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Middleby

387 hedge funds and large institutions have $7.69B invested in Middleby in 2024 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 134 increasing their positions, 118 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 40

14% more capital invested

Capital invested by funds: $6.75B → $7.69B (+$946M)

14% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 118

8% more funds holding

Funds holding: 357387 (+30)

0.62% more ownership

Funds ownership: 102.24%102.86% (+0.62%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

76% less call options, than puts

Call options by funds: $33.4M | Put options by funds: $142M

Holders
387
Holders Change
+30
Holders Change %
+8.4%
% of All Funds
5.56%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
72
Increased
134
Reduced
118
Closed
40
Calls
$33.4M
Puts
$142M
Net Calls
-$108M
Net Calls Change
-$31.1M
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
326
Wolff Wiese Magana
California
$20.7K +$20K +149 New
PA
327
Parallel Advisors
California
$19.8K +$8.6K +64 +82%
NS
328
NBC Securities
Alabama
$19K
AF
329
Allworth Financial
California
$18.6K -$1.07K -8 -6%
MIFH
330
Migdal Insurance & Financial Holdings
Israel
$17K +$16K +119 New
AWM
331
Abound Wealth Management
Tennessee
$16.7K
OPTFSNA
332
Old Point Trust & Financial Services N A
Virginia
$16.7K
PCMC
333
Planning Capital Management Corporation
Pennsylvania
$16.7K +$16.1K +120 New
PCM
334
Peregrine Capital Management
Minnesota
$15.3K
BSB
335
Bangor Savings Bank
Maine
$13.9K
LC
336
Lindbrook Capital
California
$13.9K +$5.64K +42 +72%
IA
337
IFP Advisors
Florida
$13.8K -$3.36K -25 -20%
MPWT
338
MassMutual Private Wealth & Trust
Connecticut
$13.8K +$2.28K +17 +21%
SWM
339
Sugarloaf Wealth Management
Georgia
$13.4K
TC
340
Trust Company
Kansas
$12.5K
PGAM
341
Princeton Global Asset Management
New Jersey
$12.4K
SPIA
342
Steward Partners Investment Advisory
New York
$12.4K +$2.55K +19 +27%
SIS
343
Sound Income Strategies
Florida
$12.1K +$6.04K +45 +107%
PP
344
PFS Partners
New Jersey
$11.8K
IRC
345
Investors Research Corp
Georgia
$9.74K
CA
346
Clearstead Advisors
Ohio
$9.18K +$8.87K +66 New
SWM
347
Spire Wealth Management
Virginia
$9.04K
EWA
348
EverSource Wealth Advisors
Alabama
$8.63K
SAM
349
Smartleaf Asset Management
Massachusetts
$8.36K +$5.24K +39 +195%
AAP
350
Arax Advisory Partners
Colorado
$8.07K