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Middleby
MIDD

Overview Fund Activity

338 hedge funds and large institutions have $6.78B invested in Middleby in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 111 increasing their positions, 121 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
-12
Holders Change %
-3.43%
% of All Funds
5.39%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
40
Increased
111
Reduced
121
Closed
50
Calls
$14.5M
Puts
$61.4M
Net Calls
-$46.9M
Net Calls Change
+$44.8M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$126M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$66.5M
3
Citadel Advisors
Citadel Advisors
Florida
+$32.9M
4
ACH
ArrowMark Colorado Holdings
Colorado
+$28.2M
5
TCAM
Turtle Creek Asset Management
Ontario, Canada
+$27.4M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
-$84.6M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$80.2M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$42.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$26.8M
5
Two Sigma Investments
Two Sigma Investments
New York
-$25.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
251
Commonwealth Equity Services
Massachusetts
$234K -$37.1K -289 -14%
FHB
252
First Hawaiian Bank
Hawaii
$226K – – –
MA
253
Montag & Associates
Georgia
$209K -$4.35K -34 -2%
PCM
254
Poehling Capital Management
Wisconsin
$207K +$207K +1,616 New
Stifel Financial
255
Stifel Financial
Missouri
$204K +$9.86K +77 +5%
CAN
256
Cetera Advisor Networks
California
$203K +$203K +1,587 New
KI
257
Kapitalo Investimentos
Brazil
$191K +$96K +750 +101%
O
258
Ossiam
France
$184K -$32.8K -256 -15%
VC
259
Vestor Capital
Illinois
$128K – – –
MFG
260
Mendota Financial Group
Wisconsin
$123K – – –
GC
261
Globeflex Capital
California
$102K – – –
SOW
262
State of Wyoming
Wyoming
$87.8K +$45.1K +352 +105%
AIM
263
Arcadia Investment Management
Michigan
$83.2K – – –
PFBT
264
Parkside Financial Bank & Trust
Missouri
$75.5K +$384 +3 +0.5%
FHA
265
First Horizon Advisors
Tennessee
$73.3K +$8.32K +65 +13%
QCG
266
Quadrant Capital Group
Ohio
$69K +$2.82K +22 +4%
UB
267
UMB Bank
Missouri
$60.4K – – –
SSG
268
Summit Securities Group
New York
$50K +$50K +389 New
Fifth Third Bancorp
269
Fifth Third Bancorp
Ohio
$48.8K +$8.83K +69 +22%
Fidelity International
270
Fidelity International
Bermuda
$44.3K – – –
Carson Wealth (CWM LLC)
271
Carson Wealth (CWM LLC)
Nebraska
$36K +$382 +3 +1%
PA
272
Parallel Advisors
California
$32.8K +$768 +6 +2%
Nomura Asset Management
273
Nomura Asset Management
Japan
$28.2K – – –
CYG
274
Clean Yield Group
Vermont
$25.1K – – –
BFEC
275
Benjamin F. Edwards & Company
Missouri
$25K – – –
9 10
11
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