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Middleby

332 hedge funds and large institutions have $6.73B invested in Middleby in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 94 increasing their positions, 143 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

0.94% less ownership

Funds ownership: 100.5%99.57% (-0.94%)

5% less call options, than puts

Call options by funds: $18.9M | Put options by funds: $19.9M

14% less funds holding

Funds holding: 387332 (-55)

24% less capital invested

Capital invested by funds: $8.86B → $6.73B (-$2.13B)

34% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 143

62% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 79

Holders
332
Holders Change
-55
Holders Change %
-14.21%
% of All Funds
5.59%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
30
Increased
94
Reduced
143
Closed
79
Calls
$18.9M
Puts
$19.9M
Net Calls
-$989K
Net Calls Change
-$6.93M
Name Holding Trade Value Shares
Change
Change in
Stake
NGA
376
Naples Global Advisors
Florida
-$246K -1,500 Closed
BIAS
377
Beacon Investment Advisory Services
New Jersey
-$240K -1,463 Closed
ASN
378
Advisory Services Network
Georgia
-$233K -1,423 Closed
BP
379
Ballentine Partners
Massachusetts
-$233K -1,421 Closed
RWB
380
RMR Wealth Builders
New Jersey
-$231K -1,409 Closed
Wolverine Trading
381
Wolverine Trading
Illinois
-$200K -1,382 Closed
Stifel Financial
382
Stifel Financial
Missouri
-$225K -1,377 Closed
AA
383
ALPS Advisors
Colorado
-$207K -1,262 Closed
Brown Advisory
384
Brown Advisory
Maryland
-$206K -1,258 Closed
Walleye Trading
385
Walleye Trading
New York
-$120K -833 Closed
BFC
386
Bedel Financial Consulting
Indiana
-$98K -600 Closed
QT
387
Quantbot Technologies
New York
-$89K -547 Closed
CP
388
Castleview Partners
Texas
-$74K -457 Closed
NICM
389
Neo Ivy Capital Management
New York
-$44K -268 Closed
FFA
390
Freedman Financial Associates
Massachusetts
-$29K -180 Closed
RFWA
391
RPg Family Wealth Advisory
Massachusetts
-$23.1K -141 Closed
O
392
Ossiam
France
-$22K -135 Closed
RTC
393
Riverview Trust Company
Washington
-$13K -82 Closed
MA
394
MUFG Americas
New York
-$13K -81 Closed
MCC
395
Money Concepts Capital
Florida
-$12K -74 Closed
DFCM
396
Dark Forest Capital Management
Puerto Rico
-$10K -63 Closed
SC
397
Sierra Capital
Florida
-$10K -58 Closed
FFWM
398
Future Financial Wealth Management
Ohio
-$8K -50 Closed
TFO
399
Tarbox Family Office
California
-$4K -27 Closed
FAG
400
Fortitude Advisory Group
Washington
-$4K -26 Closed