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Middleby
MIDD

Overview Fund Activity

347 hedge funds and large institutions have $8.01B invested in Middleby in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 126 increasing their positions, 107 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
347
Holders Change
+19
Holders Change %
+5.79%
% of All Funds
5.55%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
45
Increased
126
Reduced
107
Closed
23
Calls
$19.6M
Puts
$126M
Net Calls
-$106M
Net Calls Change
-$45.5M

Top Buyers

1
SP
Sarasin & Partners
United Kingdom
$476M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$64.9M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$78.1M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$40.2M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$40.8M

Top Sellers

1
BC
Brookfield Corp
Ontario, Canada
$0
2
Wellington Management Group
Wellington Management Group
Massachusetts
$469M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$320M
4
Ameriprise
Ameriprise
Minnesota
$67.2M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
251
Greenleaf Trust
Michigan
$291K -$880 -6 -0.3%
SPC
252
Sigma Planning Corp
Michigan
$288K -$440 -3 -0.2%
PA
253
Profund Advisors
Maryland
$278K -$32.4K -221 -10%
RJFSA
254
Raymond James Financial Services Advisors
Florida
$277K -$51.2K -349 -16%
BFM
255
Boothbay Fund Management
New York
$260K +$260K +1,774 New
PCM
256
Penserra Capital Management
California
$259K -$6.58K -45 -2%
BTI
257
Blue Trust Inc
Georgia
$253K -$402 -3 -0.2%
Susquehanna International Group
258
Susquehanna International Group
Pennsylvania
$248K +$8.36K +57 +3%
MA
259
Montag & Associates
Georgia
$245K – – –
Cambridge Investment Research Advisors
260
Cambridge Investment Research Advisors
Iowa
$236K +$236K +1,612 New
CIBC Private Wealth Group
261
CIBC Private Wealth Group
Georgia
$232K -$149K -1,017 -39%
NGA
262
Naples Global Advisors
Florida
$220K – – –
Stifel Financial
263
Stifel Financial
Missouri
$217K +$217K +1,483 New
BIAS
264
Beacon Investment Advisory Services
New Jersey
$214K +$214K +1,463 New
CIBC Asset Management
265
CIBC Asset Management
Ontario, Canada
$214K +$214K +1,462 New
Bank of Nova Scotia
266
Bank of Nova Scotia
Ontario, Canada
$213K -$27.5M -187,546 -99%
BP
267
Ballentine Partners
Massachusetts
$211K +$211K +1,436 New
BMSSC
268
B. Metzler seel. Sohn & Co
Germany
$206K +$206K +1,408 New
ASN
269
Advisory Services Network
Georgia
$204K -$293 -2 -0.1%
ESCM
270
Echo Street Capital Management
New York
$202K +$202K +1,377 New
RJA
271
Raymond James & Associates
Florida
$202K +$202K +1,377 New
Macquarie Group
272
Macquarie Group
Australia
$166K -$86K -587 -34%
VC
273
Vestor Capital
Illinois
$147K – – –
AIM
274
Arcadia Investment Management
Michigan
$147K – – –
O
275
Ossiam
France
$133K +$65.7K +448 +98%
9 10
11
12 13