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Middleby
MIDD

Overview Fund Activity

350 hedge funds and large institutions have $7.71B invested in Middleby in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 111 increasing their positions, 134 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+3
Holders Change %
+0.86%
% of All Funds
5.52%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
37
Increased
111
Reduced
134
Closed
33
Calls
$40.6M
Puts
$132M
Net Calls
-$91.7M
Net Calls Change
+$14.7M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$103M
2
Select Equity Group
Select Equity Group
New York
+$76.3M
3
American Century Companies
American Century Companies
Missouri
+$37.8M
4
Boston Partners
Boston Partners
Massachusetts
+$23.7M
5
Citigroup
Citigroup
New York
+$21.3M

Top Sellers

1
SP
Sarasin & Partners
United Kingdom
-$263M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$78.9M
3
Citadel Advisors
Citadel Advisors
Florida
-$77.7M
4
Capital World Investors
Capital World Investors
California
-$65.9M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$43.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
251
CNB Bank
Pennsylvania
$294K -$11.5K -78 -4%
JF
252
Jump Financial
Illinois
$292K +$292K +1,972 New
SPC
253
Sigma Planning Corp
Michigan
$289K -$739 -5 -0.3%
CG
254
Caprock Group
Idaho
$282K +$282K +1,906 New
BCM
255
Bayesian Capital Management
New York
$281K -$310K -2,100 -53%
BTI
256
Blue Trust Inc
Georgia
$277K +$293 +2 +0.1%
GT
257
Greenleaf Trust
Michigan
$271K -$22.8K -154 -8%
Capstone Investment Advisors
258
Capstone Investment Advisors
New York
$262K +$262K +1,769 New
FHB
259
First Hawaiian Bank
Hawaii
$261K -$421K -2,845 -62%
O
260
Ossiam
France
$250K +$116K +783 +86%
MA
261
Montag & Associates
Georgia
$247K – – –
PA
262
Profund Advisors
Maryland
$243K -$37K -250 -13%
SQA
263
Simon Quick Advisors
New Jersey
$242K -$66.7K -451 -22%
Cambridge Investment Research Advisors
264
Cambridge Investment Research Advisors
Iowa
$229K -$9.47K -64 -4%
Stifel Financial
265
Stifel Financial
Missouri
$224K +$4.88K +33 +2%
NGA
266
Naples Global Advisors
Florida
$222K – – –
BIAS
267
Beacon Investment Advisory Services
New Jersey
$216K – – –
CIBC Asset Management
268
CIBC Asset Management
Ontario, Canada
$216K – – –
BP
269
Ballentine Partners
Massachusetts
$213K +$739 +5 +0.3%
Bank of Nova Scotia
270
Bank of Nova Scotia
Ontario, Canada
$210K -$5.32K -36 -2%
JPMPWA
271
J.P. Morgan Private Wealth Advisors
California
$207K -$185K -1,250 -47%
ASN
272
Advisory Services Network
Georgia
$203K -$3.1K -21 -2%
Macquarie Group
273
Macquarie Group
Australia
$163K -$4.43K -30 -3%
VC
274
Vestor Capital
Illinois
$148K – – –
MFG
275
Mendota Financial Group
Wisconsin
$142K +$142K +960 New
9 10
11
12 13