Middleby
MIDD
358 hedge funds and large institutions have $6.75B invested in Middleby in 2024 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 124 increasing their positions, 123 reducing their positions, and 61 closing their positions.
1.42% more ownership
Funds ownership: 100.82% → 102.24% (+1.4%)
1% more repeat investments, than reductions
Existing positions increased: 124 | Existing positions reduced: 123
4% less funds holding
Funds holding: 372 → 358 (-14)
13% less first-time investments, than exits
New positions opened: 53 | Existing positions closed: 61
22% less capital invested
Capital invested by funds: $8.68B → $6.75B (-$1.94B)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
65% less call options, than puts
Call options by funds: $42.1M | Put options by funds: $119M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$130M |
| 2 |
Select Equity Group
New York
|
+$115M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$37.2M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$32M |
| 5 |
RC
Rivulet Capital
Summit,
New Jersey
|
+$29.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$87.5M |
| 2 |
Nordea Investment Management
Stockholm,
Sweden
|
-$46.6M |
| 3 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$45.7M |
| 4 |
JP Morgan Chase
New York
|
-$28.4M |
| 5 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$28.2M |
MIDD Hedge Fund Activity: Q2 2024 in Review
358 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q2 2024, worth a combined $6.75B — down 22% from $8.68B a quarter earlier.
Sellers outnumbered buyers: 61 funds closed out of MIDD and 53 opened new positions — a net loss of 8 holders — while 123 trimmed existing stakes and 124 added.
The largest buyer was Pacer Advisors, adding an estimated $130M. The largest seller was Fiera Capital (Canada), cutting an estimated $87.5M.
- 358 institutional investors held Middleby (MIDD) as of Q2 2024, down from 372 in Q1 2024.
- Funds reported $6.75B of Middleby stock for Q2 2024, down 22% quarter-over-quarter.
- 53 funds opened new Middleby positions in Q2 2024 and 61 closed out, a net change of -8 holders.
- The largest Middleby buyer in Q2 2024 was Pacer Advisors, an estimated $130M added.
- The largest Middleby seller in Q2 2024 was Fiera Capital (Canada), an estimated $87.5M sold.
Based on aggregated 13F filings for Q2 2024.