Middleby
MIDD
353 hedge funds and large institutions have $7.71B invested in Middleby in 2023 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 111 increasing their positions, 135 reducing their positions, and 33 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
9% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 33
1% more funds holding
Funds holding: 351 → 353 (+2)
1% more capital invested
Capital invested by funds: $7.67B → $7.71B (+$41.7M)
0.08% less ownership
Funds ownership: 97.6% → 97.52% (-0.08%)
18% less repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 135
69% less call options, than puts
Call options by funds: $40.6M | Put options by funds: $132M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$98.2M |
| 2 |
Select Equity Group
New York
|
+$72.7M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$36.1M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
+$22.7M |
| 5 |
Citigroup
New York
|
+$20.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$75.2M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$74.1M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$65.9M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$41.7M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
-$40.9M |
MIDD Hedge Fund Activity: Q2 2023 in Review
353 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q2 2023, worth a combined $7.71B — up 0.54% from $7.67B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new MIDD positions and 33 closed out — a net gain of 3 holders — while 111 added to existing stakes and 135 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $98.2M. The largest seller was T. Rowe Price Associates, cutting an estimated $75.2M.
- 353 institutional investors held Middleby (MIDD) as of Q2 2023, up from 351 in Q1 2023.
- Funds reported $7.71B of Middleby stock for Q2 2023, up 0.54% quarter-over-quarter.
- 36 funds opened new Middleby positions in Q2 2023 and 33 closed out, a net change of +3 holders.
- The largest Middleby buyer in Q2 2023 was JP Morgan Chase, an estimated $98.2M added.
- The largest Middleby seller in Q2 2023 was T. Rowe Price Associates, an estimated $75.2M sold.
Based on aggregated 13F filings for Q2 2023.