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Middleby

387 hedge funds and large institutions have $7.69B invested in Middleby in 2024 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 134 increasing their positions, 118 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 40

14% more capital invested

Capital invested by funds: $6.75B → $7.69B (+$946M)

14% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 118

8% more funds holding

Funds holding: 357387 (+30)

0.62% more ownership

Funds ownership: 102.24%102.86% (+0.62%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

76% less call options, than puts

Call options by funds: $33.4M | Put options by funds: $142M

Holders
387
Holders Change
+30
Holders Change %
+8.4%
% of All Funds
5.56%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
72
Increased
134
Reduced
118
Closed
40
Calls
$33.4M
Puts
$142M
Net Calls
-$108M
Net Calls Change
-$31.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
126
Citigroup
New York
$2.55M +$184K +1,373 +8%
Fifth Third Bancorp
127
Fifth Third Bancorp
Ohio
$2.49M +$2.34M +17,455 +3,714%
State of New Jersey Common Pension Fund D
128
State of New Jersey Common Pension Fund D
New Jersey
$2.42M +$76.6K +570 +3%
Allianz Asset Management
129
Allianz Asset Management
Germany
$2.41M +$1.25M +9,300 +116%
TRSOTSOK
130
Teachers Retirement System of the State of Kentucky
Kentucky
$2.39M -$63.1K -470 -3%
FIM
131
Fruth Investment Management
Texas
$2.29M -$190K -1,415 -8%
SP
132
Sarasin & Partners
United Kingdom
$2.28M -$122M -909,503 -98%
Ensign Peak Advisors
133
Ensign Peak Advisors
Utah
$2.27M
OAM
134
Oppenheimer Asset Management
New York
$2.22M +$2.14M +15,957 New
SO
135
STRS Ohio
Ohio
$2.2M +$2.13M +15,847 New
State of Tennessee, Department of Treasury
136
State of Tennessee, Department of Treasury
Tennessee
$2.16M
ASRS
137
Arizona State Retirement System
Arizona
$2.15M +$63.9K +476 +3%
FCM
138
Fourpath Capital Management
Oklahoma
$2.13M +$2.06M +15,300 New
LSERS
139
Louisiana State Employees Retirement System
Louisiana
$2.07M -$40.3K -300 -2%
Walleye Capital
140
Walleye Capital
New York
$2.05M +$1.98M +14,725 New
Luther King Capital Management (LKCM)
141
Luther King Capital Management (LKCM)
Texas
$2.05M
PCM
142
Palisade Capital Management
New Jersey
$1.96M +$70.2K +523 +4%
Handelsbanken Fonder
143
Handelsbanken Fonder
Sweden
$1.93M +$228K +1,700 +14%
Cerity Partners
144
Cerity Partners
New York
$1.9M +$422K +3,143 +30%
BNP Paribas Financial Markets
145
BNP Paribas Financial Markets
France
$1.89M +$786K +5,851 +76%
Russell Investments Group
146
Russell Investments Group
United Kingdom
$1.83M -$2.77M -20,640 -61%
FDCDDQ
147
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.82M
Toronto Dominion Bank
148
Toronto Dominion Bank
Ontario, Canada
$1.82M -$73.3K -546 -4%
PSC
149
Portman Square Capital
United Kingdom
$1.81M +$1.74M +12,977 New
SOMRS
150
State of Michigan Retirement System
Michigan
$1.77M -$26.9K -200 -2%