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Middleby
MIDD

Overview Fund Activity

347 hedge funds and large institutions have $8.01B invested in Middleby in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 126 increasing their positions, 107 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
347
Holders Change
+19
Holders Change %
+5.79%
% of All Funds
5.55%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
45
Increased
126
Reduced
107
Closed
23
Calls
$19.6M
Puts
$126M
Net Calls
-$106M
Net Calls Change
-$45.5M

Top Buyers

1
SP
Sarasin & Partners
United Kingdom
$476M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$64.9M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$78.1M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$40.2M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$40.8M

Top Sellers

1
BC
Brookfield Corp
Ontario, Canada
$0
2
Wellington Management Group
Wellington Management Group
Massachusetts
$469M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$320M
4
Ameriprise
Ameriprise
Minnesota
$67.2M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ZB
326
Zions Bancorporation
Utah
$4.11K -$586 -4 -13%
SC
327
Schubert & Co
Texas
$3.96K +$440 +3 +13%
EARNEST Partners
328
EARNEST Partners
Georgia
$3.96K – – –
JWA
329
JFS Wealth Advisors
Pennsylvania
$3.67K -$293 -2 -7%
FMII
330
Farmers & Merchants Investments Inc
Nebraska
$3.67K – – –
PTC
331
Private Trust Company
Ohio
$2.35K – – –
AF
332
Advisornet Financial
Minnesota
$2.05K +$293 +2 +17%
SIC
333
SJS Investment Consulting
Ohio
$1.76K -$293 -2 -14%
BAAM
334
Baker Avenue Asset Management
California
$1.76K – – –
CWC
335
Carolinas Wealth Consulting
North Carolina
$1.61K – – –
DI
336
Disciplined Investments
Oklahoma
$1.61K +$293 +2 +22%
PWMG
337
Prestige Wealth Management Group
New Jersey
$1.47K – – –
GWS
338
Glassman Wealth Services
Virginia
$733 – – –
TWA
339
TCI Wealth Advisors
Arizona
$587 +$147 +1 +33%
LC
340
Lindbrook Capital
California
$586 -$1.32K -9 -69%
BWM
341
Baystate Wealth Management
Massachusetts
$586 – – –
DCBT
342
Dakota Community Bank & Trust
North Dakota
$471 – – –
Commonwealth Equity Services
343
Commonwealth Equity Services
Massachusetts
$326 +$10 +70 +3%
TWP
344
TFO Wealth Partners
Ohio
$293 -$1.17K -8 -80%
TWD
345
True Wealth Design
Ohio
$147 – – –
TFM
346
TFC Financial Management
Massachusetts
$147 +$147 +1 New
BC
347
Brookfield Corp
Ontario, Canada
– -$276M -2,063,942 Closed
Alyeska Investment Group
348
Alyeska Investment Group
Illinois
– -$34.5M -257,960 Closed
Nomura Holdings
349
Nomura Holdings
Japan
– -$4.18M -31,203 Closed
Holocene Advisors
350
Holocene Advisors
New York
– -$3.2M -23,896 Closed
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