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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
ATS
376
Ashton Thomas Securities
New York
$1.25K +$1.21K +9 New
NA
377
NewEdge Advisors
Louisiana
$1.11K
AW
378
Avion Wealth
Texas
$1K
GWM
379
Geneos Wealth Management
Colorado
$974 +$940 +7 New
S
380
Sachetta
Massachusetts
$557
CPA
381
Capital Performance Advisors
California
$557 +$537 +4 New
CA
382
Claris Advisors
Missouri
$417 +$403 +3 New
MCM
383
MV Capital Management
Maryland
$140
FPFS
384
First Personal Financial Services
North Carolina
$140 +$134 +1 New
TSMHT
385
Thurston Springer Miller Herd & Titak
Indiana
$139
RIL
386
Rothschild Investment LLC
Illinois
$139 +$134 +1 New
IAIM
387
International Assets Investment Management
Florida
$108 +$2M +14,918 +13,813%
EIG
388
EdgePoint Investment Group
Ontario, Canada
-$239M -1,950,207 Closed
Nordea Investment Management
389
Nordea Investment Management
Sweden
-$111M -893,261 Closed
DCP
390
Distillate Capital Partners
Illinois
-$13.1M -106,697 Closed
WHG
391
Westwood Holdings Group
Texas
-$11.8M -96,482 Closed
IP
392
Interval Partners
New York
-$6.66M -54,280 Closed
Qube Research & Technologies (QRT)
393
Qube Research & Technologies (QRT)
United Kingdom
-$5.8M -47,316 Closed
BTW
394
Boston Trust Walden
Massachusetts
-$5.5M -44,866 Closed
SFC
395
Strategic Financial Concepts
Texas
-$270 -36,520 Closed
JSSH
396
J. Safra Sarasin Holding
-$4.07M -33,227 Closed
Loomis, Sayles & Company
397
Loomis, Sayles & Company
Massachusetts
-$3.05M -24,908 Closed
CCMLC
398
Cardinal Capital Management LLC (Connecticut)
Connecticut
-$2.52M -20,578 Closed
Parallax Volatility Advisers
399
Parallax Volatility Advisers
California
-$1.42M -10,600 Closed
Hudson Bay Capital Management
400
Hudson Bay Capital Management
Connecticut
-$908K -7,406 Closed