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Middleby

332 hedge funds and large institutions have $6.73B invested in Middleby in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 94 increasing their positions, 143 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

0.94% less ownership

Funds ownership: 100.5%99.57% (-0.94%)

5% less call options, than puts

Call options by funds: $18.9M | Put options by funds: $19.9M

14% less funds holding

Funds holding: 387332 (-55)

24% less capital invested

Capital invested by funds: $8.86B → $6.73B (-$2.13B)

34% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 143

62% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 79

Holders
332
Holders Change
-55
Holders Change %
-14.21%
% of All Funds
5.59%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
30
Increased
94
Reduced
143
Closed
79
Calls
$18.9M
Puts
$19.9M
Net Calls
-$989K
Net Calls Change
-$6.93M
Name Holding Trade Value Shares
Change
Change in
Stake
CYG
276
Clean Yield Group
Vermont
$25K
CP
277
Corbenic Partners
Pennsylvania
$25K
SOW
278
State of Wyoming
Wyoming
$22K +$25.4K +176 New
BC
279
Bartlett & Co
Ohio
$21K
PMFA
280
Plante Moran Financial Advisors
Michigan
$21K
BCWM
281
Bartlett & Co Wealth Management
Ohio
$20.9K
MPWT
282
MassMutual Private Wealth & Trust
Connecticut
$20K +$1.3K +9 +6%
QCG
283
Quadrant Capital Group
Ohio
$19K +$1.3K +9 +6%
C
284
Covestor
United Kingdom
$18K +$10.2K +71 +103%
Northwestern Mutual Wealth Management
285
Northwestern Mutual Wealth Management
Wisconsin
$16K +$11.8K +82 +195%
PCM
286
Peregrine Capital Management
Minnesota
$14K
FAM
287
Fred Alger Management
New York
$13K -$3.46K -24 -19%
CFGS
288
Concourse Financial Group Securities
Alabama
$13K -$1.73K -12 -10%
AFG
289
Albion Financial Group
Utah
$13K
First Manhattan
290
First Manhattan
New York
$13K
S
291
SignatureFD
Georgia
$13K +$11K +76 +317%
BSB
292
Bangor Savings Bank
Maine
$13K +$14.4K +100 New
LSA
293
Leonteq Securities AG
Switzerland
$12K -$11.7K -81 -46%
SWM
294
Sugarloaf Wealth Management
Georgia
$12K
PP
295
PFS Partners
New Jersey
$10.7K
KFP
296
KB Financial Partners
New Jersey
$10K -$3.18K -22 -21%
GRP
297
Global Retirement Partners
California
$10K -$144 -1 -1%
IA
298
IFP Advisors
Florida
$10K
PTC
299
Private Trust Company
Ohio
$10K +$11.5K +80 New
IRC
300
Investors Research Corp
Georgia
$9K