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Middleby

415 hedge funds and large institutions have $6.35B invested in Middleby in 2026 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 148 increasing their positions, 127 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more call options, than puts

Call options by funds: $6.58M | Put options by funds: $4.12M

24% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 55

17% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 127

1% more funds holding

Funds holding: 410415 (+5)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.1% less ownership

Funds ownership: 101.9%101.8% (-0.1%)

17% less capital invested

Capital invested by funds: $7.63B → $6.35B (-$1.28B)

Holders
415
Holders Change
+5
Holders Change %
+1.22%
% of All Funds
5.11%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
68
Increased
148
Reduced
127
Closed
55
Calls
$6.58M
Puts
$4.12M
Net Calls
+$2.46M
Net Calls Change
-$13.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Luther King Capital Management (LKCM)
126
Luther King Capital Management (LKCM)
Texas
$1.95M
FIM
127
Fruth Investment Management
Texas
$1.93M -$129K -850 -6%
IIM
128
INTECH Investment Management
Florida
$1.93M +$1.25M +8,252 +131%
TRSOTSOK
129
Teachers Retirement System of the State of Kentucky
Kentucky
$1.93M -$273K -1,800 -11%
VAG
130
VisionPoint Advisory Group
Texas
$1.91M -$88.7K -585 -4%
GAM
131
Gotham Asset Management
New York
$1.91M +$1.76M +11,581 +411%
YCM
132
Yousif Capital Management
Michigan
$1.89M -$107K -708 -5%
Man Group
133
Man Group
United Kingdom
$1.81M +$10.3K +68 +0.5%
STA
134
Summit Trail Advisors
New York
$1.79M +$977K +6,445 +91%
LSERS
135
Louisiana State Employees Retirement System
Louisiana
$1.78M +$91K +600 +5%
SC
136
SummitTX Capital
Texas
$1.78M +$2.03M +13,389 New
SAA
137
Southeast Asset Advisors
Georgia
$1.77M -$1.47M -9,723 -42%
ASRS
138
Arizona State Retirement System
Arizona
$1.74M -$48.4K -319 -2%
Creative Planning
139
Creative Planning
Kansas
$1.72M +$512K +3,379 +35%
Focus Partners Wealth
140
Focus Partners Wealth
Massachusetts
$1.66M +$88.1K +581 +5%
LSV Asset Management
141
LSV Asset Management
Illinois
$1.64M +$1.88M +12,400 New
VIA
142
Vanguard Investments Australia
Australia
$1.62M +$1.85M +12,190 New
FCM
143
Fourpath Capital Management
Oklahoma
$1.55M -$273K -1,800 -13%
COPPSERS
144
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.54M +$2.12K +14 +0.1%
CCMINC
145
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.53M +$95.1K +627 +6%
MF
146
Magnetar Financial
Illinois
$1.52M +$1.74M +11,451 New
SOMRS
147
State of Michigan Retirement System
Michigan
$1.47M +$30.3K +200 +2%
OSAM
148
O'Shaughnessy Asset Management
Connecticut
$1.43M +$83.8K +553 +5%
CP
149
CenterBook Partners
Connecticut
$1.42M +$106K +701 +7%
State of Wisconsin Investment Board
150
State of Wisconsin Investment Board
Wisconsin
$1.41M +$430K +2,833 +36%