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Middleby
MIDD

Overview Fund Activity

388 hedge funds and large institutions have $7.96B invested in Middleby in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 119 increasing their positions, 140 reducing their positions, and 47 closing their positions.

Holders
388
Holders Change
+6
Holders Change %
+1.57%
% of All Funds
5.17%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.09%
New
60
Increased
119
Reduced
140
Closed
47
Calls
$49.5M
Puts
$396M
Net Calls
-$346M
Net Calls Change
-$238M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$322M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$172M
3
GIM
3
Garden Investment Management
Connecticut
$102M
4
CCP
4
Clarkston Capital Partners
Michigan
$91.9M
5
UBS Group
5
UBS Group
Switzerland
$94.8M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$197M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$16.7M
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$522K
4
PAM
4
PineStone Asset Management
Quebec, Canada
$3.38M
5
Select Equity Group
5
Select Equity Group
New York
$852M
Name Market Value Shares Shares
Change 		Shares
Change %
Select Equity Group
1
Select Equity Group
New York
$852M 6,289,468 -271,533 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$713M 5,260,935 +21,771 +0.4%
BlackRock
3
BlackRock
New York
$636M 4,696,784 +192,634 +4%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$541M 3,997,632 -210,559 -5%
Victory Capital Management
5
Victory Capital Management
Texas
$380M 2,803,279 -99,903 -3%
Morgan Stanley
6
Morgan Stanley
New York
$322M 2,373,725 +1,485,140 +167%
Bank of America
7
Bank of America
North Carolina
$306M 2,261,206 +82,274 +4%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$257M 1,895,553 +35,449 +2%
TCAM
9
Turtle Creek Asset Management
Ontario, Canada
$253M 1,866,359 +53,276 +3%
State Street
10
State Street
Massachusetts
$221M 1,634,532 +66,601 +4%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$197M 1,455,373 -821,052 -36%
EARNEST Partners
12
EARNEST Partners
Georgia
$178M 1,311,966 +47,443 +4%
Assenagon Asset Management
13
Assenagon Asset Management
Luxembourg
$172M 1,266,327 +1,238,767 +4,495%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$169M 1,247,671 +150,709 +14%
AI
15
Ariel Investments
Illinois
$162M 1,198,179 +72,031 +6%
Pacer Advisors
16
Pacer Advisors
Pennsylvania
$146M 1,080,155 -58,844 -5%
AllianceBernstein
17
AllianceBernstein
Tennessee
$133M 985,090 +23,478 +2%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$127M 935,393 -1,203 -0.1%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$115M 846,679 +11,006 +1%
GIM
20
Garden Investment Management
Connecticut
$102M 752,737 +752,737 New
UBS Group
21
UBS Group
Switzerland
$94.8M 699,780 +648,125 +1,255%
CCP
22
Clarkston Capital Partners
Michigan
$91.9M 678,250 +678,250 New
SEI Investments
23
SEI Investments
Pennsylvania
$88.7M 654,641 +23,577 +4%
RC
24
Rivulet Capital
New Jersey
$86M 635,000 +181,150 +40%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$74.2M 547,823 +49,535 +10%
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