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Middleby
MIDD

Overview Fund Activity

361 hedge funds and large institutions have $9.44B invested in Middleby in 2021 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 127 increasing their positions, 108 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
-11
Holders Change %
-2.96%
% of All Funds
6.34%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
42
Increased
127
Reduced
108
Closed
48
Calls
$20M
Puts
$31M
Net Calls
-$11M
Net Calls Change
-$27M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$59.6M
2
Goldman Sachs
Goldman Sachs
New York
$242M
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$109M
4
Victory Capital Management
Victory Capital Management
Texas
$413M
5
Citadel Advisors
Citadel Advisors
Florida
$183M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
2
Select Equity Group
Select Equity Group
New York
$101M
3
EIG
EdgePoint Investment Group
Ontario, Canada
$509M
4
Renaissance Technologies
Renaissance Technologies
New York
$0
5
SC
Shellback Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OSAM
301
O'Shaughnessy Asset Management
Connecticut
$41K +$25.8K +153 +170%
CYG
302
Clean Yield Group
Vermont
$34K – – –
CP
303
Corbenic Partners
Pennsylvania
$34K – – –
BCWM
304
Bartlett & Co Wealth Management
Ohio
$28.5K – – –
PMFA
305
Plante Moran Financial Advisors
Michigan
$28K – – –
BC
306
Bartlett & Co
Ohio
$28K – – –
PA
307
Parallel Advisors
California
$27K – – –
Lazard Asset Management
308
Lazard Asset Management
New York
$27K +$27K +163 New
NICM
309
Neo Ivy Capital Management
New York
$27K +$27K +343 New
JCM
310
Jacobi Capital Management
Pennsylvania
$25K – – –
AFG
311
Albion Financial Group
Utah
$25K – – –
QCG
312
Quadrant Capital Group
Ohio
$25K +$517 +3 +2%
MPWT
313
MassMutual Private Wealth & Trust
Connecticut
$25K +$20.1K +119 +410%
RFWA
314
RPg Family Wealth Advisory
Massachusetts
$24K – – –
SPIA
315
Steward Partners Investment Advisory
New York
$23K -$2.35K -14 -9%
BW
316
Bison Wealth
Georgia
$20K – – –
PCM
317
Peregrine Capital Management
Minnesota
$19K – – –
First Manhattan
318
First Manhattan
New York
$18K – – –
CFA
319
Cahill Financial Advisors
Minnesota
$18K +$18K +104 New
SWM
320
Sugarloaf Wealth Management
Georgia
$16K – – –
MA
321
MUFG Americas
New York
$14K +$14K +81 New
NIPH
322
NN Investment Partners Holdings
Netherlands
$14K +$14K +85 New
HNB
323
Huntington National Bank
Ohio
$13K – – –
IRC
324
Investors Research Corp
Georgia
$12K – – –
SIC
325
Salem Investment Counselors
North Carolina
$12K +$12K +70 New
11 12
13
14 15