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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
Capital World Investors
26
Capital World Investors
California
$56.3M
Balyasny Asset Management
27
Balyasny Asset Management
Illinois
$55M -$13.3M -92,403 -17%
Northern Trust
28
Northern Trust
Illinois
$53.1M -$3.97M -27,468 -6%
EVM
29
Eaton Vance Management
Massachusetts
$52.4M +$3.65M +25,307 +6%
Morgan Stanley
30
Morgan Stanley
New York
$51M +$21.2M +147,051 +57%
PAMS
31
Pictet Asset Management (Switzerland)
Switzerland
$40.4M -$1.18M -8,168 -2%
EIP
32
Epoch Investment Partners
New York
$39.1M +$13.7M +94,955 +44%
Alyeska Investment Group
33
Alyeska Investment Group
Illinois
$38.6M -$123K -853 -0.3%
Norges Bank
34
Norges Bank
Norway
$37.7M -$68.3M -472,790 -61%
Charles Schwab
35
Charles Schwab
California
$37.7M -$162K -1,121 -0.4%
CIBC Private Wealth Group
36
CIBC Private Wealth Group
Georgia
$33.5M -$77.1M -533,817 -67%
AI
37
Ariel Investments
Illinois
$30.8M +$12M +83,330 +51%
Citigroup
38
Citigroup
New York
$30.2M -$4.29M -29,689 -11%
HighTower Advisors
39
HighTower Advisors
Illinois
$27.5M +$112K +777 +0.4%
National Bank of Canada
40
National Bank of Canada
Quebec, Canada
$27.5M +$27.3M +189,438 +639%
Principal Financial Group
41
Principal Financial Group
Iowa
$26.9M -$9M -62,316 -23%
WHG
42
Westwood Holdings Group
Texas
$24.7M -$30.5M -211,373 -52%
Deutsche Bank
43
Deutsche Bank
Germany
$24.5M -$2.25M -15,607 -7%
Lazard Asset Management
44
Lazard Asset Management
New York
$24.3M +$27.9M +193,460 New
Citadel Advisors
45
Citadel Advisors
Florida
$22.4M -$93.4M -646,854 -78%
CQS
46
Credential Qtrade Securities
$20.9M +$1.22M +8,480 +5%
N
47
Natixis
France
$20.8M +$15.5M +107,388 +182%
Invesco
48
Invesco
Georgia
$20.3M -$64.3M -445,724 -73%
RP
49
Riverbridge Partners
Minnesota
$19.7M -$6.01M -41,618 -21%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$19.3M +$1.55M +10,736 +8%