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Middleby

387 hedge funds and large institutions have $7.69B invested in Middleby in 2024 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 134 increasing their positions, 118 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 40

14% more capital invested

Capital invested by funds: $6.75B → $7.69B (+$946M)

14% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 118

8% more funds holding

Funds holding: 357387 (+30)

0.62% more ownership

Funds ownership: 102.24%102.86% (+0.62%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

76% less call options, than puts

Call options by funds: $33.4M | Put options by funds: $142M

Holders
387
Holders Change
+30
Holders Change %
+8.4%
% of All Funds
5.56%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
72
Increased
134
Reduced
118
Closed
40
Calls
$33.4M
Puts
$142M
Net Calls
-$108M
Net Calls Change
-$31.1M
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
276
O'Shaughnessy Asset Management
Connecticut
$205K +$200K +1,489 New
BIAS
277
Beacon Investment Advisory Services
New Jersey
$204K +$197K +1,463 New
PA
278
Profund Advisors
Maryland
$203K +$196K +1,456 New
MFG
279
MidWestOne Financial Group
Iowa
$200K +$193K +1,439 New
CFGS
280
Concourse Financial Group Securities
Alabama
$190K +$150K +1,114 +447%
MFG
281
Mendota Financial Group
Wisconsin
$179K +$18.4K +137 +12%
DB
282
Danske Bank
Denmark
$139K -$420K -3,127 -76%
VC
283
Vestor Capital
Illinois
$139K
BIG
284
Brooklyn Investment Group
New York
$130K +$126K +937 New
Osaic Holdings
285
Osaic Holdings
Arizona
$115K +$48.2K +359 +77%
EAM
286
Eukles Asset Management
Ohio
$106K
CT
287
Coastline Trust
Rhode Island
$104K +$101K +750 New
HNB
288
Hilltop National Bank
Wyoming
$104K +$100K +748 New
SOW
289
State of Wyoming
Wyoming
$92.9K -$24.3K -181 -21%
AIM
290
Arcadia Investment Management
Michigan
$90.4K
PFBT
291
Parkside Financial Bank & Trust
Missouri
$89.2K +$1.75K +13 +2%
NICM
292
Neo Ivy Capital Management
New York
$88K +$85.7K +638 New
Carson Wealth (CWM LLC)
293
Carson Wealth (CWM LLC)
Nebraska
$84K +$6.18K +46 +8%
CIBC Private Wealth Group
294
CIBC Private Wealth Group
Georgia
$83.2K +$30.8K +229 +62%
QCG
295
Quadrant Capital Group
Ohio
$78.2K -$7.79K -58 -9%
AGWCA
296
Annis Gardner Whiting Capital Advisors
Florida
$78.1K
BBHC
297
Brown Brothers Harriman & Co
New York
$75.5K
Mirae Asset Global Investments
298
Mirae Asset Global Investments
South Korea
$71.6K +$67.8K +505 New
GI
299
GAMMA Investing
California
$68K +$31.4K +234 +92%
PS
300
Principal Securities
Iowa
$67.9K +$46.5K +346 +244%