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Middleby
MIDD

Overview Fund Activity

406 hedge funds and large institutions have $8.61B invested in Middleby in 2025 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 135 increasing their positions, 130 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
+18
Holders Change %
+4.64%
% of All Funds
5.52%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
72
Increased
135
Reduced
130
Closed
48
Calls
$180M
Puts
$358M
Net Calls
-$178M
Net Calls Change
+$168M

Top Buyers

1
GIM
Garden Investment Management
Connecticut
$401M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$460M
3
Franklin Resources
Franklin Resources
California
$74.4M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$282M
5
Citadel Advisors
Citadel Advisors
Florida
$63.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$124M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$2.67M
3
Pacer Advisors
Pacer Advisors
Pennsylvania
$0
4
Wellington Management Group
Wellington Management Group
Massachusetts
$477M
5
Select Equity Group
Select Equity Group
New York
$838M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHWM
401
Bay Harbor Wealth Management
Maryland
$303 +$303 +2 New
CPG
402
Cornerstone Planning Group
New Jersey
$256 +$256 +2 New
RIL
403
Rothschild Investment LLC
Illinois
$152 – – –
MCM
404
MV Capital Management
Maryland
$152 – – –
IA
405
IFP Advisors
Florida
$152 – – –
PWA
406
Principia Wealth Advisory
Texas
$144 – – –
Pacer Advisors
407
Pacer Advisors
Pennsylvania
– -$146M -1,080,155 Closed
OP
408
Oldfield Partners
United Kingdom
– -$44M -325,093 Closed
Norges Bank
409
Norges Bank
Norway
– -$20.2M -149,053 Closed
FGP
410
Freestone Grove Partners
California
– -$6.36M -46,944 Closed
DAM
411
DLD Asset Management
New York
– -$5.38M -39,705 Closed
SSCM
412
Seven Six Capital Management
New York
– -$3.75M -27,690 Closed
RGC
413
Regents Gate Capital
United Kingdom
– -$3.59M -26,493 Closed
Two Sigma Investments
414
Two Sigma Investments
New York
– -$1.62M -11,970 Closed
N
415
Natixis
France
– -$1.43M -10,593 Closed
Connor, Clark & Lunn Investment Management (CC&L)
416
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$1.28M -9,454 Closed
CM
417
Crestline Management
Texas
– -$1.07M -7,864 Closed
Nomura Holdings
418
Nomura Holdings
Japan
– -$967K -7,138 Closed
II
419
Inspire Investing
Idaho
– -$944K -6,968 Closed
ET
420
Entropy Technologies
New York
– -$930K -6,864 Closed
FHB
421
First Hawaiian Bank
Hawaii
– -$756K -5,585 Closed
VI
422
Versor Investments
New York
– -$440K -3,248 Closed
William Blair Investment Management
423
William Blair Investment Management
Illinois
– -$407K -3,006 Closed
VCA
424
Verdence Capital Advisors
Maryland
– -$309K -2,284 Closed
GCP
425
GSA Capital Partners
United Kingdom
– -$303K -2,234 Closed
15 16
17
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