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Middleby

332 hedge funds and large institutions have $6.73B invested in Middleby in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 94 increasing their positions, 143 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

0.94% less ownership

Funds ownership: 100.5%99.57% (-0.94%)

5% less call options, than puts

Call options by funds: $18.9M | Put options by funds: $19.9M

14% less funds holding

Funds holding: 387332 (-55)

24% less capital invested

Capital invested by funds: $8.86B → $6.73B (-$2.13B)

34% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 143

62% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 79

Holders
332
Holders Change
-55
Holders Change %
-14.21%
% of All Funds
5.59%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
30
Increased
94
Reduced
143
Closed
79
Calls
$18.9M
Puts
$19.9M
Net Calls
-$989K
Net Calls Change
-$6.93M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
176
Creative Planning
Kansas
$676K +$451K +3,123 +138%
RI
177
Ridgewood Investments
New Jersey
$674K -$9.38K -65 -1%
CT
178
Coastline Trust
Rhode Island
$674K
Toronto Dominion Bank
179
Toronto Dominion Bank
Ontario, Canada
$656K
VPIM
180
Vanguard Personalized Indexing Management
California
$653K +$144K +996 +24%
Neuberger Berman Group
181
Neuberger Berman Group
New York
$648K -$145K -1,003 -16%
CF
182
CNA Financial
Illinois
$642K -$2.89K -20 -0.4%
CCMINC
183
Cardinal Capital Management Inc (North Carolina)
North Carolina
$632K +$728K +5,041 New
DDC
184
DF Dent & Co
Maryland
$627K
SAM
185
Securian Asset Management
Minnesota
$625K
GI
186
GAMCO Investors
Connecticut
$602K
SAM
187
Shell Asset Management
Netherlands
$596K +$63.2K +438 +10%
ORI
188
Oak Ridge Investments
Illinois
$593K -$8.81K -61 -1%
Baird Financial Group
189
Baird Financial Group
Wisconsin
$586K -$4.76K -33 -0.7%
CGH
190
Crossmark Global Holdings
Texas
$580K -$39K -270 -6%
GG
191
Gofen & Glossberg
Illinois
$579K
Fidelity Investments
192
Fidelity Investments
Massachusetts
$571K +$6.5K +45 +1%
IMRF
193
Illinois Municipal Retirement Fund
Illinois
$559K +$332K +2,303 +107%
William Blair & Company
194
William Blair & Company
Illinois
$557K +$1.16K +8 +0.2%
WG
195
Winton Group
United Kingdom
$548K +$108K +748 +21%
Prudential Financial
196
Prudential Financial
New Jersey
$539K -$184K -1,274 -23%
HBT
197
Hills Bank & Trust
Iowa
$539K
MSRPS
198
Maryland State Retirement & Pension System
Maryland
$529K
BA
199
Bridgewater Associates
Connecticut
$516K -$2M -13,889 -77%
Two Sigma Investments
200
Two Sigma Investments
New York
$515K +$593K +4,109 New