MIDD icon

Middleby
MIDD

Overview Fund Activity

347 hedge funds and large institutions have $8.01B invested in Middleby in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 126 increasing their positions, 107 reducing their positions, and 23 closing their positions.

Holders
347
Holders Change
+19
Holders Change %
+5.79%
% of All Funds
5.55%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
45
Increased
126
Reduced
107
Closed
23
Calls
$19.6M
Puts
$126M
Net Calls
-$106M
Net Calls Change
-$45.5M

Top Buyers

1
SP
1
Sarasin & Partners
United Kingdom
$476M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$64.9M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$78.1M
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$40.2M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$40.8M

Top Sellers

1
BC
1
Brookfield Corp
Ontario, Canada
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$469M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$320M
4
Ameriprise
4
Ameriprise
Minnesota
$67.2M
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$751M 5,123,365 +86,844 +2%
Select Equity Group
2
Select Equity Group
New York
$701M 4,782,965 +246,174 +5%
BlackRock
3
BlackRock
New York
$677M 4,619,466 +53,393 +1%
SP
4
Sarasin & Partners
United Kingdom
$476M 2,646,928 +1,611,041 +156%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$469M 3,196,436 -881,386 -22%
Victory Capital Management
6
Victory Capital Management
Texas
$402M 2,740,299 +88,789 +3%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$320M 2,184,561 -438,845 -17%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$315M 2,148,908 -22,529 -1%
EIG
9
EdgePoint Investment Group
Ontario, Canada
$277M 1,892,684 -147,455 -7%
Nordea Investment Management
10
Nordea Investment Management
Sweden
$228M 1,573,019 -9,252 -0.6%
State Street
11
State Street
Massachusetts
$216M 1,476,666 +28,304 +2%
Fiera Capital (Canada)
12
Fiera Capital (Canada)
Quebec, Canada
$201M 1,368,799 -14,243 -1%
TCAM
13
Turtle Creek Asset Management
Ontario, Canada
$181M 1,236,222 +7,400 +0.6%
AllianceBernstein
14
AllianceBernstein
Tennessee
$156M 1,064,606 -233,820 -18%
Bank of America
15
Bank of America
North Carolina
$154M 1,051,218 +105,496 +11%
Morgan Stanley
16
Morgan Stanley
New York
$137M 933,642 -28,326 -3%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$117M 795,829 +25,936 +3%
Citadel Advisors
18
Citadel Advisors
Florida
$89.1M 607,639 -121,087 -17%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$84M 572,959 +16,599 +3%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$81.8M 558,040 -21,148 -4%
Balyasny Asset Management
21
Balyasny Asset Management
Illinois
$78.1M 532,784 +350,793 +193%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$70.9M 483,214 +8,895 +2%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$69.8M 475,868 -2,949 -0.6%
Ameriprise
24
Ameriprise
Minnesota
$67.2M 458,464 -330,554 -42%
Capital World Investors
25
Capital World Investors
California
$65.9M 449,500 – –
1
2 3 4 5