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Middleby
MIDD

Overview Fund Activity

343 hedge funds and large institutions have $7.96B invested in Middleby in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 113 increasing their positions, 117 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
+5
Holders Change %
+1.48%
% of All Funds
5.03%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
53
Increased
113
Reduced
117
Closed
45
Calls
$33.2M
Puts
$109M
Net Calls
-$76M
Net Calls Change
-$29.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$304M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$468M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$71.1M
4
OP
Oldfield Partners
United Kingdom
$51.7M
5
Select Equity Group
Select Equity Group
New York
$729M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$155M
2
Citadel Advisors
Citadel Advisors
Florida
$3.09M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$584M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$159M
5
PSC
Portman Square Capital
United Kingdom
$6.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
326
JFS Wealth Advisors
Pennsylvania
$2.21K -$442 -3 -17%
BLC
327
Brown, Lisle/Cummings
Rhode Island
$2.21K – – –
AF
328
Advisornet Financial
Minnesota
$2.06K +$147 +1 +8%
BGAI
329
Bruce G. Allen Investments
Colorado
$2.06K +$2.06K +14 New
Allspring Global Investments
330
Allspring Global Investments
North Carolina
$1.91K +$1.91K +13 New
ODG
331
O'Dell Group
Ohio
$1.77K +$1.77K +12 New
NA
332
NewEdge Advisors
Louisiana
$1.18K +$1.18K +8 New
PWMG
333
Prestige Wealth Management Group
New Jersey
$1.03K -$442 -3 -30%
DPW
334
DiNuzzo Private Wealth
Pennsylvania
$1.03K +$1.03K +7 New
AW
335
Avion Wealth
Texas
$1K +$1K +8 New
HI
336
Harbour Investments
Wisconsin
$883 +$883 +6 New
CWC
337
Carolinas Wealth Consulting
North Carolina
$821 -$547 -4 -40%
SIC
338
SJS Investment Consulting
Ohio
$589 -$1.03K -7 -64%
BWM
339
Baystate Wealth Management
Massachusetts
$589 – – –
MCM
340
Manchester Capital Management
Vermont
$295 +$148 +1 +100%
TWP
341
TFO Wealth Partners
Ohio
$294 – – –
GWS
342
Glassman Wealth Services
Virginia
$147 -$588 -4 -80%
FCM
343
Fernbridge Capital Management
California
– -$25.5M -198,839 Closed
Amundi
344
Amundi
France
– -$17.5M -146,441 Closed
Bank of Nova Scotia
345
Bank of Nova Scotia
Ontario, Canada
– -$15.5M -121,196 Closed
Adage Capital Partners
346
Adage Capital Partners
Massachusetts
– -$9.22M -72,000 Closed
Qube Research & Technologies (QRT)
347
Qube Research & Technologies (QRT)
United Kingdom
– -$8.03M -62,753 Closed
PAMP
348
Polar Asset Management Partners
Ontario, Canada
– -$7.14M -55,800 Closed
Canada Pension Plan Investment Board
349
Canada Pension Plan Investment Board
Ontario, Canada
– -$6.87M -53,676 Closed
Holocene Advisors
350
Holocene Advisors
New York
– -$5.84M -45,614 Closed
12 13
14
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