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Middleby

357 hedge funds and large institutions have $6.75B invested in Middleby in 2024 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 124 increasing their positions, 123 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.42% more ownership

Funds ownership: 100.82%102.24% (+1.4%)

1% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 123

4% less funds holding

Funds holding: 372357 (-15)

15% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 62

22% less capital invested

Capital invested by funds: $8.68B → $6.75B (-$1.94B)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

65% less call options, than puts

Call options by funds: $42.1M | Put options by funds: $119M

Holders
357
Holders Change
-15
Holders Change %
-4.03%
% of All Funds
5.16%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
53
Increased
124
Reduced
123
Closed
62
Calls
$42.1M
Puts
$119M
Net Calls
-$77.2M
Net Calls Change
+$42.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
226
Studio Investment Management
Illinois
$411K +$19.4K +143 +4%
CGH
227
Crossmark Global Holdings
Texas
$389K -$83.8K -618 -16%
BHCM
228
Brevan Howard Capital Management
Jersey
$388K +$429K +3,166 New
Daiwa Securities Group
229
Daiwa Securities Group
Japan
$387K -$636K -4,690 -60%
QC
230
Quadrature Capital
United Kingdom
$383K -$137K -1,009 -24%
William Blair Investment Management
231
William Blair Investment Management
Illinois
$373K
DDC
232
DF Dent & Co
Maryland
$372K
CAM
233
Cresset Asset Management
Illinois
$366K +$405K +2,983 New
Wealth Enhancement Advisory Services
234
Wealth Enhancement Advisory Services
Minnesota
$362K -$66.9K -493 -14%
ACMA
235
Arbor Capital Management (Alaska)
Alaska
$358K
TRCT
236
Tower Research Capital (TRC)
New York
$352K -$29.2K -215 -7%
RWB
237
RMR Wealth Builders
New Jersey
$352K
CAPTRUST Financial Advisors
238
CAPTRUST Financial Advisors
North Carolina
$351K -$234K -1,724 -38%
M&T Bank
239
M&T Bank
New York
$348K -$136 -1 -0%
CCIA
240
Campbell & Co Investment Adviser
Maryland
$341K -$348K -2,568 -48%
Twin Tree Management
241
Twin Tree Management
Texas
$330K +$365K +2,688 New
GC
242
Guggenheim Capital
Illinois
$328K -$278K -2,051 -43%
BTI
243
Blue Trust Inc
Georgia
$325K +$12.6K +93 +5%
ProShare Advisors
244
ProShare Advisors
Maryland
$311K -$10.6K -78 -3%
PI
245
PEAK6 Investments
Illinois
$278K -$1.81M -13,364 -85%
VCA
246
Verdence Capital Advisors
Maryland
$269K +$3.66K +27 +1%
SCM
247
Shelton Capital Management
Colorado
$268K -$18.3K -135 -6%
QCM
248
Qsemble Capital Management
New York
$256K +$283K +2,087 New
CPBTD
249
Central Pacific Bank - Trust Division
Hawaii
$252K +$23.1K +170 +9%
MM
250
MQS Management
New York
$250K +$276K +2,035 New