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Middleby
MIDD

Overview Fund Activity

338 hedge funds and large institutions have $6.78B invested in Middleby in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 111 increasing their positions, 121 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
-12
Holders Change %
-3.43%
% of All Funds
5.39%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
40
Increased
111
Reduced
121
Closed
50
Calls
$14.5M
Puts
$61.4M
Net Calls
-$46.9M
Net Calls Change
+$44.8M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$540M
2
AllianceBernstein
AllianceBernstein
Tennessee
$214M
3
Citadel Advisors
Citadel Advisors
Florida
$43.4M
4
ACH
ArrowMark Colorado Holdings
Colorado
$60.8M
5
TCAM
Turtle Creek Asset Management
Ontario, Canada
$193M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
$594M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$289M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$9.76M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$995K
5
Two Sigma Investments
Two Sigma Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MPWT
276
MassMutual Private Wealth & Trust
Connecticut
$24.8K +$3.2K +25 +15%
GRP
277
Global Retirement Partners
California
$23.8K -$7.26K -58 -23%
DFA
278
DHJJ Financial Advisors
Illinois
$22.7K +$22.7K +177 New
BCWM
279
Bartlett & Co Wealth Management
Ohio
$21.4K – – –
PMFA
280
Plante Moran Financial Advisors
Michigan
$21.1K – – –
BC
281
Bartlett & Co
Ohio
$21K – – –
TPCW
282
TD Private Client Wealth
New York
$20.1K – – –
GWSA
283
Global Wealth Strategies & Associates
Colorado
$19.2K – – –
QL
284
Quarry LP
New York
$18K -$1.41K -11 -7%
NS
285
NBC Securities
Alabama
$17K +$17K +140 New
BAAM
286
Baker Avenue Asset Management
California
$16.9K – – –
AWM
287
Abound Wealth Management
Tennessee
$15.4K – – –
PCM
288
Peregrine Capital Management
Minnesota
$14.1K – – –
RTC
289
Riverview Trust Company
Washington
$12.9K – – –
BSB
290
Bangor Savings Bank
Maine
$12.8K – – –
TWC
291
TD Waterhouse Canada
Ontario, Canada
$12.6K – – –
SWM
292
Sugarloaf Wealth Management
Georgia
$12.3K – – –
IA
293
IFP Advisors
Florida
$11.5K – – –
PP
294
PFS Partners
New Jersey
$10.9K – – –
CFGS
295
Concourse Financial Group Securities
Alabama
$10.8K -$128 -1 -1%
CI Investments Inc
296
CI Investments Inc
Ontario, Canada
$10K -$1.73M -13,840 -99%
EWA
297
EverSource Wealth Advisors
Alabama
$9.6K – – –
S
298
SignatureFD
Georgia
$9.34K – – –
SIC
299
Salem Investment Counselors
North Carolina
$8.96K – – –
IRC
300
Investors Research Corp
Georgia
$8.96K – – –
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