MIDD icon

Middleby
MIDD

Overview Fund Activity

347 hedge funds and large institutions have $8.01B invested in Middleby in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 126 increasing their positions, 107 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
347
Holders Change
+19
Holders Change %
+5.79%
% of All Funds
5.55%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
45
Increased
126
Reduced
107
Closed
23
Calls
$19.6M
Puts
$126M
Net Calls
-$106M
Net Calls Change
-$45.5M

Top Buyers

1
SP
Sarasin & Partners
United Kingdom
$476M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$64.9M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$78.1M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$40.2M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$40.8M

Top Sellers

1
BC
Brookfield Corp
Ontario, Canada
$0
2
Wellington Management Group
Wellington Management Group
Massachusetts
$469M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$320M
4
Ameriprise
Ameriprise
Minnesota
$67.2M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TWI
276
Thomas White International
Illinois
$131K – – –
CMBA
277
C.M. Bidwell & Associates
Hawaii
$127K +$127K +867 New
UB
278
UMB Bank
Missouri
$102K – – –
NHT
279
New Hampshire Trust
New Hampshire
$100K +$5.13K +35 +5%
IUHSA
280
Itau Unibanco Holding S.A.
Brazil
$90.5K +$90.5K +617 New
BAM
281
Belpointe Asset Management
Nevada
$90.3K +$62K +423 +219%
PFBT
282
Parkside Financial Bank & Trust
Missouri
$86.1K -$880 -6 -1%
FDCDDQ
283
Federation des caisses Desjardins du Quebec
Quebec, Canada
$85.5K +$586 +4 +0.7%
QCG
284
Quadrant Capital Group
Ohio
$77.3K +$13.8K +94 +22%
FHA
285
First Horizon Advisors
Tennessee
$60.7K +$13.6K +93 +29%
MC
286
Machina Capital
France
$57.6K +$57.6K +393 New
PA
287
Parallel Advisors
California
$54.1K +$18.2K +124 +51%
Fifth Third Bancorp
288
Fifth Third Bancorp
Ohio
$52.9K +$5.28K +36 +11%
SOW
289
State of Wyoming
Wyoming
$37.8K +$2.93K +20 +8%
Nomura Asset Management
290
Nomura Asset Management
Japan
$32.3K – – –
Carson Wealth (CWM LLC)
291
Carson Wealth (CWM LLC)
Nebraska
$30K +$3.46K +24 +13%
CYG
292
Clean Yield Group
Vermont
$29.3K – – –
BFEC
293
Benjamin F. Edwards & Company
Missouri
$29K – – –
GRP
294
Global Retirement Partners
California
$25K +$24.4K +168 +4,200%
BCWM
295
Bartlett & Co Wealth Management
Ohio
$24.5K – – –
PMFA
296
Plante Moran Financial Advisors
Michigan
$24.2K – – –
BC
297
Bartlett & Co
Ohio
$24K – – –
MPWT
298
MassMutual Private Wealth & Trust
Connecticut
$23.8K -$4.25K -29 -15%
TPCW
299
TD Private Client Wealth
New York
$23K – – –
QL
300
Quarry LP
New York
$22.4K +$15.4K +105 +219%
10 11
12
13 14