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Middleby
MIDD

Overview Fund Activity

361 hedge funds and large institutions have $9.44B invested in Middleby in 2021 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 127 increasing their positions, 108 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
-11
Holders Change %
-2.96%
% of All Funds
6.34%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
42
Increased
127
Reduced
108
Closed
48
Calls
$20M
Puts
$31M
Net Calls
-$11M
Net Calls Change
-$27M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$59.6M
2
Goldman Sachs
Goldman Sachs
New York
$242M
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$109M
4
Victory Capital Management
Victory Capital Management
Texas
$413M
5
Citadel Advisors
Citadel Advisors
Florida
$183M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
2
Select Equity Group
Select Equity Group
New York
$101M
3
EIG
EdgePoint Investment Group
Ontario, Canada
$509M
4
Renaissance Technologies
Renaissance Technologies
New York
$0
5
SC
Shellback Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
326
Carroll Financial Associates
North Carolina
$10K – – –
EI
327
Ellevest Inc
New York
$10K +$1K +6 +11%
WT
328
Whittier Trust
California
$9K – – –
OCM
329
Orion Capital Management
California
$8K – – –
IAS
330
IMA Advisory Services
Colorado
$8K – – –
Schroder Investment Management Group
331
Schroder Investment Management Group
United Kingdom
$8K – – –
Northwestern Mutual Wealth Management
332
Northwestern Mutual Wealth Management
Wisconsin
$7K – – –
BCA
333
Berman Capital Advisors
Georgia
$7K +$1.98K +13 +39%
ZB
334
Zions Bancorporation
Utah
$6K +$171 +1 +3%
BIA
335
Bell Investment Advisors
California
$6K +$6K +35 New
TFO
336
Tarbox Family Office
California
$5K – – –
HR
337
Howe & Rusling
New York
$5K – – –
EARNEST Partners
338
EARNEST Partners
Georgia
$5K – – –
VCM
339
Versant Capital Management
Arizona
$5K – – –
MAM
340
Meeder Asset Management
Ohio
$5K +$741 +4 +17%
HI
341
Harbour Investments
Wisconsin
$5K +$1.41K +9 +39%
GAM
342
Gemmer Asset Management
California
$4K – – –
SBL
343
Sargent Bickham Lagudis
Colorado
$4K – – –
TFM
344
TFC Financial Management
Massachusetts
$4K – – –
FF
345
FourThought Financial
Florida
$4K – – –
S
346
SignatureFD
Georgia
$4K +$571 +3 +17%
GKIM
347
GW&K Investment Management
Massachusetts
$3K – – –
FPS
348
Fieldpoint Private Securities
Connecticut
$3K – – –
SWM
349
Spire Wealth Management
Virginia
$3K – – –
PWMG
350
Prestige Wealth Management Group
New Jersey
$2K – – –
12 13
14
15 16