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Middleby

387 hedge funds and large institutions have $7.69B invested in Middleby in 2024 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 134 increasing their positions, 118 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 40

14% more capital invested

Capital invested by funds: $6.75B → $7.69B (+$946M)

14% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 118

8% more funds holding

Funds holding: 357387 (+30)

0.62% more ownership

Funds ownership: 102.24%102.86% (+0.62%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

76% less call options, than puts

Call options by funds: $33.4M | Put options by funds: $142M

Holders
387
Holders Change
+30
Holders Change %
+8.4%
% of All Funds
5.56%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
72
Increased
134
Reduced
118
Closed
40
Calls
$33.4M
Puts
$142M
Net Calls
-$108M
Net Calls Change
-$31.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
301
Crewe Advisors
Utah
$57K +$6.72K +50 +14%
TWC
302
TD Waterhouse Canada
Ontario, Canada
$46.4K +$31.7K +236 +236%
FHA
303
First Horizon Advisors
Tennessee
$45.2K -$9.67K -72 -18%
AWM
304
Avior Wealth Management
Nebraska
$44.8K +$38.5K +287 +820%
Nomura Asset Management
305
Nomura Asset Management
Japan
$44.5K
EC
306
Elequin Capital
New York
$42.9K +$41.4K +308 New
S
307
SignatureFD
Georgia
$40.9K -$30.1K -224 -43%
CB
308
CNB Bank
Pennsylvania
$39.4K -$30.5K -227 -45%
UB
309
UMB Bank
Missouri
$39.2K +$18.3K +136 +93%
Allspring Global Investments
310
Allspring Global Investments
North Carolina
$36.9K +$9.27K +69 +35%
C
311
Covestor
United Kingdom
$35K +$25.5K +190 +306%
Mirae Asset Global ETFs Holdings
312
Mirae Asset Global ETFs Holdings
Hong Kong
$28.5K +$27.5K +205 New
Jones Financial Companies
313
Jones Financial Companies
Missouri
$27.9K +$26.5K +197 New
CYG
314
Clean Yield Group
Vermont
$27.8K
QL
315
Quarry LP
New York
$27.5K -$4.43K -33 -14%
CAS
316
Coppell Advisory Solutions
Texas
$26.8K +$25.4K +189 New
Optiver Holding
317
Optiver Holding
Netherlands
$25.3K +$13.7K +102 +128%
CT
318
Caldwell Trust
Florida
$25.2K
DFA
319
DHJJ Financial Advisors
Illinois
$24.6K
LFA
320
LGT Financial Advisors
Texas
$24.6K
BCWM
321
Bartlett & Co Wealth Management
Ohio
$23.2K
CI Investments Inc
322
CI Investments Inc
Ontario, Canada
$23K +$9.27K +69 +70%
PMFA
323
Plante Moran Financial Advisors
Michigan
$23K
Mitsubishi UFJ Asset Management
324
Mitsubishi UFJ Asset Management
Japan
$21.7K
RA
325
Rise Advisors
New York
$21.3K