MIDD icon

Middleby
MIDD

Overview Fund Activity

347 hedge funds and large institutions have $8.01B invested in Middleby in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 126 increasing their positions, 107 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
347
Holders Change
+19
Holders Change %
+5.79%
% of All Funds
5.55%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
45
Increased
126
Reduced
107
Closed
23
Calls
$19.6M
Puts
$126M
Net Calls
-$106M
Net Calls Change
-$45.5M

Top Buyers

1
SP
Sarasin & Partners
United Kingdom
$476M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$64.9M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$78.1M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$40.2M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$40.8M

Top Sellers

1
BC
Brookfield Corp
Ontario, Canada
$0
2
Wellington Management Group
Wellington Management Group
Massachusetts
$469M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$320M
4
Ameriprise
Ameriprise
Minnesota
$67.2M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GWSA
301
Global Wealth Strategies & Associates
Colorado
$22K – – –
AWM
302
Abound Wealth Management
Tennessee
$17.6K – – –
PCM
303
Peregrine Capital Management
Minnesota
$16.1K – – –
RTC
304
Riverview Trust Company
Washington
$14.8K – – –
BSB
305
Bangor Savings Bank
Maine
$14.7K – – –
AFG
306
Albion Financial Group
Utah
$14.7K – – –
MFT
307
Moisand Fitzgerald Tamayo
Florida
$14.7K +$14.7K +100 New
SWM
308
Sugarloaf Wealth Management
Georgia
$14.1K – – –
PP
309
PFS Partners
New Jersey
$12.5K – – –
CFGS
310
Concourse Financial Group Securities
Alabama
$12.5K +$12.5K +85 New
First Manhattan
311
First Manhattan
New York
$11.6K – – –
SIC
312
Salem Investment Counselors
North Carolina
$10.3K – – –
IRC
313
Investors Research Corp
Georgia
$10.3K – – –
BLC
314
Brown, Lisle/Cummings
Rhode Island
$9.53K – – –
C
315
Covestor
United Kingdom
$9K – – –
SPIA
316
Steward Partners Investment Advisory
New York
$7.48K – – –
WT
317
Whittier Trust
California
$7.48K – – –
S
318
SignatureFD
Georgia
$7.33K +$440 +3 +6%
Northwestern Mutual Wealth Management
319
Northwestern Mutual Wealth Management
Wisconsin
$6.89K +$733 +5 +12%
IA
320
IFP Advisors
Florida
$6.87K -$23.7K -238 -78%
WTA
321
Washington Trust Advisors
Massachusetts
$5.57K – – –
AF
322
Allworth Financial
California
$5.28K – – –
BIA
323
Bell Investment Advisors
California
$4.84K +$880 +6 +22%
VCM
324
Versant Capital Management
Arizona
$4.4K – – –
OCM
325
Orion Capital Management
California
$4.4K – – –
11 12
13
14 15