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Middleby

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
Name Holding Trade Value Shares
Change
Shares
Change %
WT
351
Washington Trust
Rhode Island
$5.43K +$5.43K +39 New
WTC
352
WhitTier Trust Company
Nevada
$4.73K
BIA
353
Bell Investment Advisors
California
$4.31K
VCM
354
Versant Capital Management
Arizona
$4.17K
JWA
355
JFS Wealth Advisors
Pennsylvania
$4.17K +$139 +1 +3%
FFA
356
Farther Finance Advisors
California
$3.9K +$836 +6 +27%
FMII
357
Farmers & Merchants Investments Inc
Nebraska
$3.06K
HWM
358
Hemington Wealth Management
Virginia
$3K +$3K +27 New
FAM
359
Fred Alger Management
New York
$2.64K -$4.41M -31,712 -100%
CA
360
Continuum Advisory
Idaho
$2.44K -$271 -2 -10%
MCM
361
Manchester Capital Management
Vermont
$2.23K
ZB
362
Zions Bancorporation
Utah
$2.23K -$1.67K -12 -43%
SS
363
Sunbelt Securities
Texas
$2.23K
BLC
364
Brown, Lisle/Cummings
Rhode Island
$2.09K
HNB
365
Huntington National Bank
Ohio
$2.09K +$1.67K +12 +400%
BGAI
366
Bruce G. Allen Investments
Colorado
$1.95K
GRP
367
Global Retirement Partners
California
$1.95K
VWM
368
Venturi Wealth Management
Texas
$1.67K +$1.67K +12 New
SIC
369
SJS Investment Consulting
Ohio
$1.67K +$278 +2 +20%
DPW
370
DiNuzzo Private Wealth
Pennsylvania
$1.25K -$139 -1 -10%
ATS
371
Ashton Thomas Securities
New York
$1.25K +$1.25K +9 New
NA
372
NewEdge Advisors
Louisiana
$1.11K
AW
373
Avion Wealth
Texas
$1K
GWM
374
Geneos Wealth Management
Colorado
$974 +$974 +7 New
S
375
Sachetta
Massachusetts
$557