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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
WT
351
Whittier Trust
California
$7.09K
FFWM
352
Future Financial Wealth Management
Ohio
$6.96K +$6.72K +50 New
FCA
353
FinTrust Capital Advisors
South Carolina
$6.4K
Northwestern Mutual Wealth Management
354
Northwestern Mutual Wealth Management
Wisconsin
$6.4K +$537 +4 +10%
LSA
355
Leonteq Securities AG
Switzerland
$6.12K -$12.9K -96 -69%
WT
356
Washington Trust
Rhode Island
$5.43K +$5.24K +39 New
WTC
357
WhitTier Trust Company
Nevada
$4.73K
BIA
358
Bell Investment Advisors
California
$4.31K
VCM
359
Versant Capital Management
Arizona
$4.17K
JWA
360
JFS Wealth Advisors
Pennsylvania
$4.17K +$134 +1 +3%
FFA
361
Farther Finance Advisors
California
$3.9K +$806 +6 +27%
FMII
362
Farmers & Merchants Investments Inc
Nebraska
$3.06K
HWM
363
Hemington Wealth Management
Virginia
$3K +$3.63K +27 New
FAM
364
Fred Alger Management
New York
$2.64K -$4.26M -31,712 -100%
CA
365
Continuum Advisory
Idaho
$2.44K -$269 -2 -10%
MCM
366
Manchester Capital Management
Vermont
$2.23K
ZB
367
Zions Bancorporation
Utah
$2.23K -$1.61K -12 -43%
SS
368
Sunbelt Securities
Texas
$2.23K
BLC
369
Brown, Lisle/Cummings
Rhode Island
$2.09K
HNB
370
Huntington National Bank
Ohio
$2.09K +$1.61K +12 +400%
BGAI
371
Bruce G. Allen Investments
Colorado
$1.95K
GRP
372
Global Retirement Partners
California
$1.95K
VWM
373
Venturi Wealth Management
Texas
$1.67K +$1.61K +12 New
SIC
374
SJS Investment Consulting
Ohio
$1.67K +$269 +2 +20%
DPW
375
DiNuzzo Private Wealth
Pennsylvania
$1.25K -$134 -1 -10%