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Middleby

392 hedge funds and large institutions have $7.96B invested in Middleby in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 120 increasing their positions, 143 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

26% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 47

6.4% more ownership

Funds ownership: 102.86%109.26% (+6.4%)

1% more funds holding

Funds holding: 387392 (+5)

3% more capital invested

Capital invested by funds: $7.69B → $7.96B (+$266M)

16% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 143

87% less call options, than puts

Call options by funds: $49.5M | Put options by funds: $396M

Holders
392
Holders Change
+5
Holders Change %
+1.29%
% of All Funds
5.16%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.09%
New
59
Increased
120
Reduced
143
Closed
47
Calls
$49.5M
Puts
$396M
Net Calls
-$346M
Net Calls Change
-$238M
Name Holding Trade Value Shares
Change
Change in
Stake
Select Equity Group
1
Select Equity Group
New York
$852M -$37.4M -271,533 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$713M +$3M +21,771 +0.4%
BlackRock
3
BlackRock
New York
$636M +$26.6M +192,634 +4%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$541M -$29M -210,559 -5%
Victory Capital Management
5
Victory Capital Management
Texas
$380M -$13.8M -99,903 -3%
Morgan Stanley
6
Morgan Stanley
New York
$322M +$205M +1,485,140 +167%
Bank of America
7
Bank of America
North Carolina
$306M +$11.3M +82,274 +4%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$257M +$4.89M +35,449 +2%
TCAM
9
Turtle Creek Asset Management
Ontario, Canada
$253M +$7.35M +53,276 +3%
State Street
10
State Street
Massachusetts
$221M +$9.18M +66,601 +4%
JP Morgan Chase
11
JP Morgan Chase
New York
$197M -$113M -821,052 -36%
EARNEST Partners
12
EARNEST Partners
Georgia
$178M +$6.54M +47,443 +4%
Assenagon Asset Management
13
Assenagon Asset Management
Luxembourg
$172M +$171M +1,238,767 +4,495%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$169M +$20.8M +150,709 +14%
AI
15
Ariel Investments
Illinois
$162M +$9.93M +72,031 +6%
Pacer Advisors
16
Pacer Advisors
Pennsylvania
$146M -$8.11M -58,844 -5%
AllianceBernstein
17
AllianceBernstein
Tennessee
$133M +$3.24M +23,478 +2%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$127M -$166K -1,203 -0.1%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$115M +$1.52M +11,006 +1%
GIM
20
Garden Investment Management
Connecticut
$102M +$104M +752,737 New
UBS Group
21
UBS Group
Switzerland
$94.8M +$89.4M +648,125 +1,255%
CCP
22
Clarkston Capital Partners
Michigan
$91.9M +$93.5M +678,250 New
SEI Investments
23
SEI Investments
Pennsylvania
$88.7M +$3.25M +23,577 +4%
RC
24
Rivulet Capital
New Jersey
$86M +$25M +181,150 +40%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$74.2M +$6.83M +49,535 +10%

MIDD Hedge Fund Activity: Q4 2024 in Review

392 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q4 2024, worth a combined $7.96B — up 3.5% from $7.69B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new MIDD positions and 47 closed out — a net gain of 12 holders — while 120 added to existing stakes and 143 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $205M. The largest seller was JP Morgan Chase, cutting an estimated $113M.

  • 392 institutional investors held Middleby (MIDD) as of Q4 2024, up from 387 in Q3 2024.
  • Funds reported $7.96B of Middleby stock for Q4 2024, up 3.5% quarter-over-quarter.
  • 59 funds opened new Middleby positions in Q4 2024 and 47 closed out, a net change of +12 holders.
  • The largest Middleby buyer in Q4 2024 was Morgan Stanley, an estimated $205M added.
  • The largest Middleby seller in Q4 2024 was JP Morgan Chase, an estimated $113M sold.

Based on aggregated 13F filings for Q4 2024.