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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
Fidelity Investments
76
Fidelity Investments
Massachusetts
$6.93M -$215K -1,588 -3%
Goldman Sachs
77
Goldman Sachs
New York
$6.87M +$1.87M +13,789 +33%
IP
78
Interval Partners
New York
$6.66M +$1.29M +9,545 +21%
New York State Teachers Retirement System (NYSTRS)
79
New York State Teachers Retirement System (NYSTRS)
New York
$6.54M -$27.1K -200 -0.4%
California State Teachers Retirement System (CalSTRS)
80
California State Teachers Retirement System (CalSTRS)
California
$6.44M -$177K -1,307 -2%
Holocene Advisors
81
Holocene Advisors
New York
$6.4M +$1.36M +10,019 +24%
Franklin Resources
82
Franklin Resources
California
$6.37M +$255K +1,881 +4%
GF
83
Gabelli Funds
New York
$6.13M
HPCM
84
Hunter Perkins Capital Management
Illinois
$6.13M +$427K +3,145 +7%
New York State Common Retirement Fund
85
New York State Common Retirement Fund
New York
$6.07M +$134K +985 +2%
LWIC
86
Leith Wheeler Investment Counsel
British Columbia, Canada
$6M +$48.8K +360 +0.7%
State of Wisconsin Investment Board
87
State of Wisconsin Investment Board
Wisconsin
$5.91M -$344K -2,533 -5%
Qube Research & Technologies (QRT)
88
Qube Research & Technologies (QRT)
United Kingdom
$5.8M +$5.02M +37,012 +359%
BTW
89
Boston Trust Walden
Massachusetts
$5.5M +$173K +1,275 +3%
SRC
90
Stone Run Capital
New York
$5.36M -$1.68M -12,375 -22%
National Bank of Canada
91
National Bank of Canada
Quebec, Canada
$5.25M -$209K -1,544 -3%
SAA
92
Southeast Asset Advisors
Georgia
$5.07M +$685K +5,047 +14%
State Board of Administration of Florida Retirement System
93
State Board of Administration of Florida Retirement System
Florida
$4.87M -$2.27M -16,738 -30%
GAM
94
Gotham Asset Management
New York
$4.18M +$2.37M +17,439 +105%
Russell Investments Group
95
Russell Investments Group
United Kingdom
$4.14M +$2.76M +20,383 +152%
Canada Life
96
Canada Life
Manitoba, Canada
$4.14M +$620K +4,573 +16%
AB
97
Amalgamated Bank
New York
$4.13M +$157K +1,156 +4%
JSSH
98
J. Safra Sarasin Holding
$4.07M +$4.51M +33,227 New
FAM
99
Fred Alger Management
New York
$3.89M -$1.21M -8,911 -22%
CIP
100
Chartwell Investment Partners
Pennsylvania
$3.79M -$454K -3,346 -10%