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Middleby
MIDD

Overview Fund Activity

382 hedge funds and large institutions have $7.67B invested in Middleby in 2024 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 133 increasing their positions, 116 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
382
Holders Change
+28
Holders Change %
+7.91%
% of All Funds
5.53%
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
133
Reduced
116
Closed
42
Calls
$33.4M
Puts
$142M
Net Calls
-$108M
Net Calls Change
-$31.1M

Top Buyers

1
EARNEST Partners
EARNEST Partners
Georgia
$176M
2
Bank of America
Bank of America
North Carolina
$303M
3
AI
Ariel Investments
Illinois
$157M
4
SEI Investments
SEI Investments
Pennsylvania
$87.8M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$259M

Top Sellers

1
EIG
EdgePoint Investment Group
Ontario, Canada
$0
2
SP
Sarasin & Partners
United Kingdom
$2.28M
3
Nordea Investment Management
Nordea Investment Management
Sweden
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$317M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIFH
326
Migdal Insurance & Financial Holdings
Israel
$17K +$17K +119 New
OPTFSNA
327
Old Point Trust & Financial Services N A
Virginia
$16.7K – – –
AWM
328
Abound Wealth Management
Tennessee
$16.7K – – –
PCMC
329
Planning Capital Management Corporation
Pennsylvania
$16.7K +$16.7K +120 New
PCM
330
Peregrine Capital Management
Minnesota
$15.3K – – –
BSB
331
Bangor Savings Bank
Maine
$13.9K – – –
LC
332
Lindbrook Capital
California
$13.9K +$5.84K +42 +72%
IA
333
IFP Advisors
Florida
$13.8K -$3.48K -25 -20%
MPWT
334
MassMutual Private Wealth & Trust
Connecticut
$13.8K +$2.37K +17 +21%
SWM
335
Sugarloaf Wealth Management
Georgia
$13.4K – – –
TC
336
Trust Company
Kansas
$12.5K – – –
PGAM
337
Princeton Global Asset Management
New Jersey
$12.4K – – –
SPIA
338
Steward Partners Investment Advisory
New York
$12.4K +$2.64K +19 +27%
SIS
339
Sound Income Strategies
Florida
$12.1K +$6.26K +45 +107%
PP
340
PFS Partners
New Jersey
$11.8K – – –
IRC
341
Investors Research Corp
Georgia
$9.74K – – –
CA
342
Clearstead Advisors
Ohio
$9.18K +$9.18K +66 New
SWM
343
Spire Wealth Management
Virginia
$9.04K – – –
EWA
344
EverSource Wealth Advisors
Alabama
$8.63K – – –
SAM
345
Smartleaf Asset Management
Massachusetts
$8.36K +$5.53K +39 +195%
AAP
346
Arax Advisory Partners
Colorado
$8.07K – – –
WT
347
Whittier Trust
California
$7.1K – – –
FFWM
348
Future Financial Wealth Management
Ohio
$6.96K +$6.96K +50 New
FCA
349
FinTrust Capital Advisors
South Carolina
$6.4K – – –
Northwestern Mutual Wealth Management
350
Northwestern Mutual Wealth Management
Wisconsin
$6.4K +$557 +4 +10%
12 13
14
15 16