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Middleby

387 hedge funds and large institutions have $7.69B invested in Middleby in 2024 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 134 increasing their positions, 118 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 40

14% more capital invested

Capital invested by funds: $6.75B → $7.69B (+$946M)

14% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 118

8% more funds holding

Funds holding: 357387 (+30)

0.62% more ownership

Funds ownership: 102.24%102.86% (+0.62%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

76% less call options, than puts

Call options by funds: $33.4M | Put options by funds: $142M

Holders
387
Holders Change
+30
Holders Change %
+8.4%
% of All Funds
5.56%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
72
Increased
134
Reduced
118
Closed
40
Calls
$33.4M
Puts
$142M
Net Calls
-$108M
Net Calls Change
-$31.1M
Name Holding Trade Value Shares
Change
Change in
Stake
KP
226
Keel Point
Alabama
$509K +$5.24K +39 +1%
MPIA
227
Mountain Pacific Investment Advisers
Idaho
$508K
CB
228
Commerce Bank
Missouri
$507K -$1.61K -12 -0.3%
EI
229
Ellevest Inc
New York
$497K -$35.6K -265 -7%
SIM
230
Studio Investment Management
Illinois
$491K +$23.5K +175 +5%
SG Americas Securities
231
SG Americas Securities
New York
$483K -$1.01M -7,504 -68%
SRL
232
Scientech Research LLC
New Jersey
$471K +$455K +3,388 New
Envestnet Portfolio Solutions
233
Envestnet Portfolio Solutions
Illinois
$470K +$207K +1,542 +84%
YMRC
234
Yorktown Management & Research Company
Virginia
$459K +$443K +3,300 New
Cetera Investment Advisers
235
Cetera Investment Advisers
Illinois
$436K -$36.3K -270 -8%
BHPW
236
Beverly Hills Private Wealth
California
$424K +$409K +3,047 New
MSRPS
237
Maryland State Retirement & Pension System
Maryland
$424K -$158K -1,177 -28%
DDC
238
DF Dent & Co
Maryland
$422K
William Blair Investment Management
239
William Blair Investment Management
Illinois
$418K -$5.37K -40 -1%
ACMA
240
Arbor Capital Management (Alaska)
Alaska
$415K
Wealth Enhancement Advisory Services
241
Wealth Enhancement Advisory Services
Minnesota
$414K +$3.49K +26 +0.9%
RWB
242
RMR Wealth Builders
New Jersey
$399K
PTC
243
Petrus Trust Company
Texas
$389K -$167K -1,243 -31%
VI
244
Versor Investments
New York
$348K +$336K +2,500 New
MFG
245
Merit Financial Group
Georgia
$342K -$348K -2,590 -51%
ProShare Advisors
246
ProShare Advisors
Maryland
$326K -$25.7K -191 -8%
VCA
247
Verdence Capital Advisors
Maryland
$317K +$11.8K +88 +4%
LCM
248
Landscape Capital Management
New Jersey
$306K +$295K +2,197 New
AAS
249
Avantax Advisory Services
Texas
$295K +$25.8K +192 +10%
SCM
250
Shelton Capital Management
Colorado
$294K -$9.94K -74 -3%