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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.

New
Increased
Maintained
Reduced
Closed
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 %
Verition Fund Management
126
Verition Fund Management
Connecticut
$2.63M +$114K +776 +5%
TRSOTSOK
127
Teachers Retirement System of the State of Kentucky
Kentucky
$2.6M -$132K -900 -5%
Man Group
128
Man Group
United Kingdom
$2.52M +$2.52M +17,140 New
Ensign Peak Advisors
129
Ensign Peak Advisors
Utah
$2.52M +$206K +1,400 +9%
UBS Group
130
UBS Group
Switzerland
$2.48M +$593K +4,027 +31%
State of Tennessee, Department of Treasury
131
State of Tennessee, Department of Treasury
Tennessee
$2.38M -$3.19M -21,645 -57%
OPERF
132
Oregon Public Employees Retirement Fund
Oregon
$2.23M +$14.7K +100 +0.7%
LSERS
133
Louisiana State Employees Retirement System
Louisiana
$2.22M -$14.7K -100 -0.7%
ASRS
134
Arizona State Retirement System
Arizona
$2.21M -$37.1K -252 -2%
TA
135
Teton Advisors
New York
$2.18M -$177K -1,200 -7%
Luther King Capital Management (LKCM)
136
Luther King Capital Management (LKCM)
Texas
$2.16M – – –
Pathstone Holdings
137
Pathstone Holdings
New Jersey
$2.16M +$2.16M +14,677 New
FFH
138
Fairfax Financial Holdings
Ontario, Canada
$2.13M – – –
GC
139
Guggenheim Capital
Illinois
$2.1M +$2.1M +14,303 New
Russell Investments Group
140
Russell Investments Group
United Kingdom
$1.91M -$217K -1,475 -10%
SOMRS
141
State of Michigan Retirement System
Michigan
$1.89M – – –
Daiwa Securities Group
142
Daiwa Securities Group
Japan
$1.82M -$544K -3,700 -23%
FDCDDQ
143
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.78M +$355K +2,411 +25%
NMIMC
144
Northwestern Mutual Investment Management Company
Wisconsin
$1.76M +$5.45K +37 +0.3%
AIP
145
Ameritas Investment Partners
Nebraska
$1.74M -$27.5K -187 -2%
COPPSERS
146
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.74M +$143K +973 +9%
ACM
147
Aquatic Capital Management
Illinois
$1.72M +$1.3M +8,800 +303%
KBC Group
148
KBC Group
Belgium
$1.68M -$459K -3,119 -21%
LAM
149
Lummis Asset Management
Texas
$1.65M +$1.65M +11,208 New
NMERB
150
New Mexico Educational Retirement Board
New Mexico
$1.62M – – –
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