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Middleby
MIDD

Overview Fund Activity

343 hedge funds and large institutions have $7.96B invested in Middleby in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 113 increasing their positions, 117 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
+5
Holders Change %
+1.48%
% of All Funds
5.03%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
53
Increased
113
Reduced
117
Closed
45
Calls
$33.2M
Puts
$109M
Net Calls
-$76M
Net Calls Change
-$29.1M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$304M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$468M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$71.1M
4
OP
4
Oldfield Partners
United Kingdom
$51.7M
5
Select Equity Group
5
Select Equity Group
New York
$729M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$155M
2
Citadel Advisors
2
Citadel Advisors
Florida
$3.09M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$584M
4
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$159M
5
PSC
5
Portman Square Capital
United Kingdom
$6.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
26
Northern Trust
Illinois
$56.7M -$1.32M -8,970 -2%
OP
27
Oldfield Partners
United Kingdom
$51.7M +$51.7M +351,539 New
Charles Schwab
28
Charles Schwab
California
$48.6M +$1.18M +8,018 +2%
AI
29
Ariel Investments
Illinois
$43.8M +$503K +3,421 +1%
Point72 Asset Management
30
Point72 Asset Management
Connecticut
$43.2M +$19.1M +129,678 +79%
Deutsche Bank
31
Deutsche Bank
Germany
$40.4M +$5.23M +35,567 +15%
Lazard Asset Management
32
Lazard Asset Management
New York
$40.3M -$333K -2,263 -0.8%
CQS
33
Credential Qtrade Securities
$39.9M +$1.08M +7,317 +3%
Ameriprise
34
Ameriprise
Minnesota
$39.8M -$963K -6,542 -2%
HighTower Advisors
35
HighTower Advisors
Illinois
$37.1M +$1.39M +9,472 +4%
Manulife (Manufacturers Life Insurance)
36
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$34.5M +$2.13M +14,495 +7%
T. Rowe Price Investment Management
37
T. Rowe Price Investment Management
Maryland
$34.4M +$8.89M +60,401 +35%
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$30M -$9.14M -62,088 -23%
Principal Financial Group
39
Principal Financial Group
Iowa
$29M -$138K -941 -0.5%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$27.1M -$739K -5,022 -3%
CCMG
41
Clark Capital Management Group
Pennsylvania
$25.5M -$5.92M -40,217 -19%
Impax Asset Management Group
42
Impax Asset Management Group
United Kingdom
$24.3M -$2.71M -18,434 -10%
Loomis, Sayles & Company
43
Loomis, Sayles & Company
Massachusetts
$23.5M +$1.26M +8,539 +6%
DMIC
44
Dixon Mitchell Investment Counsel
British Columbia, Canada
$22.6M +$7.84M +53,248 +53%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$22.6M -$688K -4,677 -3%
Citigroup
46
Citigroup
New York
$21.9M -$7.14M -48,506 -25%
First Trust Advisors
47
First Trust Advisors
Illinois
$21.1M +$5.6M +38,064 +36%
Squarepoint
48
Squarepoint
New York
$20.6M -$5.47M -37,148 -21%
Nuveen Asset Management
49
Nuveen Asset Management
Illinois
$19.1M +$2.85M +19,343 +18%
Millennium Management
50
Millennium Management
New York
$18.6M -$3.35M -22,737 -15%
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