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Middleby
MIDD

Overview Fund Activity

369 hedge funds and large institutions have $8.68B invested in Middleby in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 140 increasing their positions, 108 reducing their positions, and 24 closing their positions.

Holders
369
Holders Change
+26
Holders Change %
+7.58%
% of All Funds
5.35%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
52
Increased
140
Reduced
108
Closed
24
Calls
$29.6M
Puts
$149M
Net Calls
-$120M
Net Calls Change
-$43.9M

Top Buyers

1
Select Equity Group
1
Select Equity Group
New York
$887M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$87.8M
3
EIP
3
Epoch Investment Partners
New York
$57.4M
4
Bank of America
4
Bank of America
North Carolina
$228M
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$19.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$178M
2
Nordea Investment Management
2
Nordea Investment Management
Sweden
$198M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$9.58M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$482M
5
Ameriprise
5
Ameriprise
Minnesota
$17.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CYG
301
Clean Yield Group
Vermont
$32.2K – – –
GRP
302
Global Retirement Partners
California
$30.9K -$1.29K -8 -4%
DFA
303
DHJJ Financial Advisors
Illinois
$28.5K – – –
Allspring Global Investments
304
Allspring Global Investments
North Carolina
$28.1K +$26K +162 +1,246%
BCWM
305
Bartlett & Co Wealth Management
Ohio
$26.9K – – –
PMFA
306
Plante Moran Financial Advisors
Michigan
$26.5K – – –
PA
307
Parallel Advisors
California
$25.6K -$7.24K -45 -22%
RA
308
Rise Advisors
New York
$24.6K +$24.6K +153 New
NS
309
NBC Securities
Alabama
$22K – – –
GI
310
GAMMA Investing
California
$20.7K +$9.49K +59 +84%
UB
311
UMB Bank
Missouri
$19.9K -$31.5K -196 -61%
AWM
312
Abound Wealth Management
Tennessee
$19.3K – – –
OPTFSNA
313
Old Point Trust & Financial Services N A
Virginia
$19.3K +$19.3K +120 New
IA
314
IFP Advisors
Florida
$19K +$4.18K +26 +28%
PCM
315
Peregrine Capital Management
Minnesota
$17.7K – – –
BSB
316
Bangor Savings Bank
Maine
$16.1K – – –
CI Investments Inc
317
CI Investments Inc
Ontario, Canada
$16K +$3.17K +20 +25%
QL
318
Quarry LP
New York
$15.9K -$9.81K -61 -38%
TWC
319
TD Waterhouse Canada
Ontario, Canada
$15.5K – – –
SWM
320
Sugarloaf Wealth Management
Georgia
$15.4K – – –
TC
321
Trust Company
Kansas
$14.5K +$14.5K +90 New
PP
322
PFS Partners
New Jersey
$13.7K – – –
MPWT
323
MassMutual Private Wealth & Trust
Connecticut
$12.7K +$482 +3 +4%
IRC
324
Investors Research Corp
Georgia
$11.3K – – –
RFS
325
Richardson Financial Services
Massachusetts
$10.5K -$482 -3 -4%
11 12
13
14 15