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Middleby
MIDD

Overview Fund Activity

354 hedge funds and large institutions have $6.75B invested in Middleby in 2024 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 124 increasing their positions, 123 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
-15
Holders Change %
-4.07%
% of All Funds
5.15%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
52
Increased
124
Reduced
123
Closed
61
Calls
$42.1M
Puts
$119M
Net Calls
-$77.2M
Net Calls Change
+$42.7M

Top Buyers

1
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$119M
2
Select Equity Group
2
Select Equity Group
New York
$780M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$111M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$528M
5
RC
5
Rivulet Capital
New Jersey
$27M

Top Sellers

1
Fiera Capital (Canada)
1
Fiera Capital (Canada)
Quebec, Canada
$58.4M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$0
3
Nordea Investment Management
3
Nordea Investment Management
Sweden
$111M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$0
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
276
First Horizon Advisors
Tennessee
$48.7K -$13.1K -107 -21%
CIBC Private Wealth Group
277
CIBC Private Wealth Group
Georgia
$44.2K -$16.7K -139 -27%
CA
278
Crewe Advisors
Utah
$44.1K – – –
Nomura Asset Management
279
Nomura Asset Management
Japan
$39.2K – – –
GI
280
GAMMA Investing
California
$31.3K +$15.4K +126 +98%
CFGS
281
Concourse Financial Group Securities
Alabama
$30.5K -$1.84K -15 -6%
QL
282
Quarry LP
New York
$28.3K +$16.2K +132 +133%
BFEC
283
Benjamin F. Edwards & Company
Missouri
$28K -$1.21K -10 -4%
CYG
284
Clean Yield Group
Vermont
$24.5K – – –
Allspring Global Investments
285
Allspring Global Investments
North Carolina
$24K +$2.58K +21 +12%
DFA
286
DHJJ Financial Advisors
Illinois
$21.7K – – –
LFA
287
LGT Financial Advisors
Texas
$21.7K +$19K +155 +705%
BCWM
288
Bartlett & Co Wealth Management
Ohio
$20.5K – – –
PMFA
289
Plante Moran Financial Advisors
Michigan
$20.2K – – –
Mitsubishi UFJ Asset Management
290
Mitsubishi UFJ Asset Management
Japan
$19.1K +$16.1K +131 +524%
RA
291
Rise Advisors
New York
$18.8K – – –
AF
292
Allworth Financial
California
$18K +$15K +118 +492%
UB
293
UMB Bank
Missouri
$17.9K +$2.7K +22 +18%
PS
294
Principal Securities
Iowa
$17.4K -$142K -1,159 -89%
NS
295
NBC Securities
Alabama
$17K – – –
IA
296
IFP Advisors
Florida
$15.2K +$736 +6 +5%
AWM
297
Abound Wealth Management
Tennessee
$14.7K – – –
OPTFSNA
298
Old Point Trust & Financial Services N A
Virginia
$14.7K – – –
PCM
299
Peregrine Capital Management
Minnesota
$13.5K – – –
IAIM
300
International Assets Investment Management
Florida
$13.2K +$13.2K +108 New
10 11
12
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