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Middleby
MIDD

Overview Fund Activity

338 hedge funds and large institutions have $6.78B invested in Middleby in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 111 increasing their positions, 121 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
-12
Holders Change %
-3.43%
% of All Funds
5.39%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
40
Increased
111
Reduced
121
Closed
50
Calls
$14.5M
Puts
$61.4M
Net Calls
-$46.9M
Net Calls Change
+$44.8M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$540M
2
AllianceBernstein
AllianceBernstein
Tennessee
$214M
3
Citadel Advisors
Citadel Advisors
Florida
$43.4M
4
ACH
ArrowMark Colorado Holdings
Colorado
$60.8M
5
TCAM
Turtle Creek Asset Management
Ontario, Canada
$193M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
$594M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$289M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$9.76M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$995K
5
Two Sigma Investments
Two Sigma Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
C
301
Covestor
United Kingdom
$8K – – –
SPIA
302
Steward Partners Investment Advisory
New York
$6.53K – – –
WT
303
Whittier Trust
California
$6.53K – – –
AF
304
Allworth Financial
California
$6.27K +$1.66K +13 +36%
SWM
305
Spire Wealth Management
Virginia
$6.14K -$22.3K -174 -78%
HNB
306
Huntington National Bank
Ohio
$5.89K – – –
Northwestern Mutual Wealth Management
307
Northwestern Mutual Wealth Management
Wisconsin
$5.38K – – –
First Manhattan
308
First Manhattan
New York
$4.99K – – –
AssetMark Inc
309
AssetMark Inc
California
$4.61K +$4.61K +36 New
WTC
310
WhitTier Trust Company
Nevada
$4.35K +$4.35K +34 New
SS
311
Sunbelt Securities
Texas
$3.97K – – –
BIA
312
Bell Investment Advisors
California
$3.97K +$512 +4 +15%
VCM
313
Versant Capital Management
Arizona
$3.84K – – –
OCM
314
Orion Capital Management
California
$3.84K +$3.84K +30 New
ZB
315
Zions Bancorporation
Utah
$3.58K – – –
EARNEST Partners
316
EARNEST Partners
Georgia
$3.46K – – –
Mitsubishi UFJ Asset Management
317
Mitsubishi UFJ Asset Management
Japan
$3.2K +$3.2K +25 New
CA
318
Clearstead Advisors
Ohio
$3.07K +$3.07K +24 New
FMII
319
Farmers & Merchants Investments Inc
Nebraska
$2.94K – – –
LFA
320
LGT Financial Advisors
Texas
$2.82K +$2.82K +22 New
TFA
321
Toth Financial Advisory
Virginia
$2.82K +$2.82K +22 New
JWA
322
JFS Wealth Advisors
Pennsylvania
$2.3K -$896 -7 -28%
PTC
323
Private Trust Company
Ohio
$2.05K – – –
SFG
324
Steward Financial Group
Texas
$2K +$2K +23 New
BLC
325
Brown, Lisle/Cummings
Rhode Island
$1.92K -$6.4K -50 -77%
11 12
13
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