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Middleby

357 hedge funds and large institutions have $6.75B invested in Middleby in 2024 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 124 increasing their positions, 123 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.42% more ownership

Funds ownership: 100.82%102.24% (+1.4%)

1% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 123

4% less funds holding

Funds holding: 372357 (-15)

15% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 62

22% less capital invested

Capital invested by funds: $8.68B → $6.75B (-$1.94B)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

65% less call options, than puts

Call options by funds: $42.1M | Put options by funds: $119M

Holders
357
Holders Change
-15
Holders Change %
-4.03%
% of All Funds
5.16%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
53
Increased
124
Reduced
123
Closed
62
Calls
$42.1M
Puts
$119M
Net Calls
-$77.2M
Net Calls Change
+$42.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
276
Osaic Holdings
Arizona
$57.3K -$747K -5,509 -92%
FHA
277
First Horizon Advisors
Tennessee
$48.7K -$14.5K -107 -21%
CIBC Private Wealth Group
278
CIBC Private Wealth Group
Georgia
$44.2K -$18.9K -139 -27%
CA
279
Crewe Advisors
Utah
$44.1K
Nomura Asset Management
280
Nomura Asset Management
Japan
$39.2K
GI
281
GAMMA Investing
California
$31.3K +$17.1K +126 +98%
CFGS
282
Concourse Financial Group Securities
Alabama
$30.5K -$2.03K -15 -6%
QL
283
Quarry LP
New York
$28.3K +$17.9K +132 +133%
BFEC
284
Benjamin F. Edwards & Company
Missouri
$28K -$1.36K -10 -4%
CYG
285
Clean Yield Group
Vermont
$24.5K
Allspring Global Investments
286
Allspring Global Investments
North Carolina
$24K +$2.85K +21 +12%
CT
287
Caldwell Trust
Florida
$22.2K
DFA
288
DHJJ Financial Advisors
Illinois
$21.7K
LFA
289
LGT Financial Advisors
Texas
$21.7K +$21K +155 +705%
BCWM
290
Bartlett & Co Wealth Management
Ohio
$20.5K
PMFA
291
Plante Moran Financial Advisors
Michigan
$20.2K
Mitsubishi UFJ Asset Management
292
Mitsubishi UFJ Asset Management
Japan
$19.1K +$17.8K +131 +524%
RA
293
Rise Advisors
New York
$18.8K
AF
294
Allworth Financial
California
$18K +$16K +118 +492%
UB
295
UMB Bank
Missouri
$17.9K +$2.98K +22 +18%
PS
296
Principal Securities
Iowa
$17.4K -$157K -1,159 -89%
LSA
297
Leonteq Securities AG
Switzerland
$17.2K +$7.59K +56 +67%
NS
298
NBC Securities
Alabama
$17K
IA
299
IFP Advisors
Florida
$15.2K +$814 +6 +5%
AWM
300
Abound Wealth Management
Tennessee
$14.7K