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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
GT
176
Glenmede Trust
Pennsylvania
$1.07M -$43.5K -324 -4%
QC
177
Quent Capital
New York
$1.06M +$43.4K +323 +5%
Creative Planning
178
Creative Planning
Kansas
$1.05M -$19.2K -143 -2%
KBC Group
179
KBC Group
Belgium
$1.01M +$23.9K +178 +3%
Mariner
180
Mariner
Kansas
$1M -$372K -2,770 -28%
A
181
AlphaQuest
New York
$992K +$957K +7,123 +142,460%
Pictet Asset Management
182
Pictet Asset Management
Switzerland
$986K +$14.1K +105 +2%
II
183
Inspire Investing
Idaho
$982K +$59.4K +442 +7%
SAM
184
Storebrand Asset Management
Norway
$971K
CAM
185
Cresset Asset Management
Illinois
$965K +$531K +3,951 +132%
M&T Bank
186
M&T Bank
New York
$920K +$508K +3,783 +133%
SA
187
Sanctuary Advisors
Indiana
$891K +$842K +6,268 New
SQA
188
Simon Quick Advisors
New Jersey
$884K +$3.22K +24 +0.4%
TC
189
TownSquare Capital
Utah
$871K +$12K +89 +1%
SOADOR
190
State of Alaska Department of Revenue
Alaska
$864K +$56.4K +420 +7%
TI
191
Tidal Investments
Wisconsin
$864K -$10.6K -79 -1%
CCIA
192
Campbell & Co Investment Adviser
Maryland
$859K +$456K +3,394 +122%
Arrowstreet Capital
193
Arrowstreet Capital
Massachusetts
$856K +$826K +6,153 New
CAPTRUST Financial Advisors
194
CAPTRUST Financial Advisors
North Carolina
$843K +$429K +3,196 +112%
SPA
195
Sherbrooke Park Advisers
New York
$841K -$874K -6,504 -52%
X
196
Xponance
Pennsylvania
$804K +$2.55K +19 +0.3%
Federated Hermes
197
Federated Hermes
Pennsylvania
$793K -$24.8K -185 -3%
Public Employees Retirement Association of Colorado
198
Public Employees Retirement Association of Colorado
Colorado
$788K
LCM
199
Logan Capital Management
Pennsylvania
$787K
CIBC World Market
200
CIBC World Market
Ontario, Canada
$781K +$9.13K +68 +1%