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Middleby

332 hedge funds and large institutions have $6.73B invested in Middleby in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 94 increasing their positions, 143 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

0.94% less ownership

Funds ownership: 100.5%99.57% (-0.94%)

5% less call options, than puts

Call options by funds: $18.9M | Put options by funds: $19.9M

14% less funds holding

Funds holding: 387332 (-55)

24% less capital invested

Capital invested by funds: $8.86B → $6.73B (-$2.13B)

34% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 143

62% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 79

Holders
332
Holders Change
-55
Holders Change %
-14.21%
% of All Funds
5.59%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
30
Increased
94
Reduced
143
Closed
79
Calls
$18.9M
Puts
$19.9M
Net Calls
-$989K
Net Calls Change
-$6.93M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
301
Salem Investment Counselors
North Carolina
$9K
DWP
302
Destiny Wealth Partners
Florida
$8K +$9.38K +65 New
VVP
303
Venture Visionary Partners
Ohio
$7.52K +$8.66K +60 New
BLC
304
Brown, Lisle/Cummings
Rhode Island
$6.27K
Allspring Global Investments
305
Allspring Global Investments
North Carolina
$6K -$78.8K -546 -92%
IAS
306
IMA Advisory Services
Colorado
$6K
WT
307
Whittier Trust
California
$6K
HNB
308
Huntington National Bank
Ohio
$6K +$3.32K +23 +82%
JWA
309
JFS Wealth Advisors
Pennsylvania
$6K +$3.61K +25 +96%
TWC
310
TD Waterhouse Canada
Ontario, Canada
$5.45K -$1.44K -10 -19%
MAM
311
Meeder Asset Management
Ohio
$5K -$1.3K -9 -17%
JWBC
312
John W. Brooker & Co
California
$5K
FRA
313
Front Row Advisors
California
$4K -$1.73K -12 -30%
HR
314
Howe & Rusling
New York
$4K
OCM
315
Orion Capital Management
California
$4K
VCM
316
Versant Capital Management
Arizona
$4K
ZB
317
Zions Bancorporation
Utah
$4K
WTA
318
Washington Trust Advisors
Massachusetts
$4K +$577 +4 +15%
BIA
319
Bell Investment Advisors
California
$4K +$4.33K +30 New
AF
320
Allworth Financial
California
$3K -$636K -4,403 -100%
EARNEST Partners
321
EARNEST Partners
Georgia
$3K
PB
322
Pinnacle Bancorp
Nebraska
$3K
SBL
323
Sargent Bickham Lagudis
Colorado
$3K
ODG
324
O'Dell Group
Ohio
$2K
SWM
325
Spire Wealth Management
Virginia
$2K