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Middleby

331 hedge funds and large institutions have $7.67B invested in Middleby in 2020 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 87 increasing their positions, 131 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
+41
Holders Change %
+14.14%
% of All Funds
5.87%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
61
Increased
87
Reduced
131
Closed
19
Calls
$87.6M
Puts
$19.1M
Net Calls
+$68.5M
Net Calls Change
+$66.5M
Name Holding Trade Value Shares
Change
Shares
Change %
ZB
301
Zions Bancorporation
Utah
$7K -$412 -3 -6%
WT
302
Whittier Trust
California
$7K
HFS
303
Hantz Financial Services
Michigan
$6K -$1.84K -15 -23%
IAS
304
IMA Advisory Services
Colorado
$6K
OCM
305
Orion Capital Management
California
$6K +$6K +48 New
Northwestern Mutual Wealth Management
306
Northwestern Mutual Wealth Management
Wisconsin
$5K
LWA
307
Lenox Wealth Advisors
New York
$5K
HR
308
Howe & Rusling
New York
$4K
VCM
309
Versant Capital Management
Arizona
$4K
CCA
310
Childress Capital Advisors
Texas
$4K +$4K +33 New
AssetMark Inc
311
AssetMark Inc
California
$3K -$840 -7 -22%
EARNEST Partners
312
EARNEST Partners
Georgia
$3K
TFO
313
Tarbox Family Office
California
$3K
GAM
314
Gemmer Asset Management
California
$3K
SBL
315
Sargent Bickham Lagudis
Colorado
$3K
BCA
316
Berman Capital Advisors
Georgia
$3K
TFM
317
TFC Financial Management
Massachusetts
$3K
CB
318
CNB Bank
Pennsylvania
$3K +$1.5K +11 +100%
SIAG
319
Safeguard Investment Advisory Group
California
$3K +$3K +26 New
FF
320
FourThought Financial
Florida
$3K +$3K +26 New
S
321
SignatureFD
Georgia
$2K -$267 -2 -12%
PA
322
Parallel Advisors
California
$2K
GKIM
323
GW&K Investment Management
Massachusetts
$2K
MAM
324
Meeder Asset Management
Ohio
$2K
AF
325
Allworth Financial
California
$2K