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Middleby

332 hedge funds and large institutions have $6.73B invested in Middleby in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 94 increasing their positions, 143 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

0.94% less ownership

Funds ownership: 100.5%99.57% (-0.94%)

5% less call options, than puts

Call options by funds: $18.9M | Put options by funds: $19.9M

14% less funds holding

Funds holding: 387332 (-55)

24% less capital invested

Capital invested by funds: $8.86B → $6.73B (-$2.13B)

34% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 143

62% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 79

Holders
332
Holders Change
-55
Holders Change %
-14.21%
% of All Funds
5.59%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
30
Increased
94
Reduced
143
Closed
79
Calls
$18.9M
Puts
$19.9M
Net Calls
-$989K
Net Calls Change
-$6.93M
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
251
Blue Trust Inc
Georgia
$216K +$190K +1,315 New
CG
252
Caprock Group
Idaho
$206K -$19.9K -138 -8%
AQR Capital Management
253
AQR Capital Management
Connecticut
$205K -$691K -4,787 -74%
SG Americas Securities
254
SG Americas Securities
New York
$163K -$5.97M -41,345 -97%
TWI
255
Thomas White International
Illinois
$163K
AIM
256
Arcadia Investment Management
Michigan
$163K +$18K +125 +11%
PFBT
257
Parkside Financial Bank & Trust
Missouri
$131K -$9.38K -65 -6%
VC
258
Vestor Capital
Illinois
$125K
CCM
259
Chilton Capital Management
Texas
$95K +$110K +760 New
UB
260
UMB Bank
Missouri
$91K
FDCDDQ
261
Federation des caisses Desjardins du Quebec
Quebec, Canada
$72.6K
TCWM
262
Total Clarity Wealth Management
Illinois
$69K +$79.4K +550 New
PCG
263
Private Capital Group
Connecticut
$68K +$4.33K +30 +6%
Bank of Montreal
264
Bank of Montreal
Ontario, Canada
$67.1K +$3.56M +24,637 +6%
FHA
265
First Horizon Advisors
Tennessee
$56K +$38.1K +264 +143%
EI
266
Ellevest Inc
New York
$54K +$54.7K +379 +689%
Fifth Third Bancorp
267
Fifth Third Bancorp
Ohio
$50K +$4.91K +34 +9%
Carson Wealth (CWM LLC)
268
Carson Wealth (CWM LLC)
Nebraska
$44K -$40.7K -282 -45%
BFEC
269
Benjamin F. Edwards & Company
Missouri
$39K
PA
270
Parallel Advisors
California
$36K +$14.4K +100 +52%
HFM
271
Harvest Fund Management
China
$35K
SPIA
272
Steward Partners Investment Advisory
New York
$32K +$13.1K +91 +56%
CT
273
Caldwell Trust
Florida
$31.7K
EC
274
Elequin Capital
New York
$30K -$1.59K -11 -4%
Nomura Asset Management
275
Nomura Asset Management
Japan
$27.6K