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Middleby

332 hedge funds and large institutions have $6.73B invested in Middleby in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 94 increasing their positions, 143 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

0.94% less ownership

Funds ownership: 100.5%99.57% (-0.94%)

5% less call options, than puts

Call options by funds: $18.9M | Put options by funds: $19.9M

14% less funds holding

Funds holding: 387332 (-55)

24% less capital invested

Capital invested by funds: $8.86B → $6.73B (-$2.13B)

34% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 143

62% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 79

Holders
332
Holders Change
-55
Holders Change %
-14.21%
% of All Funds
5.59%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
30
Increased
94
Reduced
143
Closed
79
Calls
$18.9M
Puts
$19.9M
Net Calls
-$989K
Net Calls Change
-$6.93M
Name Holding Trade Value Shares
Change
Change in
Stake
DI
326
Disciplined Investments
Oklahoma
$2K +$144 +1 +9%
SC
327
Schubert & Co
Texas
$2K +$866 +6 +55%
BWM
328
Baystate Wealth Management
Massachusetts
$1K
PWMG
329
Prestige Wealth Management Group
New Jersey
$1K
SFG
330
Steward Financial Group
Texas
$1K +$1.3K +9 New
SWA
331
Sutton Wealth Advisors
Florida
$376
AAM
332
Ardevora Asset Management
United Kingdom
-$47.7M -290,866 Closed
LOAME
333
Lombard Odier Asset Management (Europe)
United Kingdom
-$14.6M -88,907 Closed
IP
334
Interval Partners
New York
-$9.61M -58,588 Closed
Qube Research & Technologies (QRT)
335
Qube Research & Technologies (QRT)
United Kingdom
-$7.87M -47,980 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
336
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$7.11M -43,380 Closed
LCG
337
Lisanti Capital Growth
New York
-$6.73M -41,046 Closed
WCF
338
West Coast Financial
California
-$5.95M -36,312 Closed
MCM
339
Moore Capital Management
New York
-$5.13M -31,259 Closed
WBC
340
Westpac Banking Corp
Australia
-$4.98M -30,350 Closed
SAM
341
Scopus Asset Management
New York
-$4.92M -30,000 Closed
CC
342
Cartenna Capital
Connecticut
-$4.1M -25,000 Closed
Canada Pension Plan Investment Board
343
Canada Pension Plan Investment Board
Ontario, Canada
-$4.08M -24,900 Closed
MF
344
Magnetar Financial
Illinois
-$3.39M -20,673 Closed
BPIM
345
Brant Point Investment Management
New York
-$3.1M -18,895 Closed
Point72 Asset Management
346
Point72 Asset Management
Connecticut
-$2.79M -17,000 Closed
TC
347
TwinBeech Capital
New York
-$2.57M -15,698 Closed
JCA
348
Jade Capital Advisors
New Jersey
-$2.54M -15,500 Closed
SSA
349
Schonfeld Strategic Advisors
New York
-$2.43M -14,800 Closed
KC
350
Kingfisher Capital
North Carolina
-$2.11M -12,876 Closed