California
$241K +$7.51K +51 +3%
PCM
243
Poehling Capital Management
Wisconsin
$238K
PA
244
Profund Advisors
Maryland
$238K +$238K +1,616 New
SG Americas Securities
245
SG Americas Securities
New York
$237K -$3.88M -26,344 -94%
EW
246
Evoke Wealth
California
$237K -$3.39M -23,034 -93%
Cambridge Investment Research Advisors
247
Cambridge Investment Research Advisors
Iowa
$235K +$235K +1,596 New
FHB
248
First Hawaiian Bank
Hawaii
$231K -$28.7K -195 -11%
NGA
249
Naples Global Advisors
Florida
$221K +$221K +1,500 New
HSBC Holdings
250
HSBC Holdings
United Kingdom
$220K -$2.94M -19,930 -93%