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Middleby

357 hedge funds and large institutions have $6.75B invested in Middleby in 2024 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 124 increasing their positions, 123 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.42% more ownership

Funds ownership: 100.82%102.24% (+1.4%)

1% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 123

4% less funds holding

Funds holding: 372357 (-15)

15% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 62

22% less capital invested

Capital invested by funds: $8.68B → $6.75B (-$1.94B)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

65% less call options, than puts

Call options by funds: $42.1M | Put options by funds: $119M

Holders
357
Holders Change
-15
Holders Change %
-4.03%
% of All Funds
5.16%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
53
Increased
124
Reduced
123
Closed
62
Calls
$42.1M
Puts
$119M
Net Calls
-$77.2M
Net Calls Change
+$42.7M
Name Holding Trade Value Shares
Change
Change in
Stake
H
251
HoyleCohen
California
$239K
Stifel Financial
252
Stifel Financial
Missouri
$237K -$27K -199 -9%
AAS
253
Avantax Advisory Services
Texas
$237K +$262K +1,931 New
Envestnet Portfolio Solutions
254
Envestnet Portfolio Solutions
Illinois
$225K +$249K +1,835 New
GT
255
Greenleaf Trust
Michigan
$220K -$2.17K -16 -0.9%
AssetMark Inc
256
AssetMark Inc
California
$218K +$107K +792 +81%
Commonwealth Equity Services
257
Commonwealth Equity Services
Massachusetts
$215K -$1.49K -11 -0.6%
SI
258
Stephens Inc
Arkansas
$211K
BONST
259
Bank of Nova Scotia Trust
Ontario, Canada
$205K +$227K +1,673 New
BP
260
Ballentine Partners
Massachusetts
$201K -$36.5K -269 -14%
AI
261
Atria Investments
North Carolina
$200K +$222K +1,634 New
IC
262
Innealta Capital
Texas
$196K +$216K +1,595 New
MFG
263
Mendota Financial Group
Wisconsin
$141K +$14.2K +105 +10%
VC
264
Vestor Capital
Illinois
$123K -$47.5K -350 -26%
SOW
265
State of Wyoming
Wyoming
$104K +$40.4K +298 +54%
EAM
266
Eukles Asset Management
Ohio
$93.7K -$14.9K -110 -13%
AIM
267
Arcadia Investment Management
Michigan
$79.7K
PFBT
268
Parkside Financial Bank & Trust
Missouri
$77K +$3.39K +25 +4%
QCG
269
Quadrant Capital Group
Ohio
$76K +$1.63K +12 +2%
Carson Wealth (CWM LLC)
270
Carson Wealth (CWM LLC)
Nebraska
$69K -$18K -133 -19%
AGWCA
271
Annis Gardner Whiting Capital Advisors
Florida
$68.8K +$6.92K +51 +10%
BBHC
272
Brown Brothers Harriman & Co
New York
$66.6K +$73.6K +543 New
S
273
SignatureFD
Georgia
$63.5K +$30.2K +223 +76%
CB
274
CNB Bank
Pennsylvania
$62.5K -$30.5K -225 -31%
Fifth Third Bancorp
275
Fifth Third Bancorp
Ohio
$57.6K +$4.07K +30 +7%