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Middleby
MIDD

Overview Fund Activity

328 hedge funds and large institutions have $7.12B invested in Middleby in 2022 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 93 increasing their positions, 124 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
+6
Holders Change %
+1.86%
% of All Funds
5.29%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
48
Increased
93
Reduced
124
Closed
36
Calls
$19.6M
Puts
$80.5M
Net Calls
-$60.9M
Net Calls Change
-$67.4M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$129M
2
Select Equity Group
Select Equity Group
New York
$607M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$291M
4
Citadel Advisors
Citadel Advisors
Florida
$97.6M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$351M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$29.8M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$25.3M
3
ACH
ArrowMark Colorado Holdings
Colorado
$31.9M
4
EIG
EdgePoint Investment Group
Ontario, Canada
$273M
5
EIP
Epoch Investment Partners
New York
$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
301
Orion Capital Management
California
$4.02K – – –
AF
302
Affiance Financial
Minnesota
$3.75K +$3.75K +28 New
EARNEST Partners
303
EARNEST Partners
Georgia
$3.62K – – –
JWA
304
JFS Wealth Advisors
Pennsylvania
$3.62K – – –
BIA
305
Bell Investment Advisors
California
$3.62K – – –
FMII
306
Farmers & Merchants Investments Inc
Nebraska
$3.35K – – –
SBL
307
Sargent Bickham Lagudis
Colorado
$3.35K – – –
SC
308
Schubert & Co
Texas
$3.21K -$1.47K -11 -31%
BHWM
309
Beaird Harris Wealth Management
Texas
$2.14K +$2.14K +16 New
PTC
310
Private Trust Company
Ohio
$2K -$2K -16 -50%
SIC
311
SJS Investment Consulting
Ohio
$1.88K +$536 +4 +40%
LC
312
Lindbrook Capital
California
$1.74K +$1.47K +11 +550%
AF
313
Advisornet Financial
Minnesota
$1.61K +$1.61K +12 New
BAAM
314
Baker Avenue Asset Management
California
$1.61K +$1.61K +12 New
CWC
315
Carolinas Wealth Consulting
North Carolina
$1.47K +$1.47K +11 New
PWMG
316
Prestige Wealth Management Group
New Jersey
$1.34K – – –
DI
317
Disciplined Investments
Oklahoma
$1.21K -$402 -3 -25%
DCBT
318
Dakota Community Bank & Trust
North Dakota
$1K – – –
BWM
319
Baystate Wealth Management
Massachusetts
$1K – – –
TWP
320
TFO Wealth Partners
Ohio
$703 +$703 +10 New
GWS
321
Glassman Wealth Services
Virginia
$670 -$670 -5 -50%
GRP
322
Global Retirement Partners
California
$536 – – –
SWA
323
Sutton Wealth Advisors
Florida
$402 -$268 -2 -40%
TWA
324
TCI Wealth Advisors
Arizona
$402 -$134 -1 -25%
FGAM
325
Financial Gravity Asset Management
Texas
$396 +$396 +134 New
11 12
13
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