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Middleby
MIDD

Overview Fund Activity

369 hedge funds and large institutions have $8.68B invested in Middleby in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 140 increasing their positions, 108 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
369
Holders Change
+26
Holders Change %
+7.58%
% of All Funds
5.35%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
52
Increased
140
Reduced
108
Closed
24
Calls
$29.6M
Puts
$149M
Net Calls
-$120M
Net Calls Change
-$43.9M

Top Buyers

1
Select Equity Group
1
Select Equity Group
New York
$887M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$87.8M
3
EIP
3
Epoch Investment Partners
New York
$57.4M
4
Bank of America
4
Bank of America
North Carolina
$228M
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$19.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$178M
2
Nordea Investment Management
2
Nordea Investment Management
Sweden
$198M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$9.58M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$482M
5
Ameriprise
5
Ameriprise
Minnesota
$17.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
201
GAMCO Investors
Connecticut
$772K – – –
William Blair & Company
202
William Blair & Company
Illinois
$770K – – –
CIBC World Market
203
CIBC World Market
Ontario, Canada
$763K +$55.6K +346 +8%
GC
204
Guggenheim Capital
Illinois
$761K -$1.54M -9,573 -67%
PRC
205
Pearl River Capital
Michigan
$739K +$739K +4,599 New
CAPTRUST Financial Advisors
206
CAPTRUST Financial Advisors
North Carolina
$737K -$552K -3,436 -43%
AI
207
Atom Investors
Texas
$716K -$971K -6,036 -58%
IMRF
208
Illinois Municipal Retirement Fund
Illinois
$716K – – –
SAM
209
Securian Asset Management
Minnesota
$714K -$16.1K -100 -2%
HBT
210
Hills Bank & Trust
Iowa
$691K -$322 -2 -0%
Nomura Holdings
211
Nomura Holdings
Japan
$678K +$678K +4,217 New
QC
212
Quadrature Capital
United Kingdom
$664K +$664K +4,130 New
VI
213
Vestcor Inc
New Brunswick, Canada
$648K – – –
TPCW
214
TD Private Client Wealth
New York
$630K +$605K +3,760 +2,395%
CGH
215
Crossmark Global Holdings
Texas
$609K +$36.8K +229 +6%
US Bancorp
216
US Bancorp
Minnesota
$607K -$326K -2,029 -35%
EI
217
Ellevest Inc
New York
$606K +$109K +679 +22%
MSRPS
218
Maryland State Retirement & Pension System
Maryland
$595K – – –
IFU
219
iSAM Funds (UK)
United Kingdom
$592K +$592K +3,681 New
MPIA
220
Mountain Pacific Investment Advisers
Idaho
$587K – – –
BFO
221
Boston Family Office
Massachusetts
$564K -$12.7K -79 -2%
Wealth Enhancement Advisory Services
222
Wealth Enhancement Advisory Services
Minnesota
$554K +$7.4K +46 +1%
FHB
223
First Hawaiian Bank
Hawaii
$522K +$269K +1,675 +107%
SIM
224
Studio Investment Management
Illinois
$517K +$37.3K +232 +8%
CB
225
Commerce Bank
Missouri
$507K +$69.8K +434 +16%
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