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Middleby

332 hedge funds and large institutions have $6.73B invested in Middleby in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 94 increasing their positions, 143 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

0.94% less ownership

Funds ownership: 100.5%99.57% (-0.94%)

5% less call options, than puts

Call options by funds: $18.9M | Put options by funds: $19.9M

14% less funds holding

Funds holding: 387332 (-55)

24% less capital invested

Capital invested by funds: $8.86B → $6.73B (-$2.13B)

34% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 143

62% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 79

Holders
332
Holders Change
-55
Holders Change %
-14.21%
% of All Funds
5.59%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
30
Increased
94
Reduced
143
Closed
79
Calls
$18.9M
Puts
$19.9M
Net Calls
-$989K
Net Calls Change
-$6.93M
Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
126
Daiwa Securities Group
Japan
$2.01M -$1.41M -9,775 -38%
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$1.99M -$28.4K -197 -1%
LSERS
128
Louisiana State Employees Retirement System
Louisiana
$1.92M -$43.3K -300 -2%
Luther King Capital Management (LKCM)
129
Luther King Capital Management (LKCM)
Texas
$1.87M -$116K -805 -5%
AIP
130
Ameritas Investment Partners
Nebraska
$1.82M -$53.1K -368 -2%
FFH
131
Fairfax Financial Holdings
Ontario, Canada
$1.82M
ASRS
132
Arizona State Retirement System
Arizona
$1.79M -$103K -716 -5%
State of Tennessee, Department of Treasury
133
State of Tennessee, Department of Treasury
Tennessee
$1.78M
Royal Bank of Canada
134
Royal Bank of Canada
Ontario, Canada
$1.74M -$2.03M -14,066 -50%
SOMRS
135
State of Michigan Retirement System
Michigan
$1.73M -$43.3K -300 -2%
RJA
136
Raymond James & Associates
Florida
$1.61M -$525K -3,637 -22%
CAM
137
Costello Asset Management
Pennsylvania
$1.55M -$777K -5,385 -30%
OAM
138
Oppenheimer Asset Management
New York
$1.52M -$78.1K -541 -4%
JMPWA
139
JP Morgan Private Wealth Advisors
California
$1.39M +$261K +1,806 +19%
DA
140
Duality Advisers
Florida
$1.36M +$1.57M +10,872 New
KBC Group
141
KBC Group
Belgium
$1.35M +$1.35M +9,360 +679%
Janus Henderson Group
142
Janus Henderson Group
United Kingdom
$1.33M -$316K -2,192 -17%
SAM
143
Storebrand Asset Management
Norway
$1.24M
RIM
144
Redwood Investment Management
Arizona
$1.23M +$1.42M +9,838 New
URS
145
Utah Retirement Systems
Utah
$1.22M -$14.4K -100 -1%
US Bancorp
146
US Bancorp
Minnesota
$1.16M -$3.18K -22 -0.2%
NMIMC
147
Northwestern Mutual Investment Management Company
Wisconsin
$1.14M -$19.5K -135 -1%
NMERB
148
New Mexico Educational Retirement Board
New Mexico
$1.07M -$433K -3,000 -26%
Teacher Retirement System of Texas
149
Teacher Retirement System of Texas
Texas
$1.05M -$460K -3,185 -28%
Federated Hermes
150
Federated Hermes
Pennsylvania
$1.04M -$333K -2,309 -22%