Middleby
MIDD
347 hedge funds and large institutions have $7.81B invested in Middleby in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 112 increasing their positions, 120 reducing their positions, and 45 closing their positions.
18% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 45
15% more capital invested
Capital invested by funds: $6.78B → $7.81B (+$1.03B)
1% more funds holding
Funds holding: 342 → 347 (+5)
0.34% more ownership
Funds ownership: 98.59% → 98.93% (+0.34%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
7% less repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 120
70% less call options, than puts
Call options by funds: $33.2M | Put options by funds: $109M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$118M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$51.7M |
| 3 |
OP
Oldfield Partners
London,
United Kingdom
|
+$44.7M |
| 4 |
Select Equity Group
New York
|
+$40.2M |
| 5 |
PAM
PineStone Asset Management
Montreal,
Quebec, Canada
|
+$27.6M |
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
347 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q4 2023, worth a combined $7.81B — up 15% 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 112 added to existing stakes and 120 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $118M. The largest seller was AllianceBernstein, cutting an estimated $79M.
- 347 institutional investors held Middleby (MIDD) as of Q4 2023, up from 342 in Q3 2023.
- Funds reported $7.81B of Middleby stock for Q4 2023, up 15% 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 JP Morgan Chase, an estimated $118M added.
- The largest Middleby seller in Q4 2023 was AllianceBernstein, an estimated $79M sold.
Based on aggregated 13F filings for Q4 2023.