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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.

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 %
AQR Capital Management
76
AQR Capital Management
Connecticut
$7.84M -$4.07M -27,647 -34%
CS
77
Credit Suisse
Switzerland
$7.84M -$1.29M -8,746 -14%
New York State Common Retirement Fund
78
New York State Common Retirement Fund
New York
$7.62M -$857K -5,824 -10%
SRC
79
Stone Run Capital
New York
$7.47M +$1.26M +8,531 +20%
GF
80
Gabelli Funds
New York
$7.36M – – –
Envestnet Asset Management
81
Envestnet Asset Management
Illinois
$7.35M +$1.7M +11,581 +30%
Franklin Resources
82
Franklin Resources
California
$7.28M -$1.09M -7,400 -13%
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$7.26M -$15K -102 -0.2%
LWIC
84
Leith Wheeler Investment Counsel
British Columbia, Canada
$7.14M -$92.7K -630 -1%
HPCM
85
Hunter Perkins Capital Management
Illinois
$7.13M +$7.13M +48,467 New
State Board of Administration of Florida Retirement System
86
State Board of Administration of Florida Retirement System
Florida
$7.02M +$226K +1,539 +3%
TPSF
87
Texas Permanent School Fund
Texas
$6.81M +$115K +781 +2%
PSC
88
Portman Square Capital
United Kingdom
$6.55M -$29.2M -198,212 -82%
BTW
89
Boston Trust Walden
Massachusetts
$6.29M -$15.7M -106,568 -71%
SCI
90
S&CO Inc
Massachusetts
$6.25M +$6.25M +42,500 New
FAM
91
Fred Alger Management
New York
$6.17M -$382K -2,596 -6%
CIP
92
Chartwell Investment Partners
Pennsylvania
$6.09M +$6.09M +41,402 New
Goldman Sachs
93
Goldman Sachs
New York
$5.91M -$3.37M -22,928 -36%
National Bank of Canada
94
National Bank of Canada
Quebec, Canada
$5.8M -$5.54M -38,102 -49%
Canada Life
95
Canada Life
Manitoba, Canada
$5.62M -$1.18K -8 -0%
Zurich Cantonal Bank
96
Zurich Cantonal Bank
Switzerland
$5.5M -$224K -1,525 -4%
BNP Paribas Financial Markets
97
BNP Paribas Financial Markets
France
$5.32M -$8.85M -60,140 -62%
AB
98
Amalgamated Bank
New York
$5.02M -$202K -1,373 -4%
ORI
99
Oak Ridge Investments
Illinois
$4.99M -$350K -2,377 -7%
MOACM
100
Mutual of America Capital Management
New York
$4.88M -$254K -1,724 -5%
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4
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