Middleby
MIDD
372 hedge funds and large institutions have $8.68B invested in Middleby in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 141 increasing their positions, 108 reducing their positions, and 24 closing their positions.
117% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 24
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
31% more repeat investments, than reductions
Existing positions increased: 141 | Existing positions reduced: 108
9% more capital invested
Capital invested by funds: $7.96B → $8.68B (+$725M)
8% more funds holding
Funds holding: 346 → 372 (+26)
0.03% less ownership
Funds ownership: 100.85% → 100.82% (-0.03%)
80% less call options, than puts
Call options by funds: $29.6M | Put options by funds: $149M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Select Equity Group
New York
|
+$82.4M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
+$51.5M |
| 3 |
EIP
Epoch Investment Partners
New York
|
+$42.5M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$24.9M |
| 5 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$17.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$141M |
| 2 |
Nordea Investment Management
Stockholm,
Sweden
|
-$67.7M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$62.4M |
| 4 |
JP Morgan Chase
New York
|
-$27.3M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$23.9M |
MIDD Hedge Fund Activity: Q1 2024 in Review
372 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q1 2024, worth a combined $8.68B — up 9.1% from $7.96B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new MIDD positions and 24 closed out — a net gain of 28 holders — while 141 added to existing stakes and 108 trimmed.
The largest buyer was Select Equity Group, adding an estimated $82.4M. The largest seller was Morgan Stanley, cutting an estimated $141M.
- 372 institutional investors held Middleby (MIDD) as of Q1 2024, up from 346 in Q4 2023.
- Funds reported $8.68B of Middleby stock for Q1 2024, up 9.1% quarter-over-quarter.
- 52 funds opened new Middleby positions in Q1 2024 and 24 closed out, a net change of +28 holders.
- The largest Middleby buyer in Q1 2024 was Select Equity Group, an estimated $82.4M added.
- The largest Middleby seller in Q1 2024 was Morgan Stanley, an estimated $141M sold.
Based on aggregated 13F filings for Q1 2024.