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Middleby

412 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)

0.12% less ownership

Funds ownership: 101.9%101.79% (-0.12%)

17% less capital invested

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

Holders
412
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
CIBC World Market
176
CIBC World Market
Ontario, Canada
$877K
RWM
177
Ritholtz Wealth Management
New York
$872K
FCBT
178
First Citizens Bank & Trust
North Carolina
$870K
Envestnet Portfolio Solutions
179
Envestnet Portfolio Solutions
Illinois
$869K
Cerity Partners
180
Cerity Partners
New York
$850K
AC
181
Allstate Corporation
Illinois
$817K
NYLIM
182
New York Life Investment Management
New York
$817K
FC
183
FORA Capital
Florida
$797K
BFM
184
Boothbay Fund Management
New York
$789K
X
185
Xponance
Pennsylvania
$755K
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
AI
188
Atria Investments
North Carolina
$734K
Allianz Asset Management
189
Allianz Asset Management
Germany
$731K
SP
190
SIH Partners
Delaware
$716K
SNPAM
191
St. Nicholas Private Asset Management
Florida
$712K
P
192
&Partners
Tennessee
$710K
Amundi
193
Amundi
France
$690K
CSP
194
Cary Street Partners
Virginia
$684K
Federated Hermes
195
Federated Hermes
Pennsylvania
$671K
BTI
196
Blue Trust Inc
Georgia
$667K
Bessemer Group
197
Bessemer Group
New Jersey
$663K
Cetera Investment Advisers
198
Cetera Investment Advisers
Illinois
$653K
FTWA
199
Fifth Third Wealth Advisors
Ohio
$642K
RI
200
Ridgewood Investments
New Jersey
$639K