Middleby
MIDD
346 hedge funds and large institutions have $7.96B invested in Middleby in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 113 increasing their positions, 119 reducing their positions, and 45 closing their positions.
18% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 45
17% more capital invested
Capital invested by funds: $6.78B → $7.96B (+$1.18B)
2.26% more ownership
Funds ownership: 98.59% → 100.85% (+2.3%)
1% more funds holding
Funds holding: 341 → 346 (+5)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
5% less repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 119
70% less call options, than puts
Call options by funds: $33.2M | Put options by funds: $109M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$122M |
| 2 |
JP Morgan Chase
New York
|
+$118M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$51.7M |
| 4 |
OP
Oldfield Partners
London,
United Kingdom
|
+$44.7M |
| 5 |
Select Equity Group
New York
|
+$40.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$79M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$40.4M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$32.1M |
| 4 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$30.3M |
| 5 |
FCM
Fernbridge Capital Management
Los Angeles,
California
|
-$25.5M |
MIDD Hedge Fund Activity: Q4 2023 in Review
346 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q4 2023, worth a combined $7.96B — up 17% from $6.78B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new MIDD positions and 45 closed out — a net gain of 8 holders — while 113 added to existing stakes and 119 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $122M. The largest seller was AllianceBernstein, cutting an estimated $79M.
- 346 institutional investors held Middleby (MIDD) as of Q4 2023, up from 341 in Q3 2023.
- Funds reported $7.96B of Middleby stock for Q4 2023, up 17% quarter-over-quarter.
- 53 funds opened new Middleby positions in Q4 2023 and 45 closed out, a net change of +8 holders.
- The largest Middleby buyer in Q4 2023 was Morgan Stanley, an estimated $122M added.
- The largest Middleby seller in Q4 2023 was AllianceBernstein, an estimated $79M sold.
Based on aggregated 13F filings for Q4 2023.