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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
AIC
151
Aurora Investment Counsel
Georgia
$1.74M +$98.5K +733 +6%
AI
152
Atom Investors
Texas
$1.66M +$1.61M +11,959 New
NMIMC
153
Northwestern Mutual Investment Management Company
Wisconsin
$1.66M -$9.67K -72 -0.6%
IMRF
154
Illinois Municipal Retirement Fund
Illinois
$1.65M +$696K +5,185 +78%
COPPSERS
155
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.65M -$8.73K -65 -0.5%
RJA
156
Raymond James & Associates
Florida
$1.58M +$653K +4,863 +75%
AIP
157
Ameritas Investment Partners
Nebraska
$1.53M -$54.4K -405 -4%
NMERB
158
New Mexico Educational Retirement Board
New Mexico
$1.53M
OPERF
159
Oregon Public Employees Retirement Fund
Oregon
$1.52M -$31K -231 -2%
CC
160
Centiva Capital
New York
$1.5M +$805K +5,993 +126%
AI
161
Atria Investments
North Carolina
$1.44M +$1.17M +8,714 +533%
BFM
162
Boothbay Fund Management
New York
$1.43M -$1.8M -13,367 -57%
Bessemer Group
163
Bessemer Group
New Jersey
$1.38M -$2.69K -20 -0.2%
Credit Agricole
164
Credit Agricole
France
$1.38M -$672K -5,000 -33%
MAG
165
Millrace Asset Group
Pennsylvania
$1.37M +$1.32M +9,831 New
LAM
166
LECAP Asset Management
United Kingdom
$1.36M -$399K -2,969 -23%
TA
167
Teton Advisors
New York
$1.32M -$510K -3,800 -29%
EI
168
Ethic Inc
New York
$1.32M +$5.64K +42 +0.5%
LAM
169
Lummis Asset Management
Texas
$1.25M +$26.2K +195 +2%
URS
170
Utah Retirement Systems
Utah
$1.23M +$13.4K +100 +1%
Man Group
171
Man Group
United Kingdom
$1.23M -$1.12M -8,348 -49%
CCMINC
172
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.2M +$162K +1,205 +16%
Teacher Retirement System of Texas
173
Teacher Retirement System of Texas
Texas
$1.18M +$515K +3,837 +82%
QT
174
Quantbot Technologies
New York
$1.15M +$1.11M +8,233 New
Corient Private Wealth
175
Corient Private Wealth
Florida
$1.13M +$21.5K +160 +2%