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Middleby

350 hedge funds and large institutions have $7.71B invested in Middleby in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 111 increasing their positions, 134 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+3
Holders Change %
+0.86%
% of All Funds
5.52%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
37
Increased
111
Reduced
134
Closed
33
Calls
$40.6M
Puts
$132M
Net Calls
-$91.7M
Net Calls Change
+$14.7M
Name Holding Trade Value Shares
Change
Shares
Change %
TPCW
301
TD Private Client Wealth
New York
$23.2K
QL
302
Quarry LP
New York
$22.5K -$148 -1 -0.7%
GWSA
303
Global Wealth Strategies & Associates
Colorado
$22.2K
BAAM
304
Baker Avenue Asset Management
California
$19.5K +$17.7K +120 +1,000%
AWM
305
Abound Wealth Management
Tennessee
$17.7K
PCM
306
Peregrine Capital Management
Minnesota
$16.3K
RTC
307
Riverview Trust Company
Washington
$14.9K
BSB
308
Bangor Savings Bank
Maine
$14.8K
AFG
309
Albion Financial Group
Utah
$14.8K
TWC
310
TD Waterhouse Canada
Ontario, Canada
$14.8K +$14.8K +100 New
SWM
311
Sugarloaf Wealth Management
Georgia
$14.2K
IA
312
IFP Advisors
Florida
$13.3K +$3.1K +21 +30%
PP
313
PFS Partners
New Jersey
$12.6K
CFGS
314
Concourse Financial Group Securities
Alabama
$12.6K
EWA
315
EverSource Wealth Advisors
Alabama
$11.1K +$11.1K +75 New
S
316
SignatureFD
Georgia
$10.8K +$3.4K +23 +46%
SIC
317
Salem Investment Counselors
North Carolina
$10.3K
IRC
318
Investors Research Corp
Georgia
$10.3K
BLC
319
Brown, Lisle/Cummings
Rhode Island
$9.61K
C
320
Covestor
United Kingdom
$9K -$145 -1 -2%
SPIA
321
Steward Partners Investment Advisory
New York
$7.54K
WT
322
Whittier Trust
California
$7.54K
Amundi
323
Amundi
France
$7.08K -$4.72M -31,968 -100%
HNB
324
Huntington National Bank
Ohio
$6.8K +$6.8K +46 New
Northwestern Mutual Wealth Management
325
Northwestern Mutual Wealth Management
Wisconsin
$6.21K -$739 -5 -11%