MIDD icon

Middleby
MIDD

Overview Fund Activity

343 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, 117 reducing their positions, and 45 closing their positions.

Holders
343
Holders Change
+5
Holders Change %
+1.48%
% of All Funds
5.03%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
53
Increased
113
Reduced
117
Closed
45
Calls
$33.2M
Puts
$109M
Net Calls
-$76M
Net Calls Change
-$29.1M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$304M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$468M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$71.1M
4
OP
4
Oldfield Partners
United Kingdom
$51.7M
5
Select Equity Group
5
Select Equity Group
New York
$729M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$155M
2
Citadel Advisors
2
Citadel Advisors
Florida
$3.09M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$584M
4
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$159M
5
PSC
5
Portman Square Capital
United Kingdom
$6.55M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$750M 5,097,488 +22,978 +0.5%
Select Equity Group
2
Select Equity Group
New York
$729M 4,953,982 +316,271 +7%
BlackRock
3
BlackRock
New York
$656M 4,457,976 -15,830 -0.4%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$584M 3,967,460 -252,711 -6%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$468M 3,181,457 +926,761 +41%
Victory Capital Management
6
Victory Capital Management
Texas
$407M 2,762,555 +59,865 +2%
Morgan Stanley
7
Morgan Stanley
New York
$304M 2,065,734 +958,964 +87%
EIG
8
EdgePoint Investment Group
Ontario, Canada
$291M 1,978,011 -112,501 -5%
Nordea Investment Management
9
Nordea Investment Management
Sweden
$252M 1,696,476 +198,859 +13%
TCAM
10
Turtle Creek Asset Management
Ontario, Canada
$237M 1,613,645 +104,630 +7%
State Street
11
State Street
Massachusetts
$223M 1,517,933 +56,435 +4%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$212M 1,438,669 -12,711 -0.9%
Bank of America
13
Bank of America
North Carolina
$184M 1,248,713 +22,618 +2%
Fiera Capital (Canada)
14
Fiera Capital (Canada)
Quebec, Canada
$159M 1,080,224 -238,329 -18%
AllianceBernstein
15
AllianceBernstein
Tennessee
$155M 1,052,876 -621,557 -37%
SP
16
Sarasin & Partners
United Kingdom
$134M 913,397 -13,855 -1%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$128M 870,826 +27,912 +3%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$106M 709,473 +25,548 +4%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$91M 617,974 +13,632 +2%
Boston Partners
20
Boston Partners
Massachusetts
$74.4M 505,943 +16,813 +3%
PAM
21
PineStone Asset Management
Quebec, Canada
$72.8M 494,461 +217,618 +79%
Balyasny Asset Management
22
Balyasny Asset Management
Illinois
$71.1M 483,214 +406,958 +534%
American Century Companies
23
American Century Companies
Missouri
$66.3M 450,398 +111,503 +33%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$65.8M 446,977 +1,880 +0.4%
ACH
25
ArrowMark Colorado Holdings
Colorado
$56.7M 385,130 -89,878 -19%
1
2 3 4 5