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Middleby

350 hedge funds and large institutions have $7.71B invested in Middleby in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 111 increasing their positions, 134 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+3
Holders Change %
+0.86%
% of All Funds
5.52%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
37
Increased
111
Reduced
134
Closed
33
Calls
$40.6M
Puts
$132M
Net Calls
-$91.7M
Net Calls Change
+$14.7M
Name Holding Trade Value Shares
Change
Shares
Change %
First Manhattan
326
First Manhattan
New York
$5.77K -$5.91K -40 -51%
AF
327
Allworth Financial
California
$5.32K
SS
328
Sunbelt Securities
Texas
$4.58K +$4.58K +31 New
VCM
329
Versant Capital Management
Arizona
$4.44K
ZB
330
Zions Bancorporation
Utah
$4.14K
BIA
331
Bell Investment Advisors
California
$3.99K -$887 -6 -18%
EARNEST Partners
332
EARNEST Partners
Georgia
$3.99K
KFI
333
Key Financial Inc
Pennsylvania
$3.99K +$3.99K +27 New
JWA
334
JFS Wealth Advisors
Pennsylvania
$3.7K
FMII
335
Farmers & Merchants Investments Inc
Nebraska
$3.4K -$296 -2 -8%
FFA
336
Farther Finance Advisors
California
$2.66K +$2.66K +18 New
PTC
337
Private Trust Company
Ohio
$2.37K
AF
338
Advisornet Financial
Minnesota
$1.77K -$296 -2 -14%
GWS
339
Glassman Wealth Services
Virginia
$1.77K +$1.04K +7 +140%
ODG
340
O'Dell Group
Ohio
$1.77K +$1.77K +12 New
SIC
341
SJS Investment Consulting
Ohio
$1.63K -$148 -1 -8%
CWC
342
Carolinas Wealth Consulting
North Carolina
$1.6K
PWMG
343
Prestige Wealth Management Group
New Jersey
$1.48K
DI
344
Disciplined Investments
Oklahoma
$1.48K -$148 -1 -9%
BWM
345
Baystate Wealth Management
Massachusetts
$591
FGAM
346
Financial Gravity Asset Management
Texas
$413 +$413 +148 New
TWP
347
TFO Wealth Partners
Ohio
$296
TWD
348
True Wealth Design
Ohio
$148
Capital World Investors
349
Capital World Investors
California
-$65.9M -449,500 Closed
N
350
Natixis
France
-$8.61M -58,700 Closed