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Middleby
MIDD

Overview Fund Activity

354 hedge funds and large institutions have $6.75B invested in Middleby in 2024 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 124 increasing their positions, 123 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
-15
Holders Change %
-4.07%
% of All Funds
5.15%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
52
Increased
124
Reduced
123
Closed
61
Calls
$42.1M
Puts
$119M
Net Calls
-$77.2M
Net Calls Change
+$42.7M

Top Buyers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
$119M
2
Select Equity Group
Select Equity Group
New York
$780M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$111M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$528M
5
RC
Rivulet Capital
New Jersey
$27M

Top Sellers

1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$58.4M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$0
3
Nordea Investment Management
Nordea Investment Management
Sweden
$111M
4
CCMG
Clark Capital Management Group
Pennsylvania
$0
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BSB
301
Bangor Savings Bank
Maine
$12.3K – – –
RWMG
302
Redwood Wealth Management Group
New Jersey
$12.3K +$12.3K +100 New
CI Investments Inc
303
CI Investments Inc
Ontario, Canada
$12K -$367 -3 -3%
TWC
304
TD Waterhouse Canada
Ontario, Canada
$11.9K – – –
SWM
305
Sugarloaf Wealth Management
Georgia
$11.8K – – –
TC
306
Trust Company
Kansas
$11K – – –
PGAM
307
Princeton Global Asset Management
New Jersey
$10.9K +$10.9K +89 New
PP
308
PFS Partners
New Jersey
$10.4K – – –
MPWT
309
MassMutual Private Wealth & Trust
Connecticut
$10.1K +$368 +3 +4%
Optiver Holding
310
Optiver Holding
Netherlands
$9.81K +$9.81K +80 New
PA
311
Parallel Advisors
California
$9.56K -$9.93K -81 -51%
IRC
312
Investors Research Corp
Georgia
$8.58K – – –
SPIA
313
Steward Partners Investment Advisory
New York
$8.58K +$1.84K +15 +27%
EWA
314
EverSource Wealth Advisors
Alabama
$8.41K -$407 -3 -5%
C
315
Covestor
United Kingdom
$8K – – –
SWM
316
Spire Wealth Management
Virginia
$7.97K +$2.21K +18 +38%
AAP
317
Arax Advisory Partners
Colorado
$7.11K +$7.11K +58 New
LC
318
Lindbrook Capital
California
$7.11K +$368 +3 +5%
WT
319
Whittier Trust
California
$6.25K – – –
FCA
320
FinTrust Capital Advisors
South Carolina
$5.64K – – –
SIS
321
Sound Income Strategies
Florida
$5.15K – – –
Northwestern Mutual Wealth Management
322
Northwestern Mutual Wealth Management
Wisconsin
$5.15K – – –
MG
323
Mather Group
Illinois
$4.66K +$2.09K +13 +81%
AWM
324
Avior Wealth Management
Nebraska
$4.29K -$97.2K -793 -96%
WTC
325
WhitTier Trust Company
Nevada
$4.17K -$123 -1 -3%
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