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Middleby

357 hedge funds and large institutions have $6.75B invested in Middleby in 2024 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 124 increasing their positions, 123 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.42% more ownership

Funds ownership: 100.82%102.24% (+1.4%)

1% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 123

4% less funds holding

Funds holding: 372357 (-15)

15% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 62

22% less capital invested

Capital invested by funds: $8.68B → $6.75B (-$1.94B)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

65% less call options, than puts

Call options by funds: $42.1M | Put options by funds: $119M

Holders
357
Holders Change
-15
Holders Change %
-4.03%
% of All Funds
5.16%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
53
Increased
124
Reduced
123
Closed
62
Calls
$42.1M
Puts
$119M
Net Calls
-$77.2M
Net Calls Change
+$42.7M
Name Holding Trade Value Shares
Change
Change in
Stake
OPTFSNA
301
Old Point Trust & Financial Services N A
Virginia
$14.7K
PCM
302
Peregrine Capital Management
Minnesota
$13.5K
IAIM
303
International Assets Investment Management
Florida
$13.2K +$14.6K +108 New
BSB
304
Bangor Savings Bank
Maine
$12.3K
RWMG
305
Redwood Wealth Management Group
New Jersey
$12.3K +$13.6K +100 New
CI Investments Inc
306
CI Investments Inc
Ontario, Canada
$12K -$407 -3 -3%
TWC
307
TD Waterhouse Canada
Ontario, Canada
$11.9K
SWM
308
Sugarloaf Wealth Management
Georgia
$11.8K
TC
309
Trust Company
Kansas
$11K
PGAM
310
Princeton Global Asset Management
New Jersey
$10.9K +$12.1K +89 New
PP
311
PFS Partners
New Jersey
$10.4K
MPWT
312
MassMutual Private Wealth & Trust
Connecticut
$10.1K +$407 +3 +4%
Optiver Holding
313
Optiver Holding
Netherlands
$9.81K +$10.8K +80 New
PA
314
Parallel Advisors
California
$9.56K -$11K -81 -51%
IRC
315
Investors Research Corp
Georgia
$8.58K
SPIA
316
Steward Partners Investment Advisory
New York
$8.58K +$2.03K +15 +27%
EWA
317
EverSource Wealth Advisors
Alabama
$8.41K -$407 -3 -5%
C
318
Covestor
United Kingdom
$8K
SWM
319
Spire Wealth Management
Virginia
$7.97K +$2.44K +18 +38%
AAP
320
Arax Advisory Partners
Colorado
$7.11K +$7.87K +58 New
LC
321
Lindbrook Capital
California
$7.11K +$407 +3 +5%
WT
322
Whittier Trust
California
$6.25K
FCA
323
FinTrust Capital Advisors
South Carolina
$5.64K
Northwestern Mutual Wealth Management
324
Northwestern Mutual Wealth Management
Wisconsin
$5.15K
SIS
325
Sound Income Strategies
Florida
$5.15K