MIDD icon

Middleby
MIDD

Overview Fund Activity

388 hedge funds and large institutions have $7.96B invested in Middleby in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 119 increasing their positions, 140 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+6
Holders Change %
+1.57%
% of All Funds
5.17%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.09%
New
60
Increased
119
Reduced
140
Closed
47
Calls
$49.5M
Puts
$396M
Net Calls
-$346M
Net Calls Change
-$238M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$322M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$172M
3
CCP
Clarkston Capital Partners
Michigan
$91.9M
4
UBS Group
UBS Group
Switzerland
$94.8M
5
Ameriprise
Ameriprise
Minnesota
$49.6M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$197M
2
Principal Financial Group
Principal Financial Group
Iowa
$16.7M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$522K
4
PAM
PineStone Asset Management
Quebec, Canada
$3.38M
5
Select Equity Group
Select Equity Group
New York
$852M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
351
Hemington Wealth Management
Virginia
$5K +$1.79K +15 +56%
JWA
352
JFS Wealth Advisors
Pennsylvania
$4.88K +$813 +6 +20%
VWM
353
Venturi Wealth Management
Texas
$4.61K +$2.98K +22 +183%
WTC
354
WhitTier Trust Company
Nevada
$4.61K – – –
BIA
355
Bell Investment Advisors
California
$4.2K – – –
HNW
356
High Note Wealth
Minnesota
$4.2K +$4.2K +31 New
VCM
357
Versant Capital Management
Arizona
$4.06K – – –
OCM
358
Orion Capital Management
California
$4.06K +$4.06K +30 New
HNB
359
Huntington National Bank
Ohio
$3.66K +$1.63K +12 +80%
FFA
360
Farther Finance Advisors
California
$3.39K -$406 -3 -11%
RWS
361
Retirement Wealth Solutions
Wisconsin
$3.23K +$3.23K +24 New
LFA
362
LGT Financial Advisors
Texas
$2.98K -$21K -155 -88%
FMII
363
Farmers & Merchants Investments Inc
Nebraska
$2.98K – – –
MCM
364
MAI Capital Management
Ohio
$2.44K +$2.44K +18 New
CA
365
Continuum Advisory
Idaho
$2.44K – – –
CT
366
Colonial Trust
South Carolina
$2.44K +$2.44K +18 New
MCM
367
Manchester Capital Management
Vermont
$2.17K – – –
ZB
368
Zions Bancorporation
Utah
$2.17K – – –
WA
369
WPG Advisers
Maryland
$2.17K +$2.17K +16 New
BF
370
BOK Financial
Oklahoma
$2.15K +$2.15K +16 New
BLC
371
Brown, Lisle/Cummings
Rhode Island
$2.03K – – –
BGAI
372
Bruce G. Allen Investments
Colorado
$1.9K – – –
GRP
373
Global Retirement Partners
California
$1.9K – – –
DPW
374
DiNuzzo Private Wealth
Pennsylvania
$1.63K +$407 +3 +33%
PB
375
Pinnacle Bancorp
Nebraska
$1.63K +$1.63K +12 New
13 14
15
16 17