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Middleby

411 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, 125 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.13% less ownership

Funds ownership: 101.9%101.77% (-0.13%)

17% less capital invested

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

Holders
411
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.58M
Puts
$4.12M
Net Calls
Net Calls Change

Top Buyers

1 +$97.4M
2 +$34.2M
3 +$32.5M
4
UBS Group
UBS Group
Switzerland
+$29.5M
5
Renaissance Technologies
Renaissance Technologies
New York
+$29.3M

Top Sellers

1 -$232M
2 -$198M
3 -$75.7M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$57M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$31.9M
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
IIM
128
INTECH Investment Management
Florida
$1.93M
TRSOTSOK
129
Teachers Retirement System of the State of Kentucky
Kentucky
$1.93M
VAG
130
VisionPoint Advisory Group
Texas
$1.91M
GAM
131
Gotham Asset Management
New York
$1.91M
YCM
132
Yousif Capital Management
Michigan
$1.89M
Man Group
133
Man Group
United Kingdom
$1.81M
STA
134
Summit Trail Advisors
New York
$1.79M
LSERS
135
Louisiana State Employees Retirement System
Louisiana
$1.78M
SC
136
SummitTX Capital
Texas
$1.78M
SAA
137
Southeast Asset Advisors
Georgia
$1.77M
ASRS
138
Arizona State Retirement System
Arizona
$1.74M
Creative Planning
139
Creative Planning
Kansas
$1.72M
Focus Partners Wealth
140
Focus Partners Wealth
Massachusetts
$1.66M
LSV Asset Management
141
LSV Asset Management
Illinois
$1.64M
VIA
142
Vanguard Investments Australia
Australia
$1.62M
FCM
143
Fourpath Capital Management
Oklahoma
$1.55M
COPPSERS
144
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.54M
CCMINC
145
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.53M
MF
146
Magnetar Financial
Illinois
$1.52M
SOMRS
147
State of Michigan Retirement System
Michigan
$1.47M
OSAM
148
O'Shaughnessy Asset Management
Connecticut
$1.43M
CP
149
CenterBook Partners
Connecticut
$1.42M
State of Wisconsin Investment Board
150
State of Wisconsin Investment Board
Wisconsin
$1.41M