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Middleby

372 hedge funds and large institutions have $9.76B invested in Middleby in 2021 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 117 increasing their positions, 110 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
372
Holders Change
+20
Holders Change %
+5.68%
% of All Funds
6.49%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
62
Increased
117
Reduced
110
Closed
40
Calls
$30.8M
Puts
$14.8M
Net Calls
+$16M
Net Calls Change
+$11.9M
Name Holding Trade Value Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
301
CAPTRUST Financial Advisors
North Carolina
$83K +$19.6K +113 +31%
PCG
302
Private Capital Group
Connecticut
$73K -$5.39K -31 -7%
Daiwa Securities Group
303
Daiwa Securities Group
Japan
$58K -$17.1K -98 -23%
Acadian Asset Management
304
Acadian Asset Management
Massachusetts
$55K
BFEC
305
Benjamin F. Edwards & Company
Missouri
$53K
SIM
306
Sonora Investment Management
Arizona
$52K
HFM
307
Harvest Fund Management
China
$48K
TSW
308
Thompson Siegel & Walmsley
Virginia
$47K
Fifth Third Bancorp
309
Fifth Third Bancorp
Ohio
$47K +$4.29K +25 +10%
CFGS
310
Concourse Financial Group Securities
Alabama
$44K +$8.97K +52 +26%
FHC
311
First Horizon Corporation
Tennessee
$44K +$42.5K +250 +2,778%
CP
312
Corbenic Partners
Pennsylvania
$35K
CYG
313
Clean Yield Group
Vermont
$35K +$35K +200 New
Carson Wealth (CWM LLC)
314
Carson Wealth (CWM LLC)
Nebraska
$34K
CP
315
Castleview Partners
Texas
$30K +$30K +176 New
PMFA
316
Plante Moran Financial Advisors
Michigan
$29K
BC
317
Bartlett & Co
Ohio
$29K
BCWM
318
Bartlett & Co Wealth Management
Ohio
$28.9K
PA
319
Parallel Advisors
California
$28K +$21K +120 +300%
SPIA
320
Steward Partners Investment Advisory
New York
$26K +$17K +99 +190%
JCM
321
Jacobi Capital Management
Pennsylvania
$25K -$3.45K -20 -12%
QCG
322
Quadrant Capital Group
Ohio
$25K
AFG
323
Albion Financial Group
Utah
$25K +$25K +145 New
RFWA
324
RPg Family Wealth Advisory
Massachusetts
$24.4K +$24.4K +141 New
BW
325
Bison Wealth
Georgia
$20K