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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
A
351
AlphaQuest
New York
$613 +$136 +1 +25%
S
352
Sachetta
Massachusetts
$542 -$1.9K -14 -78%
HNB
353
Huntington National Bank
Ohio
$368 -$3.93K -29 -91%
SFC
354
Strategic Financial Concepts
Texas
$270 +$4.95M +36,520 New
MCM
355
MV Capital Management
Maryland
$123 +$136 +1 New
TSMHT
356
Thurston Springer Miller Herd & Titak
Indiana
$122 +$136 +1 New
T. Rowe Price Investment Management
357
T. Rowe Price Investment Management
Maryland
-$45.7M -284,514 Closed
CCMG
358
Clark Capital Management Group
Pennsylvania
-$28.2M -175,505 Closed
Point72 Asset Management
359
Point72 Asset Management
Connecticut
-$26.7M -165,848 Closed
PSC
360
Portman Square Capital
United Kingdom
-$14M -102,995 Closed
VA
361
Vident Advisory
Georgia
-$13.9M -86,313 Closed
AIG
362
American International Group
New York
-$11.4M -70,952 Closed
Balyasny Asset Management
363
Balyasny Asset Management
Illinois
-$9.58M -59,581 Closed
ZP
364
Zimmer Partners
New York
-$7.8M -48,490 Closed
TPSF
365
Texas Permanent School Fund
Texas
-$7.54M -46,913 Closed
Arrowstreet Capital
366
Arrowstreet Capital
Massachusetts
-$6.4M -39,808 Closed
HI
367
HBK Investments
Texas
-$5.33M -33,148 Closed
EW
368
Evoke Wealth
California
-$3.55M -22,075 Closed
DA
369
Duality Advisers
Florida
-$3.52M -21,886 Closed
Assenagon Asset Management
370
Assenagon Asset Management
Luxembourg
-$3.51M -21,842 Closed
KCM
371
Kennedy Capital Management
Missouri
-$2.79M -17,361 Closed
MAG
372
Millrace Asset Group
Pennsylvania
-$1.69M -10,508 Closed
SO
373
STRS Ohio
Ohio
-$1.51M -9,411 Closed
HSBC Holdings
374
HSBC Holdings
United Kingdom
-$1.49M -9,236 Closed
BPIM
375
Brant Point Investment Management
New York
-$1.24M -7,713 Closed