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Middleby
MIDD

Overview Fund Activity

369 hedge funds and large institutions have $8.68B invested in Middleby in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 140 increasing their positions, 108 reducing their positions, and 24 closing their positions.

Holders
369
Holders Change
+26
Holders Change %
+7.58%
% of All Funds
5.35%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
52
Increased
140
Reduced
108
Closed
24
Calls
$29.6M
Puts
$149M
Net Calls
-$120M
Net Calls Change
-$43.9M

Top Buyers

1
Select Equity Group
1
Select Equity Group
New York
$887M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$87.8M
3
EIP
3
Epoch Investment Partners
New York
$57.4M
4
Bank of America
4
Bank of America
North Carolina
$228M
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$19.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$178M
2
Nordea Investment Management
2
Nordea Investment Management
Sweden
$198M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$9.58M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$482M
5
Ameriprise
5
Ameriprise
Minnesota
$17.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Select Equity Group
1
Select Equity Group
New York
$887M 5,513,404 +559,422 +11%
Vanguard Group
2
Vanguard Group
Pennsylvania
$822M 5,113,286 +15,798 +0.3%
BlackRock
3
BlackRock
New York
$724M 4,505,270 +47,294 +1%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$655M 4,074,049 +106,589 +3%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$482M 2,996,206 -185,251 -6%
Victory Capital Management
6
Victory Capital Management
Texas
$446M 2,772,052 +9,497 +0.3%
EIG
7
EdgePoint Investment Group
Ontario, Canada
$321M 1,998,522 +20,511 +1%
State Street
8
State Street
Massachusetts
$251M 1,562,510 +44,577 +3%
TCAM
9
Turtle Creek Asset Management
Ontario, Canada
$251M 1,560,295 -53,350 -3%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$233M 1,450,221 +11,552 +0.8%
Bank of America
11
Bank of America
North Carolina
$228M 1,417,861 +169,148 +14%
Nordea Investment Management
12
Nordea Investment Management
Sweden
$198M 1,236,915 -459,561 -27%
Fiera Capital (Canada)
13
Fiera Capital (Canada)
Quebec, Canada
$180M 1,121,550 +41,326 +4%
Morgan Stanley
14
Morgan Stanley
New York
$178M 1,105,877 -959,857 -46%
AllianceBernstein
15
AllianceBernstein
Tennessee
$169M 1,048,824 -4,052 -0.4%
SP
16
Sarasin & Partners
United Kingdom
$147M 911,502 -1,895 -0.2%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$145M 904,270 +33,444 +4%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$111M 696,509 -12,964 -2%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$101M 628,833 +10,859 +2%
PAM
20
PineStone Asset Management
Quebec, Canada
$88.1M 547,611 +53,150 +11%
Principal Financial Group
21
Principal Financial Group
Iowa
$87.8M 546,320 +349,546 +178%
Boston Partners
22
Boston Partners
Massachusetts
$79.2M 492,948 -12,995 -3%
American Century Companies
23
American Century Companies
Missouri
$73.3M 455,603 +5,205 +1%
OP
24
Oldfield Partners
United Kingdom
$69.8M 434,261 +82,722 +24%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$69.3M 431,300 -15,677 -4%
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