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Middleby

357 hedge funds and large institutions have $7.39B invested in Middleby in 2018 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 109 increasing their positions, 143 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
-8
Holders Change %
-2.19%
% of All Funds
8.19%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
38
Increased
109
Reduced
143
Closed
42
Calls
$20.7M
Puts
$25.1M
Net Calls
-$4.4M
Net Calls Change
-$40.8M
Name Holding Trade Value Shares
Change
Shares
Change %
CBOA
326
Commonwealth Bank of Australia
Australia
$12K
BFEC
327
Benjamin F. Edwards & Company
Missouri
$12K
Carson Wealth (CWM LLC)
328
Carson Wealth (CWM LLC)
Nebraska
$10K -$2.44K -19 -20%
BAM
329
Bruderman Asset Management
New York
$10K +$10K +80 New
WAP
330
Wealthcare Advisory Partners
Pennsylvania
$9K
AC
331
Avestar Capital
New York
$9K +$1.26K +13 +16%
LF
332
Lee Financial
Texas
$8K
CFA
333
Carroll Financial Associates
North Carolina
$8K
LWA
334
Lenox Wealth Advisors
New York
$8K +$8K +62 New
VCM
335
Versant Capital Management
Arizona
$7K -$1.09K -10 -14%
TWA
336
TCI Wealth Advisors
Arizona
$7K
GWM
337
Geneos Wealth Management
Colorado
$7K
FANJ
338
Financial Architects (New Jersey)
New Jersey
$7K +$2.25K +17 +47%
JA
339
JOYN Advisors
Georgia
$7K +$7K +58 New
EWM
340
Endurance Wealth Management
Rhode Island
$6K -$60K -500 -91%
SBL
341
Sargent Bickham Lagudis
Colorado
$6K
CJA
342
C-J Advisory
California
$6K
S
343
SignatureFD
Georgia
$6K +$6K +46 New
FRA
344
Front Row Advisors
California
$4K +$4K +30 New
QCG
345
Quadrant Capital Group
Ohio
$3K
EARNEST Partners
346
EARNEST Partners
Georgia
$3K
ACS
347
Archford Capital Strategies
Illinois
$3K +$3K +19 New
CCM
348
Cribstone Capital Management
Maine
$3K +$3K +23 New
JCM
349
Jacobi Capital Management
Pennsylvania
$2K -$667 -5 -25%
KF
350
Krilogy Financial
Missouri
$2K