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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$622M -$12M -83,186 -2%
BlackRock
2
BlackRock
New York
$555M -$10.1M -69,757 -2%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$496M +$2.69M +18,610 +0.5%
Select Equity Group
4
Select Equity Group
New York
$359M +$314M +2,177,463 +316%
EIG
5
EdgePoint Investment Group
Ontario, Canada
$328M +$45.2M +312,784 +14%
Victory Capital Management
6
Victory Capital Management
Texas
$294M +$29.6M +205,222 +10%
BC
7
Brookfield Corp
Ontario, Canada
$259M
JP Morgan Chase
8
JP Morgan Chase
New York
$257M +$90.1M +624,315 +44%
Nordea Investment Management
9
Nordea Investment Management
Sweden
$197M +$28.8M +199,699 +14%
Goldman Sachs
10
Goldman Sachs
New York
$183M -$52.7M -364,756 -20%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$179M -$11M -76,024 -5%
State Street
12
State Street
Massachusetts
$177M -$4.63M -32,055 -2%
Fiera Capital (Canada)
13
Fiera Capital (Canada)
Quebec, Canada
$176M -$1.22M -8,473 -0.6%
SP
14
Sarasin & Partners
United Kingdom
$165M -$16.7M -115,739 -8%
AllianceBernstein
15
AllianceBernstein
Tennessee
$157M -$13.5M -93,204 -7%
TCAM
16
Turtle Creek Asset Management
Ontario, Canada
$152M +$17.2M +119,141 +11%
Bank of America
17
Bank of America
North Carolina
$119M +$10.4M +72,135 +8%
Boston Partners
18
Boston Partners
Massachusetts
$113M -$30.6M -211,930 -19%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$92.8M -$1.99M -13,789 -2%
ACH
20
ArrowMark Colorado Holdings
Colorado
$84.7M +$5.55M +38,441 +6%
Ameriprise
21
Ameriprise
Minnesota
$75.1M +$36.6M +253,359 +73%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$70.3M -$379K -2,625 -0.5%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$66.9M -$4.77M -33,013 -6%
Bank of Nova Scotia
24
Bank of Nova Scotia
Ontario, Canada
$66.4M +$49.3M +341,707 +181%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$65.1M -$753K -5,215 -1%