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Middleby

415 hedge funds and large institutions have $6.35B invested in Middleby in 2026 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 148 increasing their positions, 127 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more call options, than puts

Call options by funds: $6.58M | Put options by funds: $4.12M

24% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 55

17% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 127

1% more funds holding

Funds holding: 410415 (+5)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.1% less ownership

Funds ownership: 101.9%101.8% (-0.1%)

17% less capital invested

Capital invested by funds: $7.63B → $6.35B (-$1.28B)

Holders
415
Holders Change
+5
Holders Change %
+1.22%
% of All Funds
5.11%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
68
Increased
148
Reduced
127
Closed
55
Calls
$6.58M
Puts
$4.12M
Net Calls
+$2.46M
Net Calls Change
-$13.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$55.3M +$1.69M +11,157 +3%
UBS Group
27
UBS Group
Switzerland
$54.8M +$29.5M +194,562 +89%
Franklin Resources
28
Franklin Resources
California
$54M -$21.5M -142,070 -26%
Boston Partners
29
Boston Partners
Massachusetts
$47.7M -$544K -3,591 -1%
Charles Schwab
30
Charles Schwab
California
$44.9M +$2.13M +14,076 +4%
Neuberger Berman Group
31
Neuberger Berman Group
New York
$42.1M +$16.4M +107,997 +51%
CCP
32
Clarkston Capital Partners
Michigan
$38.4M -$75.7M -499,293 -63%
QCM
33
Quantinno Capital Management
New York
$38.2M +$11.8M +77,709 +37%
VFT
34
Vanguard Fiduciary Trust
Pennsylvania
$38.2M +$43.6M +287,771 New
AQR Capital Management
35
AQR Capital Management
Connecticut
$38M +$17M +112,189 +62%
Russell Investments Group
36
Russell Investments Group
United Kingdom
$30.7M +$10.8M +71,521 +45%
Jane Street
37
Jane Street
New York
$28.7M +$26.4M +173,935 +408%
Renaissance Technologies
38
Renaissance Technologies
New York
$27.2M +$29.3M +193,000 +1,573%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$23.4M -$281K -1,851 -1%
Marshall Wace
40
Marshall Wace
United Kingdom
$21.9M -$6.06M -39,942 -19%
Lazard Asset Management
41
Lazard Asset Management
New York
$19.6M -$2.35M -15,467 -9%
Jones Financial Companies
42
Jones Financial Companies
Missouri
$19.4M +$22.7M +149,730 +12,426%
Natixis Advisors
43
Natixis Advisors
Massachusetts
$19.3M +$139K +916 +0.6%
Lord, Abbett & Co
44
Lord, Abbett & Co
New Jersey
$19.1M -$462K -3,050 -2%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$16.8M +$157K +1,033 +0.8%
AA
46
Ancora Advisors
Ohio
$16.8M +$4.72M +31,159 +33%
Wells Fargo
47
Wells Fargo
California
$16.6M +$1.12M +7,399 +6%
UBS AM
48
UBS AM
Illinois
$16.4M -$479K -3,156 -2%
Impax Asset Management Group
49
Impax Asset Management Group
United Kingdom
$14M -$4.21M -27,776 -21%
Principal Financial Group
50
Principal Financial Group
Iowa
$13.7M +$576K +3,801 +4%