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Middleby
MIDD

Overview Fund Activity

388 hedge funds and large institutions have $7.96B invested in Middleby in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 119 increasing their positions, 140 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+6
Holders Change %
+1.57%
% of All Funds
5.17%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.09%
New
60
Increased
119
Reduced
140
Closed
47
Calls
$49.5M
Puts
$396M
Net Calls
-$346M
Net Calls Change
-$238M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$322M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$172M
3
CCP
3
Clarkston Capital Partners
Michigan
$91.9M
4
UBS Group
4
UBS Group
Switzerland
$94.8M
5
Ameriprise
5
Ameriprise
Minnesota
$49.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$197M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$16.7M
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$522K
4
PAM
4
PineStone Asset Management
Quebec, Canada
$3.38M
5
Select Equity Group
5
Select Equity Group
New York
$852M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTWA
201
Fifth Third Wealth Advisors
Ohio
$642K -$3.39K -25 -0.5%
HF
202
HRT Financial
New York
$598K -$2.71M -20,046 -82%
William Blair & Company
203
William Blair & Company
Illinois
$596K +$22.1K +163 +4%
BTI
204
Blue Trust Inc
Georgia
$571K +$301K +2,219 +111%
Wealth Enhancement Advisory Services
205
Wealth Enhancement Advisory Services
Minnesota
$562K +$159K +1,171 +39%
SAM
206
Securian Asset Management
Minnesota
$551K -$15.6K -115 -3%
HBT
207
Hills Bank & Trust
Iowa
$547K -$20.3K -150 -4%
VI
208
Vestcor Inc
New Brunswick, Canada
$546K – – –
Prudential Financial
209
Prudential Financial
New Jersey
$534K -$181K -1,328 -25%
Fiera Capital (Canada)
210
Fiera Capital (Canada)
Quebec, Canada
$522K -$46.1M -340,293 -99%
KP
211
Keel Point
Alabama
$494K -$813 -6 -0.2%
CB
212
Commerce Bank
Missouri
$493K -$271 -2 -0.1%
SIM
213
Studio Investment Management
Illinois
$478K -$135 -1 -0%
Envestnet Portfolio Solutions
214
Envestnet Portfolio Solutions
Illinois
$470K +$12.9K +95 +3%
OQS
215
Occudo Quantitative Strategies
Florida
$470K +$470K +3,471 New
Janney Montgomery Scott
216
Janney Montgomery Scott
Pennsylvania
$469K +$469K +3,465 New
EI
217
Ellevest Inc
New York
$447K -$36.6K -270 -8%
YMRC
218
Yorktown Management & Research Company
Virginia
$447K – – –
MPIA
219
Mountain Pacific Investment Advisers
Idaho
$440K -$54.2K -400 -11%
VI
220
Versor Investments
New York
$440K +$101K +748 +30%
CGH
221
Crossmark Global Holdings
Texas
$436K -$69K -509 -14%
M&T Bank
222
M&T Bank
New York
$432K -$464K -3,425 -52%
SCM
223
Sterling Capital Management
North Carolina
$431K +$156K +1,153 +57%
Canada Pension Plan Investment Board
224
Canada Pension Plan Investment Board
Ontario, Canada
$420K +$420K +3,100 New
Cetera Investment Advisers
225
Cetera Investment Advisers
Illinois
$413K -$11.4K -84 -3%
7 8
9
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