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Middleby

357 hedge funds and large institutions have $6.75B invested in Middleby in 2024 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 124 increasing their positions, 123 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.42% more ownership

Funds ownership: 100.82%102.24% (+1.4%)

1% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 123

4% less funds holding

Funds holding: 372357 (-15)

15% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 62

22% less capital invested

Capital invested by funds: $8.68B → $6.75B (-$1.94B)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

65% less call options, than puts

Call options by funds: $42.1M | Put options by funds: $119M

Holders
357
Holders Change
-15
Holders Change %
-4.03%
% of All Funds
5.16%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
53
Increased
124
Reduced
123
Closed
62
Calls
$42.1M
Puts
$119M
Net Calls
-$77.2M
Net Calls Change
+$42.7M
Name Holding Trade Value Shares
Change
Change in
Stake
ACH
26
ArrowMark Colorado Holdings
Colorado
$56.1M +$7.29M +53,759 +13%
Boston Partners
27
Boston Partners
Massachusetts
$52.7M -$8.55M -63,009 -13%
Northern Trust
28
Northern Trust
Illinois
$46.5M +$4.92M +36,282 +11%
Charles Schwab
29
Charles Schwab
California
$41.9M +$746K +5,498 +2%
OP
30
Oldfield Partners
United Kingdom
$40.2M -$14.5M -106,625 -25%
American Century Companies
31
American Century Companies
Missouri
$38M -$19.8M -145,857 -32%
AF
32
Aviso Financial
Ontario, Canada
$36.9M +$40.8M +300,910 New
Deutsche Bank
33
Deutsche Bank
Germany
$31.4M +$1.61M +11,902 +5%
Manulife (Manufacturers Life Insurance)
34
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$29.2M +$87.1K +642 +0.3%
Invesco
35
Invesco
Georgia
$27.9M +$9.83M +72,451 +47%
N
36
Nuveen
North Carolina
$27.1M +$6.7M +49,382 +29%
RC
37
Rivulet Capital
New Jersey
$27M +$29.8M +220,000 New
Amundi
38
Amundi
France
$26.3M +$19.5M +143,449 +195%
DMIC
39
Dixon Mitchell Investment Counsel
British Columbia, Canada
$26.2M +$8.32M +61,371 +41%
Jane Street
40
Jane Street
New York
$23.5M +$8.93M +65,817 +52%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$23.2M +$583K +4,297 +2%
Lazard Asset Management
42
Lazard Asset Management
New York
$21.9M -$622K -4,586 -3%
TD Asset Management
43
TD Asset Management
Ontario, Canada
$21.8M +$7.7M +56,785 +47%
Impax Asset Management Group
44
Impax Asset Management Group
United Kingdom
$21.4M +$3M +22,120 +15%
HighTower Advisors
45
HighTower Advisors
Illinois
$19.3M -$12.8M -94,501 -37%
Millennium Management
46
Millennium Management
New York
$18.1M +$19.3M +142,154 +2,597%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$18M -$41.1K -303 -0.2%
UBS AM
48
UBS AM
Illinois
$16.8M +$6.19M +45,647 +50%
D.E. Shaw & Co
49
D.E. Shaw & Co
New York
$15.7M +$5.51M +40,648 +47%
Squarepoint
50
Squarepoint
New York
$15.1M +$4.74M +34,945 +39%