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Middleby

387 hedge funds and large institutions have $7.69B invested in Middleby in 2024 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 134 increasing their positions, 118 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 40

14% more capital invested

Capital invested by funds: $6.75B → $7.69B (+$946M)

14% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 118

8% more funds holding

Funds holding: 357387 (+30)

0.62% more ownership

Funds ownership: 102.24%102.86% (+0.62%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

76% less call options, than puts

Call options by funds: $33.4M | Put options by funds: $142M

Holders
387
Holders Change
+30
Holders Change %
+8.4%
% of All Funds
5.56%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
72
Increased
134
Reduced
118
Closed
40
Calls
$33.4M
Puts
$142M
Net Calls
-$108M
Net Calls Change
-$31.1M
Name Holding Trade Value Shares
Change
Change in
Stake
HT
251
Headlands Technologies
Illinois
$291K -$388K -2,886 -58%
SCM
252
Sterling Capital Management
North Carolina
$282K +$273K +2,030 New
SAM
253
Shell Asset Management
Netherlands
$278K +$268K +1,996 New
CIC
254
Cornercap Investment Counsel
Georgia
$273K -$284K -2,114 -52%
Focus Partners Wealth
255
Focus Partners Wealth
Massachusetts
$271K +$262K +1,950 New
GT
256
Greenleaf Trust
Michigan
$269K +$19.5K +145 +8%
AssetMark Inc
257
AssetMark Inc
California
$260K +$12.5K +93 +5%
Stifel Financial
258
Stifel Financial
Missouri
$258K -$10.9K -81 -4%
ET
259
Entropy Technologies
New York
$250K +$242K +1,800 New
BTI
260
Blue Trust Inc
Georgia
$245K -$3.22K -24 -1%
Commonwealth Equity Services
261
Commonwealth Equity Services
Massachusetts
$241K -$3.36K -25 -1%
SI
262
Stephens Inc
Arkansas
$240K
NWAG
263
Net Worth Advisory Group
Utah
$238K +$229K +1,707 New
SCA
264
Snowden Capital Advisors
New York
$228K +$220K +1,641 New
BP
265
Ballentine Partners
Massachusetts
$227K -$1.61K -12 -0.7%
PCM
266
Poehling Capital Management
Wisconsin
$223K +$215K +1,603 New
MML Investors Services
267
MML Investors Services
Massachusetts
$223K +$216K +1,606 New
CIBC Asset Management
268
CIBC Asset Management
Ontario, Canada
$218K +$211K +1,570 New
Nisa Investment Advisors
269
Nisa Investment Advisors
Missouri
$218K -$645K -4,802 -75%
BONST
270
Bank of Nova Scotia Trust
Ontario, Canada
$217K -$15.4K -115 -7%
CAM
271
Claret Asset Management
Quebec, Canada
$216K +$209K +1,554 New
PI
272
PFG Investments
New York
$213K +$206K +1,531 New
CG
273
Caprock Group
Idaho
$211K +$204K +1,518 New
SSA
274
Schonfeld Strategic Advisors
New York
$210K -$1.86M -13,881 -90%
NGA
275
Naples Global Advisors
Florida
$209K +$201K +1,500 New