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Middleby

387 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, 134 increasing their positions, 118 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

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)

14% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 118

8% more funds holding

Funds holding: 357387 (+30)

0.62% more ownership

Funds ownership: 102.24%102.86% (+0.62%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

76% less call options, than puts

Call options by funds: $33.4M | Put options by funds: $142M

Holders
387
Holders Change
+30
Holders Change %
+8.4%
% of All Funds
5.56%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
72
Increased
134
Reduced
118
Closed
40
Calls
$33.4M
Puts
$142M
Net Calls
-$108M
Net Calls Change
-$31.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Select Equity Group
1
Select Equity Group
New York
$913M +$27M +200,713 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$729M +$12M +89,338 +2%
BlackRock
3
BlackRock
New York
$627M +$355K +2,646 +0.1%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$585M -$13.6M -101,523 -2%
Victory Capital Management
5
Victory Capital Management
Texas
$404M +$5.79M +43,127 +2%
JP Morgan Chase
6
JP Morgan Chase
New York
$317M -$68.5M -510,051 -18%
Bank of America
7
Bank of America
North Carolina
$303M +$117M +871,121 +67%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$259M +$55.5M +413,042 +29%
TCAM
9
Turtle Creek Asset Management
Ontario, Canada
$252M +$6.88M +51,188 +3%
State Street
10
State Street
Massachusetts
$218M +$1.86M +13,813 +0.9%
EARNEST Partners
11
EARNEST Partners
Georgia
$176M +$170M +1,264,523 New
Pacer Advisors
12
Pacer Advisors
Pennsylvania
$158M +$23.1M +171,634 +18%
AI
13
Ariel Investments
Illinois
$157M +$82.7M +616,021 +121%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$153M +$26M +193,616 +21%
AllianceBernstein
15
AllianceBernstein
Tennessee
$134M -$337K -2,511 -0.3%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$130M +$1.2M +8,926 +1%
Morgan Stanley
17
Morgan Stanley
New York
$124M -$17M -126,656 -12%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$118M +$21.5M +160,148 +24%
Principal Financial Group
19
Principal Financial Group
Iowa
$98.8M -$498K -3,708 -0.5%
SEI Investments
20
SEI Investments
Pennsylvania
$87.8M +$74.5M +554,719 +727%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$69.3M -$1.9M -14,113 -3%
EIP
22
Epoch Investment Partners
New York
$68.2M +$1.03M +7,663 +2%
RC
23
Rivulet Capital
New Jersey
$63.1M +$31.4M +233,850 +106%
ACH
24
ArrowMark Colorado Holdings
Colorado
$62.5M -$1.11M -8,258 -2%
Boston Partners
25
Boston Partners
Massachusetts
$59.4M -$383K -2,848 -0.7%