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Middleby
MIDD

Overview Fund Activity

354 hedge funds and large institutions have $6.75B invested in Middleby in 2024 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 124 increasing their positions, 123 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
-15
Holders Change %
-4.07%
% of All Funds
5.15%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
52
Increased
124
Reduced
123
Closed
61
Calls
$42.1M
Puts
$119M
Net Calls
-$77.2M
Net Calls Change
+$42.7M

Top Buyers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
$119M
2
Select Equity Group
Select Equity Group
New York
$780M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$111M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$528M
5
RC
Rivulet Capital
New Jersey
$27M

Top Sellers

1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$58.4M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$0
3
Nordea Investment Management
Nordea Investment Management
Sweden
$111M
4
CCMG
Clark Capital Management Group
Pennsylvania
$0
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
326
Bell Investment Advisors
California
$3.8K – – –
VCM
327
Versant Capital Management
Arizona
$3.68K -$368 -3 -9%
OCM
328
Orion Capital Management
California
$3.68K – – –
JWA
329
JFS Wealth Advisors
Pennsylvania
$3.56K +$368 +3 +12%
Citadel Advisors
330
Citadel Advisors
Florida
$3.56K +$3.56K +29 New
ZB
331
Zions Bancorporation
Utah
$3.43K – – –
FMII
332
Farmers & Merchants Investments Inc
Nebraska
$2.7K -$123 -1 -4%
FFA
333
Farther Finance Advisors
California
$2.63K +$2.63K +22 New
SAM
334
Smartleaf Asset Management
Massachusetts
$2.49K – – –
CA
335
Continuum Advisory
Idaho
$2.45K -$981 -8 -29%
RFG
336
RFP Financial Group
Georgia
$2.21K – – –
PTC
337
Private Trust Company
Ohio
$1.96K – – –
SS
338
Sunbelt Securities
Texas
$1.96K – – –
MCM
339
Manchester Capital Management
Vermont
$1.96K +$981 +8 +100%
BLC
340
Brown, Lisle/Cummings
Rhode Island
$1.84K – – –
GRP
341
Global Retirement Partners
California
$1.72K -$21.8K -178 -93%
BGAI
342
Bruce G. Allen Investments
Colorado
$1.72K – – –
SIC
343
SJS Investment Consulting
Ohio
$1.23K -$123 -1 -9%
DPW
344
DiNuzzo Private Wealth
Pennsylvania
$1.23K +$368 +3 +43%
CCM
345
Chilton Capital Management
Texas
$1.1K +$1.1K +9 New
NA
346
NewEdge Advisors
Louisiana
$981 – – –
PWMG
347
Prestige Wealth Management Group
New Jersey
$859 – – –
A
348
AlphaQuest
New York
$613 +$123 +1 +25%
S
349
Sachetta
Massachusetts
$542 -$1.9K -14 -78%
HNB
350
Huntington National Bank
Ohio
$368 -$3.56K -29 -91%
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