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Middleby

357 hedge funds and large institutions have $6.75B invested in Middleby in 2024 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 124 increasing their positions, 123 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.42% more ownership

Funds ownership: 100.82%102.24% (+1.4%)

1% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 123

4% less funds holding

Funds holding: 372357 (-15)

15% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 62

22% less capital invested

Capital invested by funds: $8.68B → $6.75B (-$1.94B)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

65% less call options, than puts

Call options by funds: $42.1M | Put options by funds: $119M

Holders
357
Holders Change
-15
Holders Change %
-4.03%
% of All Funds
5.16%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
53
Increased
124
Reduced
123
Closed
62
Calls
$42.1M
Puts
$119M
Net Calls
-$77.2M
Net Calls Change
+$42.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MG
326
Mather Group
Illinois
$4.66K +$1.76K +13 +81%
AWM
327
Avior Wealth Management
Nebraska
$4.29K -$108K -793 -96%
WTC
328
WhitTier Trust Company
Nevada
$4.17K -$136 -1 -3%
BIA
329
Bell Investment Advisors
California
$3.8K
VCM
330
Versant Capital Management
Arizona
$3.68K -$407 -3 -9%
OCM
331
Orion Capital Management
California
$3.68K
JWA
332
JFS Wealth Advisors
Pennsylvania
$3.56K +$407 +3 +12%
Citadel Advisors
333
Citadel Advisors
Florida
$3.56K +$3.93K +29 New
ZB
334
Zions Bancorporation
Utah
$3.43K
FMII
335
Farmers & Merchants Investments Inc
Nebraska
$2.7K -$136 -1 -4%
FFA
336
Farther Finance Advisors
California
$2.63K +$2.98K +22 New
SAM
337
Smartleaf Asset Management
Massachusetts
$2.49K
CA
338
Continuum Advisory
Idaho
$2.45K -$1.08K -8 -29%
RFG
339
RFP Financial Group
Georgia
$2.21K
PTC
340
Private Trust Company
Ohio
$1.96K
SS
341
Sunbelt Securities
Texas
$1.96K
MCM
342
Manchester Capital Management
Vermont
$1.96K +$1.08K +8 +100%
BLC
343
Brown, Lisle/Cummings
Rhode Island
$1.84K
GRP
344
Global Retirement Partners
California
$1.72K -$24.1K -178 -93%
BGAI
345
Bruce G. Allen Investments
Colorado
$1.72K
SIC
346
SJS Investment Consulting
Ohio
$1.23K -$136 -1 -9%
DPW
347
DiNuzzo Private Wealth
Pennsylvania
$1.23K +$407 +3 +43%
CCM
348
Chilton Capital Management
Texas
$1.1K +$1.22K +9 New
NA
349
NewEdge Advisors
Louisiana
$981
PWMG
350
Prestige Wealth Management Group
New Jersey
$859