Middleby
MIDD
388 hedge funds and large institutions have $7.69B invested in Middleby in 2024 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 133 increasing their positions, 118 reducing their positions, and 40 closing their positions.
80% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 40
14% more capital invested
Capital invested by funds: $6.75B → $7.69B (+$946M)
13% more repeat investments, than reductions
Existing positions increased: 133 | Existing positions reduced: 118
8% more funds holding
Funds holding: 358 → 388 (+30)
0.59% more ownership
Funds ownership: 102.24% → 102.83% (+0.59%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
76% less call options, than puts
Call options by funds: $33.4M | Put options by funds: $142M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EARNEST Partners
Atlanta,
Georgia
|
+$170M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$117M |
| 3 |
AI
Ariel Investments
Chicago,
Illinois
|
+$82.7M |
| 4 |
SEI Investments
Oaks,
Pennsylvania
|
+$74.5M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$55.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIG
EdgePoint Investment Group
Toronto,
Ontario, Canada
|
-$239M |
| 2 |
SP
Sarasin & Partners
London,
United Kingdom
|
-$122M |
| 3 |
Nordea Investment Management
Stockholm,
Sweden
|
-$111M |
| 4 |
JP Morgan Chase
New York
|
-$68.5M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$25.9M |
MIDD Hedge Fund Activity: Q3 2024 in Review
388 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q3 2024, worth a combined $7.69B — up 14% from $6.75B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new MIDD positions and 40 closed out — a net gain of 32 holders — while 133 added to existing stakes and 118 trimmed.
The largest buyer was EARNEST Partners, opening a new position worth an estimated $170M. The largest seller was EdgePoint Investment Group, exiting entirely with an estimated $239M sold.
- 388 institutional investors held Middleby (MIDD) as of Q3 2024, up from 358 in Q2 2024.
- Funds reported $7.69B of Middleby stock for Q3 2024, up 14% quarter-over-quarter.
- 72 funds opened new Middleby positions in Q3 2024 and 40 closed out, a net change of +32 holders.
- The largest Middleby buyer in Q3 2024 was EARNEST Partners, an estimated $170M added.
- The largest Middleby seller in Q3 2024 was EdgePoint Investment Group, an estimated $239M sold.
Based on aggregated 13F filings for Q3 2024.