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Middleby

392 hedge funds and large institutions have $7.96B invested in Middleby in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 120 increasing their positions, 143 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

26% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 47

6.4% more ownership

Funds ownership: 102.86%109.26% (+6.4%)

1% more funds holding

Funds holding: 387392 (+5)

3% more capital invested

Capital invested by funds: $7.69B → $7.96B (+$266M)

16% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 143

87% less call options, than puts

Call options by funds: $49.5M | Put options by funds: $396M

Holders
392
Holders Change
+5
Holders Change %
+1.29%
% of All Funds
5.16%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.09%
New
59
Increased
120
Reduced
143
Closed
47
Calls
$49.5M
Puts
$396M
Net Calls
-$346M
Net Calls Change
-$238M
Name Holding Trade Value Shares
Change
Change in
Stake
TRSOTSOK
126
Teachers Retirement System of the State of Kentucky
Kentucky
$2.21M -$114K -830 -5%
Ensign Peak Advisors
127
Ensign Peak Advisors
Utah
$2.21M
OAM
128
Oppenheimer Asset Management
New York
$2.15M -$10.6K -77 -0.5%
Arrowstreet Capital
129
Arrowstreet Capital
Massachusetts
$2.15M +$1.34M +9,713 +158%
SO
130
STRS Ohio
Ohio
$2.13M -$11.9K -86 -0.5%
PCM
131
Palisade Capital Management
New Jersey
$2.13M +$223K +1,618 +11%
TCM
132
Teza Capital Management
Illinois
$2.13M +$2.17M +15,715 New
PEAK6
133
PEAK6
Illinois
$2.12M +$2.16M +15,646 New
ASRS
134
Arizona State Retirement System
Arizona
$2.11M +$15.2K +110 +0.7%
FCM
135
Fourpath Capital Management
Oklahoma
$2.06M -$10.1K -73 -0.5%
State of Tennessee, Department of Treasury
136
State of Tennessee, Department of Treasury
Tennessee
$2.05M -$58.9K -427 -3%
LSERS
137
Louisiana State Employees Retirement System
Louisiana
$2.02M
Luther King Capital Management (LKCM)
138
Luther King Capital Management (LKCM)
Texas
$1.99M
FDCDDQ
139
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.9M +$131K +950 +7%
Handelsbanken Fonder
140
Handelsbanken Fonder
Sweden
$1.88M
Russell Investments Group
141
Russell Investments Group
United Kingdom
$1.77M -$6.89K -50 -0.4%
GAM
142
Gotham Asset Management
New York
$1.74M -$5.34M -38,758 -75%
Toronto Dominion Bank
143
Toronto Dominion Bank
Ontario, Canada
$1.73M -$42.3K -307 -2%
SOMRS
144
State of Michigan Retirement System
Michigan
$1.72M
Fifth Third Bancorp
145
Fifth Third Bancorp
Ohio
$1.72M -$723K -5,247 -29%
AIC
146
Aurora Investment Counsel
Georgia
$1.71M +$14.9K +108 +0.9%
Two Sigma Investments
147
Two Sigma Investments
New York
$1.62M +$1.65M +11,970 New
NMIMC
148
Northwestern Mutual Investment Management Company
Wisconsin
$1.62M +$3.58K +26 +0.2%
COPPSERS
149
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.61M +$3.72K +27 +0.2%
Wolverine Trading
150
Wolverine Trading
Illinois
$1.54M +$1.56M +11,338 New

MIDD Hedge Fund Activity: Q4 2024 in Review

392 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q4 2024, worth a combined $7.96B — up 3.5% from $7.69B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new MIDD positions and 47 closed out — a net gain of 12 holders — while 120 added to existing stakes and 143 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $205M. The largest seller was JP Morgan Chase, cutting an estimated $113M.

  • 392 institutional investors held Middleby (MIDD) as of Q4 2024, up from 387 in Q3 2024.
  • Funds reported $7.96B of Middleby stock for Q4 2024, up 3.5% quarter-over-quarter.
  • 59 funds opened new Middleby positions in Q4 2024 and 47 closed out, a net change of +12 holders.
  • The largest Middleby buyer in Q4 2024 was Morgan Stanley, an estimated $205M added.
  • The largest Middleby seller in Q4 2024 was JP Morgan Chase, an estimated $113M sold.

Based on aggregated 13F filings for Q4 2024.