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Middleby

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.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 37 (+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: 387392 (+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

Holders
392
Holders Change
+5
Holders Change %
+1.29%
% of All Funds
5.16%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.09%
New
59
Increased
120
Reduced
143
Closed
47
Calls
$49.5M
Puts
$396M
Net Calls
-$346M
Net Calls Change
-$238M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$18M -$1.61M -11,681 -8%
National Bank of Canada
52
National Bank of Canada
Quebec, Canada
$17.3M +$12.9M +93,793 +276%
Principal Financial Group
53
Principal Financial Group
Iowa
$16.7M -$80.9M -586,551 -83%
Wells Fargo
54
Wells Fargo
California
$15.8M -$945K -6,856 -6%
Swiss National Bank
55
Swiss National Bank
Switzerland
$14.3M +$110K +800 +0.8%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$14.1M -$1.47M -10,696 -9%
Squarepoint
57
Squarepoint
New York
$13.6M -$3.02M -21,882 -18%
California Public Employees Retirement System
58
California Public Employees Retirement System
California
$12.7M -$845K -6,131 -6%
Citadel Advisors
59
Citadel Advisors
Florida
$12.1M +$7.34M +53,265 +148%
Natixis Advisors
60
Natixis Advisors
Massachusetts
$12M +$1.43M +10,396 +13%
D.E. Shaw & Co
61
D.E. Shaw & Co
New York
$12M -$300K -2,179 -2%
Invesco
62
Invesco
Georgia
$11.7M +$489K +3,550 +4%
Raymond James Financial
63
Raymond James Financial
Florida
$11.3M +$11.5M +83,516 New
Legal & General Group
64
Legal & General Group
United Kingdom
$11.3M +$140K +1,017 +1%
VVP
65
Vulcan Value Partners
Alabama
$11.1M +$11.3M +82,179 New
AQR Capital Management
66
AQR Capital Management
Connecticut
$9.76M +$1.78M +12,929 +22%
OCM
67
Olstein Capital Management
New York
$9.62M +$345K +2,500 +4%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$9.61M +$4K +29 +0%
Jane Street
69
Jane Street
New York
$9.22M -$20.9M -151,926 -69%
SCI
70
S&CO Inc
Massachusetts
$9.05M
LWIC
71
Leith Wheeler Investment Counsel
British Columbia, Canada
$8.94M +$2.61M +18,912 +40%
Retirement Systems of Alabama
72
Retirement Systems of Alabama
Alabama
$8.86M +$12.4K +90 +0.1%
HPCM
73
Hunter Perkins Capital Management
Illinois
$8.54M +$1.78M +12,905 +26%
CF
74
Corebridge Financial
Texas
$8.24M -$375K -2,717 -4%
Fidelity Investments
75
Fidelity Investments
Massachusetts
$8.07M +$69.8K +506 +0.9%

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.