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Middleby
MIDD

Overview Fund Activity

369 hedge funds and large institutions have $8.68B invested in Middleby in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 140 increasing their positions, 108 reducing their positions, and 24 closing their positions.

Holders
369
Holders Change
+26
Holders Change %
+7.58%
% of All Funds
5.35%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
52
Increased
140
Reduced
108
Closed
24
Calls
$29.6M
Puts
$149M
Net Calls
-$120M
Net Calls Change
-$43.9M

Top Buyers

1
Select Equity Group
1
Select Equity Group
New York
$887M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$87.8M
3
EIP
3
Epoch Investment Partners
New York
$57.4M
4
Bank of America
4
Bank of America
North Carolina
$228M
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$19.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$178M
2
Nordea Investment Management
2
Nordea Investment Management
Sweden
$198M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$9.58M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$482M
5
Ameriprise
5
Ameriprise
Minnesota
$17.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PJSIMP
276
P.J. Schmidt Investment Management (PJS)
Wisconsin
$215K +$215K +1,336 New
RMDI
277
R.M. Davis Inc
Maine
$211K -$182K -1,132 -46%
PS
278
Principal Securities
Iowa
$209K +$6.59K +41 +3%
JIC
279
Joel Isaacson & Co
New York
$209K +$209K +1,300 New
MFG
280
Mendota Financial Group
Wisconsin
$168K -$7.24K -45 -4%
AssetMark Inc
281
AssetMark Inc
California
$158K +$85.2K +530 +117%
EAM
282
Eukles Asset Management
Ohio
$141K -$344K -2,142 -71%
AWM
283
Avior Wealth Management
Nebraska
$133K +$133K +828 New
GC
284
Globeflex Capital
California
$129K – – –
CB
285
CNB Bank
Pennsylvania
$118K -$25.4K -158 -18%
Carson Wealth (CWM LLC)
286
Carson Wealth (CWM LLC)
Nebraska
$111K +$29.2K +182 +36%
AIM
287
Arcadia Investment Management
Michigan
$105K – – –
QCG
288
Quadrant Capital Group
Ohio
$97.8K +$7.72K +48 +9%
PFBT
289
Parkside Financial Bank & Trust
Missouri
$97K +$1.13K +7 +1%
SOW
290
State of Wyoming
Wyoming
$88.6K +$1.13K +7 +1%
AGWCA
291
Annis Gardner Whiting Capital Advisors
Florida
$82K – – –
FHA
292
First Horizon Advisors
Tennessee
$81K +$11.7K +73 +17%
CIBC Private Wealth Group
293
CIBC Private Wealth Group
Georgia
$80.5K +$80.5K +508 New
Fifth Third Bancorp
294
Fifth Third Bancorp
Ohio
$70.7K +$1.61K +10 +2%
CA
295
Crewe Advisors
Utah
$57.9K +$49.8K +310 +620%
GIA
296
GHP Investment Advisors
Colorado
$54K +$54K +336 New
Nomura Asset Management
297
Nomura Asset Management
Japan
$51.5K +$16.1K +100 +45%
S
298
SignatureFD
Georgia
$47.4K +$8.68K +54 +22%
CFGS
299
Concourse Financial Group Securities
Alabama
$42.4K -$482 -3 -1%
BFEC
300
Benjamin F. Edwards & Company
Missouri
$39K -$1.13K -7 -3%
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