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Middleby
MIDD

Overview Fund Activity

369 hedge funds and large institutions have $8.68B invested in Middleby in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 140 increasing their positions, 108 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
369
Holders Change
+26
Holders Change %
+7.58%
% of All Funds
5.35%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
52
Increased
140
Reduced
108
Closed
24
Calls
$29.6M
Puts
$149M
Net Calls
-$120M
Net Calls Change
-$43.9M

Top Buyers

1
Select Equity Group
1
Select Equity Group
New York
$887M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$87.8M
3
EIP
3
Epoch Investment Partners
New York
$57.4M
4
Bank of America
4
Bank of America
North Carolina
$228M
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$19.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$178M
2
Nordea Investment Management
2
Nordea Investment Management
Sweden
$198M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$9.58M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$482M
5
Ameriprise
5
Ameriprise
Minnesota
$17.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BP
251
Ballentine Partners
Massachusetts
$307K -$34.6K -215 -10%
CPBTD
252
Central Pacific Bank - Trust Division
Hawaii
$299K +$299K +1,885 New
PA
253
Profund Advisors
Maryland
$295K +$35.4K +220 +14%
GT
254
Greenleaf Trust
Michigan
$291K +$12.1K +75 +4%
PI
255
PineBridge Investments
New York
$287K +$287K +1,785 New
Parallax Volatility Advisers
256
Parallax Volatility Advisers
California
$285K +$285K +1,775 New
Commonwealth Equity Services
257
Commonwealth Equity Services
Massachusetts
$284K -$9.49K -59 -3%
PTC
258
Petrus Trust Company
Texas
$281K +$281K +1,750 New
SI
259
Stephens Inc
Arkansas
$277K – – –
PAS
260
Park Avenue Securities
New York
$275K +$41K +255 +18%
PCM
261
Poehling Capital Management
Wisconsin
$260K – – –
SAM
262
Shell Asset Management
Netherlands
$259K -$26.5K -216 -9%
Cambridge Investment Research Advisors
263
Cambridge Investment Research Advisors
Iowa
$253K -$3.7K -23 -1%
CA
264
Cetera Advisors
Colorado
$251K +$30.2K +188 +14%
PI
265
PFG Investments
New York
$246K +$246K +1,531 New
NGA
266
Naples Global Advisors
Florida
$241K – – –
OPS
267
Orion Portfolio Solutions
Nebraska
$239K +$239K +1,485 New
BCI
268
Brinker Capital Investments
Pennsylvania
$239K +$239K +1,485 New
BIAS
269
Beacon Investment Advisory Services
New Jersey
$235K – – –
CIBC Asset Management
270
CIBC Asset Management
Ontario, Canada
$235K – – –
ET
271
Entropy Technologies
New York
$234K +$234K +1,455 New
MFG
272
MidWestOne Financial Group
Iowa
$231K – – –
MYAM
273
Meiji Yasuda Asset Management
Japan
$221K +$221K +1,373 New
QCM
274
Quantinno Capital Management
New York
$219K +$219K +1,359 New
VC
275
Vestor Capital
Illinois
$217K +$56.3K +350 +35%
9 10
11
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