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Middleby

415 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, 127 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more call options, than puts

Call options by funds: $6.58M | Put options by funds: $4.12M

24% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 55

17% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 127

1% more funds holding

Funds holding: 410415 (+5)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.1% less ownership

Funds ownership: 101.9%101.8% (-0.1%)

17% less capital invested

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

Holders
415
Holders Change
+5
Holders Change %
+1.22%
% of All Funds
5.11%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
68
Increased
148
Reduced
127
Closed
55
Calls
$6.58M
Puts
$4.12M
Net Calls
+$2.46M
Net Calls Change
-$13.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC World Market
176
CIBC World Market
Ontario, Canada
$877K -$179K -1,179 -15%
RWM
177
Ritholtz Wealth Management
New York
$872K -$289K -1,908 -22%
FCBT
178
First Citizens Bank & Trust
North Carolina
$870K +$5K +33 +0.5%
Envestnet Portfolio Solutions
179
Envestnet Portfolio Solutions
Illinois
$869K -$14.3K -94 -1%
Cerity Partners
180
Cerity Partners
New York
$850K +$713K +4,703 +276%
AC
181
Allstate Corporation
Illinois
$817K +$934K +6,162 New
NYLIM
182
New York Life Investment Management
New York
$817K +$272K +1,794 +41%
FC
183
FORA Capital
Florida
$797K -$780K -5,142 -46%
BFM
184
Boothbay Fund Management
New York
$789K +$608K +4,011 +207%
X
185
Xponance
Pennsylvania
$755K +$202K +1,330 +30%
Public Employees Retirement Association of Colorado
186
Public Employees Retirement Association of Colorado
Colorado
$751K
Canada Pension Plan Investment Board
187
Canada Pension Plan Investment Board
Ontario, Canada
$742K +$349K +2,300 +70%
AI
188
Atria Investments
North Carolina
$734K -$373K -2,457 -31%
Allianz Asset Management
189
Allianz Asset Management
Germany
$731K -$2.77M -18,256 -77%
SP
190
SIH Partners
Delaware
$716K +$819K +5,401 New
SNPAM
191
St. Nicholas Private Asset Management
Florida
$712K -$58.7K -387 -7%
P
192
&Partners
Tennessee
$710K +$191K +1,257 +31%
Pacer Advisors
193
Pacer Advisors
Pennsylvania
$709K -$30.3K -200 -4%
Amundi
194
Amundi
France
$690K +$238K +1,570 +43%
CSP
195
Cary Street Partners
Virginia
$684K +$267K +1,764 +52%
Federated Hermes
196
Federated Hermes
Pennsylvania
$671K +$30K +198 +4%
BTI
197
Blue Trust Inc
Georgia
$667K +$109K +719 +17%
Bessemer Group
198
Bessemer Group
New Jersey
$663K -$1.11M -7,324 -59%
Cetera Investment Advisers
199
Cetera Investment Advisers
Illinois
$653K +$97.9K +646 +15%
FTWA
200
Fifth Third Wealth Advisors
Ohio
$642K +$18.8K +124 +3%