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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
Two Sigma Investments
376
Two Sigma Investments
New York
-$1.07M -6,679 Closed
XT
377
XTX Topco
Cayman Islands
-$1.04M -6,449 Closed
SWS
378
SYSTM Wealth Solutions
Illinois
-$835K -5,190 Closed
AI
379
Atom Investors
Texas
-$716K -4,454 Closed
Nomura Holdings
380
Nomura Holdings
Japan
-$678K -4,217 Closed
IFU
381
iSAM Funds (UK)
United Kingdom
-$592K -3,681 Closed
BFO
382
Boston Family Office
Massachusetts
-$564K -3,506 Closed
CWM
383
Calamos Wealth Management
Illinois
-$482K -3,000 Closed
TIM
384
Timelo Investment Management
Ontario, Canada
-$482K -3,000 Closed
EGM
385
Engineers Gate Manager
New York
-$446K -2,776 Closed
PCM
386
Prelude Capital Management
New York
-$419K -2,605 Closed
OR
387
Olympiad Research
Connecticut
-$389K -2,418 Closed
RJFSA
388
Raymond James Financial Services Advisors
Florida
-$379K -2,359 Closed
CG
389
Caprock Group
Idaho
-$360K -2,241 Closed
Verition Fund Management
390
Verition Fund Management
Connecticut
-$345K -2,145 Closed
DWM
391
Dorchester Wealth Management
Quebec, Canada
-$322K -2,000 Closed
PA
392
Profund Advisors
Maryland
-$295K -1,836 Closed
PI
393
PineBridge Investments
New York
-$287K -1,785 Closed
PAS
394
Park Avenue Securities
New York
-$275K -1,712 Closed
PCM
395
Poehling Capital Management
Wisconsin
-$260K -1,616 Closed
Cambridge Investment Research Advisors
396
Cambridge Investment Research Advisors
Iowa
-$253K -1,573 Closed
PI
397
PFG Investments
New York
-$246K -1,531 Closed
NGA
398
Naples Global Advisors
Florida
-$241K -1,500 Closed
BCI
399
Brinker Capital Investments
Pennsylvania
-$239K -1,485 Closed
OPS
400
Orion Portfolio Solutions
Nebraska
-$239K -1,485 Closed