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Middleby
MIDD

Overview Fund Activity

343 hedge funds and large institutions have $7.96B invested in Middleby in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 113 increasing their positions, 117 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
+5
Holders Change %
+1.48%
% of All Funds
5.03%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
53
Increased
113
Reduced
117
Closed
45
Calls
$33.2M
Puts
$109M
Net Calls
-$76M
Net Calls Change
-$29.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$304M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$468M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$71.1M
4
OP
Oldfield Partners
United Kingdom
$51.7M
5
Select Equity Group
Select Equity Group
New York
$729M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$155M
2
Citadel Advisors
Citadel Advisors
Florida
$3.09M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$584M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$159M
5
PSC
Portman Square Capital
United Kingdom
$6.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
301
GAMMA Investing
California
$9.88K +$9.88K +70 New
C
302
Covestor
United Kingdom
$9K – – –
SPIA
303
Steward Partners Investment Advisory
New York
$7.51K – – –
WT
304
Whittier Trust
California
$7.51K – – –
CA
305
Crewe Advisors
Utah
$7.36K +$7.36K +50 New
FCA
306
FinTrust Capital Advisors
South Carolina
$6.77K +$6.77K +46 New
SWM
307
Spire Wealth Management
Virginia
$6.66K -$142 -1 -2%
Northwestern Mutual Wealth Management
308
Northwestern Mutual Wealth Management
Wisconsin
$6.18K – – –
First Manhattan
309
First Manhattan
New York
$5.74K – – –
LC
310
Lindbrook Capital
California
$5.59K +$3.68K +25 +192%
SS
311
Sunbelt Securities
Texas
$5.3K +$736 +5 +16%
VCM
312
Versant Capital Management
Arizona
$4.86K +$442 +3 +10%
BIA
313
Bell Investment Advisors
California
$4.56K – – –
OCM
314
Orion Capital Management
California
$4.42K – – –
ZB
315
Zions Bancorporation
Utah
$4.12K – – –
WTC
316
WhitTier Trust Company
Nevada
$3.68K -$1.32K -9 -26%
PPC
317
Park Place Capital
Alabama
$3.68K +$3.68K +25 New
Mitsubishi UFJ Asset Management
318
Mitsubishi UFJ Asset Management
Japan
$3.5K – – –
HNB
319
Huntington National Bank
Ohio
$3.39K -$3.39K -23 -50%
FMII
320
Farmers & Merchants Investments Inc
Nebraska
$3.39K – – –
LFA
321
LGT Financial Advisors
Texas
$3.24K – – –
AF
322
Allworth Financial
California
$2.94K -$4.27K -29 -59%
S
323
Sachetta
Massachusetts
$2.65K +$2.65K +18 New
RFG
324
RFP Financial Group
Georgia
$2.65K +$2.65K +18 New
PTC
325
Private Trust Company
Ohio
$2.36K – – –
11 12
13
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