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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 %
SAM
351
Smartleaf Asset Management
Massachusetts
$3.19K +$3.03K +19 +1,900%
RFG
352
RFP Financial Group
Georgia
$2.89K – – –
S
353
Sachetta
Massachusetts
$2.65K – – –
SS
354
Sunbelt Securities
Texas
$2.57K -$3.22K -20 -56%
PTC
355
Private Trust Company
Ohio
$2.57K – – –
BLC
356
Brown, Lisle/Cummings
Rhode Island
$2.41K – – –
MG
357
Mather Group
Illinois
$2.36K +$2.36K +16 New
BGAI
358
Bruce G. Allen Investments
Colorado
$2.25K – – –
AW
359
Avion Wealth
Texas
$2K – – –
SIC
360
SJS Investment Consulting
Ohio
$1.77K +$1.13K +7 +175%
MCM
361
Manchester Capital Management
Vermont
$1.29K +$965 +6 +300%
NA
362
NewEdge Advisors
Louisiana
$1.29K – – –
PWMG
363
Prestige Wealth Management Group
New Jersey
$1.13K – – –
DPW
364
DiNuzzo Private Wealth
Pennsylvania
$1.13K – – –
AF
365
Advisornet Financial
Minnesota
$804 -$1.45K -9 -64%
A
366
AlphaQuest
New York
$643 +$643 +4 New
FGAM
367
Financial Gravity Asset Management
Texas
$486 +$486 +3 New
HI
368
Harbour Investments
Wisconsin
$322 -$644 -4 -67%
TWP
369
TFO Wealth Partners
Ohio
$322 – – –
Citadel Advisors
370
Citadel Advisors
Florida
– -$3.09M -21,008 Closed
JCA
371
Jade Capital Advisors
New Jersey
– -$2.94M -20,000 Closed
DKCM
372
Davidson Kempner Capital Management
New York
– -$2.94M -20,000 Closed
FFH
373
Fairfax Financial Holdings
Ontario, Canada
– -$2.13M -14,500 Closed
ACM
374
Aquatic Capital Management
Illinois
– -$1.72M -11,700 Closed
Twin Tree Management
375
Twin Tree Management
Texas
– -$1.37M -9,335 Closed
12 13 14
15
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