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Middleby

331 hedge funds and large institutions have $7.67B invested in Middleby in 2020 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 87 increasing their positions, 131 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
+41
Holders Change %
+14.14%
% of All Funds
5.87%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
61
Increased
87
Reduced
131
Closed
19
Calls
$87.6M
Puts
$19.1M
Net Calls
+$68.5M
Net Calls Change
+$66.5M
Name Holding Trade Value Shares
Change
Shares
Change %
VC
251
Vestor Capital
Illinois
$193K +$193K +1,500 New
RWB
252
RMR Wealth Builders
New Jersey
$182K +$182K +1,409 New
TPWA
253
TRUE Private Wealth Advisors
Oregon
$174K +$18.3K +142 +12%
TWI
254
Thomas White International
Illinois
$168K -$7.75K -60 -4%
AIM
255
Arcadia Investment Management
Michigan
$155K -$152K -1,175 -49%
Bessemer Group
256
Bessemer Group
New Jersey
$139K
HWA
257
Heritage Wealth Advisors
Virginia
$112K +$112K +869 New
BFC
258
Bedel Financial Consulting
Indiana
$77K
FMT
259
First Mercantile Trust
Tennessee
$71K -$124K -963 -64%
PFBT
260
Parkside Financial Bank & Trust
Missouri
$63K +$4.13K +32 +7%
Truist Financial
261
Truist Financial
North Carolina
$60K +$60K +470 New
PCG
262
Private Capital Group
Connecticut
$59K -$6.07K -47 -9%
CAPTRUST Financial Advisors
263
CAPTRUST Financial Advisors
North Carolina
$53K +$12.6K +97 +31%
Acadian Asset Management
264
Acadian Asset Management
Massachusetts
$41K -$34K -263 -45%
BFEC
265
Benjamin F. Edwards & Company
Missouri
$40K
SIM
266
Sonora Investment Management
Arizona
$39K
Schroder Investment Management Group
267
Schroder Investment Management Group
United Kingdom
$39K +$39K +300 New
SPIA
268
Steward Partners Investment Advisory
New York
$36K
TSW
269
Thompson Siegel & Walmsley
Virginia
$35K
Carson Wealth (CWM LLC)
270
Carson Wealth (CWM LLC)
Nebraska
$34K
Twin Tree Management
271
Twin Tree Management
Texas
$30K +$30K +236 New
Fidelity Investments
272
Fidelity Investments
Massachusetts
$27K -$2.6K -20 -9%
CYG
273
Clean Yield Group
Vermont
$26K
CP
274
Corbenic Partners
Pennsylvania
$26K +$26K +200 New
MLFP
275
MPS Loria Financial Planners
Illinois
$25K