Middleby
MIDD
392 hedge funds and large institutions have $7.96B invested in Middleby in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 120 increasing their positions, 143 reducing their positions, and 47 closing their positions.
133% more funds holding in top 10
Funds holding in top 10: 3 → 7 (+4)
26% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 47
6.4% more ownership
Funds ownership: 102.86% → 109.26% (+6.4%)
1% more funds holding
Funds holding: 387 → 392 (+5)
3% more capital invested
Capital invested by funds: $7.69B → $7.96B (+$266M)
16% less repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 143
87% less call options, than puts
Call options by funds: $49.5M | Put options by funds: $396M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$205M |
| 2 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$171M |
| 3 |
CCP
Clarkston Capital Partners
Rochester,
Michigan
|
+$93.5M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$89.4M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$35.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$113M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
-$80.9M |
| 3 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$46.9M |
| 4 |
PAM
PineStone Asset Management
Montreal,
Quebec, Canada
|
-$46.6M |
| 5 |
Select Equity Group
New York
|
-$37.4M |
MIDD Hedge Fund Activity: Q4 2024 in Review
392 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q4 2024, worth a combined $7.96B — up 3.5% from $7.69B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new MIDD positions and 47 closed out — a net gain of 12 holders — while 120 added to existing stakes and 143 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $205M. The largest seller was JP Morgan Chase, cutting an estimated $113M.
- 392 institutional investors held Middleby (MIDD) as of Q4 2024, up from 387 in Q3 2024.
- Funds reported $7.96B of Middleby stock for Q4 2024, up 3.5% quarter-over-quarter.
- 59 funds opened new Middleby positions in Q4 2024 and 47 closed out, a net change of +12 holders.
- The largest Middleby buyer in Q4 2024 was Morgan Stanley, an estimated $205M added.
- The largest Middleby seller in Q4 2024 was JP Morgan Chase, an estimated $113M sold.
Based on aggregated 13F filings for Q4 2024.