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Middleby
MIDD

Overview Fund Activity

354 hedge funds and large institutions have $6.75B invested in Middleby in 2024 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 124 increasing their positions, 123 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
-15
Holders Change %
-4.07%
% of All Funds
5.15%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
52
Increased
124
Reduced
123
Closed
61
Calls
$42.1M
Puts
$119M
Net Calls
-$77.2M
Net Calls Change
+$42.7M

Top Buyers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
$119M
2
Select Equity Group
Select Equity Group
New York
$780M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$111M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$528M
5
RC
Rivulet Capital
New Jersey
$27M

Top Sellers

1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$58.4M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$0
3
Nordea Investment Management
Nordea Investment Management
Sweden
$111M
4
CCMG
Clark Capital Management Group
Pennsylvania
$0
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
251
Stifel Financial
Missouri
$237K -$24.4K -199 -9%
AAS
252
Avantax Advisory Services
Texas
$237K +$237K +1,931 New
Envestnet Portfolio Solutions
253
Envestnet Portfolio Solutions
Illinois
$225K +$225K +1,835 New
GT
254
Greenleaf Trust
Michigan
$220K -$1.96K -16 -0.9%
AssetMark Inc
255
AssetMark Inc
California
$218K +$97.1K +792 +81%
Commonwealth Equity Services
256
Commonwealth Equity Services
Massachusetts
$215K -$1.35K -11 -0.6%
SI
257
Stephens Inc
Arkansas
$211K – – –
BONST
258
Bank of Nova Scotia Trust
Ontario, Canada
$205K +$205K +1,673 New
BP
259
Ballentine Partners
Massachusetts
$201K -$33K -269 -14%
AI
260
Atria Investments
North Carolina
$200K +$200K +1,634 New
IC
261
Innealta Capital
Texas
$196K +$196K +1,595 New
MFG
262
Mendota Financial Group
Wisconsin
$141K +$12.9K +105 +10%
VC
263
Vestor Capital
Illinois
$123K -$43.1K -350 -26%
SOW
264
State of Wyoming
Wyoming
$104K +$36.5K +298 +54%
EAM
265
Eukles Asset Management
Ohio
$93.7K -$13.5K -110 -13%
AIM
266
Arcadia Investment Management
Michigan
$79.7K – – –
PFBT
267
Parkside Financial Bank & Trust
Missouri
$77K +$3.07K +25 +4%
QCG
268
Quadrant Capital Group
Ohio
$76K +$1.47K +12 +2%
Carson Wealth (CWM LLC)
269
Carson Wealth (CWM LLC)
Nebraska
$69K -$16.4K -133 -19%
AGWCA
270
Annis Gardner Whiting Capital Advisors
Florida
$68.8K +$6.25K +51 +10%
BBHC
271
Brown Brothers Harriman & Co
New York
$66.6K +$66.6K +543 New
S
272
SignatureFD
Georgia
$63.5K +$27.3K +223 +76%
CB
273
CNB Bank
Pennsylvania
$62.5K -$27.6K -225 -31%
Fifth Third Bancorp
274
Fifth Third Bancorp
Ohio
$57.6K +$3.68K +30 +7%
Osaic Holdings
275
Osaic Holdings
Arizona
$57.3K -$675K -5,509 -92%
9 10
11
12 13