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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
FHB
201
First Hawaiian Bank
Hawaii
$777K +$276K +2,055 +58%
N
202
Natixis
France
$762K +$735K +5,475 New
EGM
203
Engineers Gate Manager
New York
$762K +$735K +5,474 New
Susquehanna International Group
204
Susquehanna International Group
Pennsylvania
$759K -$534K -3,977 -42%
TPCW
205
TD Private Client Wealth
New York
$739K -$22.8K -170 -3%
Prudential Financial
206
Prudential Financial
New Jersey
$731K +$110K +822 +19%
LPL Financial
207
LPL Financial
California
$731K +$11.3K +84 +2%
QCM
208
Quantinno Capital Management
New York
$711K +$192K +1,428 +39%
RI
209
Ridgewood Investments
New Jersey
$710K -$134 -1 -0%
VPIM
210
Vanguard Personalized Indexing Management
California
$674K +$124K +923 +24%
GI
211
GAMCO Investors
Connecticut
$668K
FTWA
212
Fifth Third Wealth Advisors
Ohio
$663K +$1.75K +13 +0.3%
Neuberger Berman Group
213
Neuberger Berman Group
New York
$663K -$75.5K -562 -11%
ACM
214
Aquatic Capital Management
Illinois
$640K -$1.22M -9,100 -66%
VF
215
Virtu Financial
New York
$639K +$617K +4,594 New
Millennium Management
216
Millennium Management
New York
$621K -$19.2M -143,162 -97%
TRCT
217
Tower Research Capital (TRC)
New York
$614K +$207K +1,542 +54%
IIM
218
INTECH Investment Management
Florida
$598K -$372K -2,770 -39%
William Blair & Company
219
William Blair & Company
Illinois
$589K -$33.7K -251 -6%
HBT
220
Hills Bank & Trust
Iowa
$583K -$13.4K -100 -2%
SAM
221
Securian Asset Management
Minnesota
$582K -$14.4K -107 -2%
GC
222
Guggenheim Capital
Illinois
$577K +$197K +1,470 +55%
VI
223
Vestcor Inc
New Brunswick, Canada
$561K
US Bancorp
224
US Bancorp
Minnesota
$518K -$8.33K -62 -2%
CGH
225
Crossmark Global Holdings
Texas
$518K +$74.4K +554 +17%