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Middleby
MIDD

Overview Fund Activity

369 hedge funds and large institutions have $8.68B invested in Middleby in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 140 increasing their positions, 108 reducing their positions, and 24 closing their positions.

Holders
369
Holders Change
+26
Holders Change %
+7.58%
% of All Funds
5.35%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
52
Increased
140
Reduced
108
Closed
24
Calls
$29.6M
Puts
$149M
Net Calls
-$120M
Net Calls Change
-$43.9M

Top Buyers

1
Select Equity Group
1
Select Equity Group
New York
$887M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$87.8M
3
EIP
3
Epoch Investment Partners
New York
$57.4M
4
Bank of America
4
Bank of America
North Carolina
$228M
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$19.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$178M
2
Nordea Investment Management
2
Nordea Investment Management
Sweden
$198M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$9.58M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$482M
5
Ameriprise
5
Ameriprise
Minnesota
$17.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
C
326
Covestor
United Kingdom
$10K – – –
EWA
327
EverSource Wealth Advisors
Alabama
$9.03K -$2.36K -17 -21%
SPIA
328
Steward Partners Investment Advisory
New York
$8.84K +$643 +4 +8%
LC
329
Lindbrook Capital
California
$8.84K +$2.73K +17 +45%
WT
330
Whittier Trust
California
$8.2K – – –
FFWM
331
Future Financial Wealth Management
Ohio
$8.04K +$8.04K +50 New
SWM
332
Spire Wealth Management
Virginia
$7.56K – – –
FCA
333
FinTrust Capital Advisors
South Carolina
$7.4K – – –
Northwestern Mutual Wealth Management
334
Northwestern Mutual Wealth Management
Wisconsin
$6.75K – – –
SIS
335
Sound Income Strategies
Florida
$6.75K +$6.75K +42 New
First Manhattan
336
First Manhattan
New York
$6.27K – – –
PPC
337
Park Place Capital
Alabama
$5.95K +$1.93K +12 +48%
WTC
338
WhitTier Trust Company
Nevada
$5.63K +$1.61K +10 +40%
VCM
339
Versant Capital Management
Arizona
$5.31K – – –
HNB
340
Huntington National Bank
Ohio
$5.14K +$1.45K +9 +39%
BIA
341
Bell Investment Advisors
California
$4.99K – – –
OCM
342
Orion Capital Management
California
$4.82K – – –
ZB
343
Zions Bancorporation
Utah
$4.5K – – –
JWA
344
JFS Wealth Advisors
Pennsylvania
$4.18K +$1.77K +11 +73%
Mitsubishi UFJ Asset Management
345
Mitsubishi UFJ Asset Management
Japan
$4.02K – – –
AF
346
Allworth Financial
California
$3.86K +$643 +4 +20%
CA
347
Continuum Advisory
Idaho
$3.82K +$3.82K +28 New
FMII
348
Farmers & Merchants Investments Inc
Nebraska
$3.7K – – –
LFA
349
LGT Financial Advisors
Texas
$3.54K – – –
MAM
350
Meeder Asset Management
Ohio
$3.54K +$3.54K +22 New
12 13
14
15 16