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Middleby
MIDD

Overview Fund Activity

388 hedge funds and large institutions have $7.96B invested in Middleby in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 119 increasing their positions, 140 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+6
Holders Change %
+1.57%
% of All Funds
5.17%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.09%
New
60
Increased
119
Reduced
140
Closed
47
Calls
$49.5M
Puts
$396M
Net Calls
-$346M
Net Calls Change
-$238M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$322M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$172M
3
CCP
Clarkston Capital Partners
Michigan
$91.9M
4
UBS Group
UBS Group
Switzerland
$94.8M
5
Ameriprise
Ameriprise
Minnesota
$49.6M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$197M
2
Principal Financial Group
Principal Financial Group
Iowa
$16.7M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$522K
4
PAM
PineStone Asset Management
Quebec, Canada
$3.38M
5
Select Equity Group
Select Equity Group
New York
$852M
Name Holding Trade Value Shares
Change 		Shares
Change %
Millennium Management
251
Millennium Management
New York
$267K -$337K -2,491 -56%
CIC
252
Cornercap Investment Counsel
Georgia
$266K – – –
GT
253
Greenleaf Trust
Michigan
$265K +$3.12K +23 +1%
IC
254
IEQ Capital
California
$258K +$258K +1,907 New
NAAA
255
New Age Alpha Advisors
New York
$257K +$257K +1,901 New
Stifel Financial
256
Stifel Financial
Missouri
$250K -$1.76K -13 -0.7%
PSC
257
Portman Square Capital
United Kingdom
$246K -$1.51M -11,163 -86%
Commonwealth Equity Services
258
Commonwealth Equity Services
Massachusetts
$233K -$1.22K -9 -0.5%
NWAG
259
Net Worth Advisory Group
Utah
$231K -$271 -2 -0.1%
XT
260
XTX Topco
Cayman Islands
$231K +$231K +1,705 New
CIBC Asset Management
261
CIBC Asset Management
Ontario, Canada
$224K +$11K +81 +5%
FCBT
262
First Citizens Bank & Trust
North Carolina
$219K +$219K +1,617 New
SI
263
Stephens Inc
Arkansas
$218K -$15K -111 -6%
CAM
264
Claret Asset Management
Quebec, Canada
$212K +$1.49K +11 +0.7%
Nisa Investment Advisors
265
Nisa Investment Advisors
Missouri
$212K – – –
BP
266
Ballentine Partners
Massachusetts
$212K -$8.8K -65 -4%
PI
267
PFG Investments
New York
$207K – – –
BAM
268
Burgundy Asset Management
Ontario, Canada
$207K +$207K +1,527 New
Mercer Global Advisors
269
Mercer Global Advisors
Colorado
$206K +$206K +1,522 New
BONST
270
Bank of Nova Scotia Trust
Ontario, Canada
$206K -$5.15K -38 -2%
BCI
271
Brinker Capital Investments
Pennsylvania
$204K +$204K +1,505 New
OPS
272
Orion Portfolio Solutions
Nebraska
$204K +$204K +1,505 New
NGA
273
Naples Global Advisors
Florida
$203K – – –
ECM
274
Everence Capital Management
Indiana
$200K +$200K +1,480 New
TWC
275
TD Waterhouse Canada
Ontario, Canada
$199K +$154K +1,138 +339%
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