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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
Mercer Global Advisors
151
Mercer Global Advisors
Colorado
$1.41M
Universal-Beteiligungs- und Servicegesellschaft
152
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.41M
KK
153
KLP Kapitalforvaltning
Norway
$1.41M
NMIMC
154
Northwestern Mutual Investment Management Company
Wisconsin
$1.38M
Citigroup
155
Citigroup
New York
$1.34M
OPERF
156
Oregon Public Employees Retirement Fund
Oregon
$1.26M
NMERB
157
New Mexico Educational Retirement Board
New Mexico
$1.26M
MC
158
Maverick Capital
Texas
$1.15M
AIP
159
Ameritas Investment Partners
Nebraska
$1.13M
AC
160
AXQ Capital
New Jersey
$1.13M
YIH
161
Y-Intercept (HK)
Hong Kong
$1.1M
LPL Financial
162
LPL Financial
California
$1.09M
TC
163
TwinBeech Capital
New York
$1.09M
QC
164
Quent Capital
New York
$1.08M
Pictet Asset Management
165
Pictet Asset Management
Switzerland
$1.06M
RIM
166
Redwood Investment Management
Arizona
$1.06M
OTL
167
Oak Thistle LLC
New York
$1.06M
Pathstone Holdings
168
Pathstone Holdings
New Jersey
$1.05M
DC
169
Diametric Capital
Massachusetts
$1.04M
ACM
170
Aquatic Capital Management
Illinois
$1.04M
CG
171
Caprock Group
Idaho
$1.01M
CAU
172
Caxton Associates (UK)
$984K
Deutsche Bank
173
Deutsche Bank
Germany
$982K
Wealth Enhancement Advisory Services
174
Wealth Enhancement Advisory Services
Minnesota
$922K
CIBC World Market
175
CIBC World Market
Ontario, Canada
$877K