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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
MOACM
101
Mutual of America Capital Management
New York
$3.77M -$156K -1,152 -4%
MIM
102
MetLife Investment Management
New Jersey
$3.47M -$154K -1,136 -4%
BGIM
103
Brandywine Global Investment Management
Pennsylvania
$3.31M +$151K +1,110 +4%
Comerica Bank
104
Comerica Bank
Texas
$3.29M -$333K -2,453 -8%
Janus Henderson Group
105
Janus Henderson Group
United Kingdom
$3.19M +$397K +2,926 +13%
SDIC
106
South Dakota Investment Council
South Dakota
$3.1M +$797K +5,878 +30%
ORI
107
Oak Ridge Investments
Illinois
$3.09M -$1.01M -7,451 -23%
Loomis, Sayles & Company
108
Loomis, Sayles & Company
Massachusetts
$3.05M -$18.2M -134,231 -84%
LSWM
109
Lorne Steinberg Wealth Management
Canada
$3.01M -$18.3K -135 -0.5%
Pathstone Holdings
110
Pathstone Holdings
New Jersey
$2.97M -$493K -3,633 -13%
BFM
111
Boothbay Fund Management
New York
$2.9M +$3.2M +23,621 New
Treasurer of the State of North Carolina
112
Treasurer of the State of North Carolina
North Carolina
$2.84M -$79.1K -583 -2%
YCM
113
Yousif Capital Management
Michigan
$2.83M -$257K -1,892 -8%
Zurich Cantonal Bank
114
Zurich Cantonal Bank
Switzerland
$2.79M -$1.87M -13,767 -38%
HA
115
Heartland Advisors
Wisconsin
$2.75M -$3.15M -23,219 -51%
CCMLC
116
Cardinal Capital Management LLC (Connecticut)
Connecticut
$2.52M -$12.6M -93,120 -82%
Ohio Public Employees Retirement System (OPERS)
117
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.49M -$7.32K -54 -0.3%
UBS Group
118
UBS Group
Switzerland
$2.46M +$107K +788 +4%
Thrivent Financial for Lutherans
119
Thrivent Financial for Lutherans
Minnesota
$2.32M -$21.7M -160,347 -89%
Royal Bank of Canada
120
Royal Bank of Canada
Ontario, Canada
$2.27M +$673K +4,961 +37%
FIM
121
Fruth Investment Management
Texas
$2.19M -$20.3K -150 -0.8%
TRSOTSOK
122
Teachers Retirement System of the State of Kentucky
Kentucky
$2.16M
Man Group
123
Man Group
United Kingdom
$2.1M +$1.37M +10,080 +142%
Citigroup
124
Citigroup
New York
$2.08M -$24.4M -180,136 -91%
State of New Jersey Common Pension Fund D
125
State of New Jersey Common Pension Fund D
New Jersey
$2.06M -$1.09M -8,039 -32%