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Middlesex Water

219 hedge funds and large institutions have $793M invested in Middlesex Water in 2026 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 73 increasing their positions, 66 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,056% more call options, than puts

Call options by funds: $1.15M | Put options by funds: $16K

164% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 14

11% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 66

9% more funds holding

Funds holding: 201219 (+18)

4% more capital invested

Capital invested by funds: $765M → $793M (+$28M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.59% less ownership

Funds ownership: 81.7%81.1% (-0.59%)

Holders
219
Holders Change
+18
Holders Change %
+8.96%
% of All Funds
2.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
37
Increased
73
Reduced
66
Closed
14
Calls
$1.15M
Puts
$16K
Net Calls
+$1.13M
Net Calls Change
+$27K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$157M -$23M -436,882 -13%
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$90.7M +$2.25M +42,689 +3%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$80.7M +$1.39M +26,344 +2%
Morgan Stanley
4
Morgan Stanley
New York
$57.7M +$2.16M +41,037 +4%
VCM
5
Vanguard Capital Management
Pennsylvania
$43.1M +$43.6M +827,953 New
State Street
6
State Street
Massachusetts
$38.7M +$736K +13,990 +2%
VPM
7
Vanguard Portfolio Management
Pennsylvania
$25.4M +$25.7M +488,067 New
Geode Capital Management
8
Geode Capital Management
Massachusetts
$24.5M +$286K +5,433 +1%
Legal & General Group
9
Legal & General Group
United Kingdom
$21.1M +$911K +17,301 +4%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$18M +$160K +3,045 +0.9%
Invesco
11
Invesco
Georgia
$15.1M -$893K -16,963 -6%
LWA
12
Ledgewood Wealth Advisors
New Hampshire
$13.2M
TCMG
13
TSP Capital Management Group
New Jersey
$10.9M
Northern Trust
14
Northern Trust
Illinois
$10.3M -$13.3K -252 -0.1%
M
15
Mirova
France
$10.2M +$10.3M +196,000 New
Charles Schwab
16
Charles Schwab
California
$9.99M -$995K -18,902 -9%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$9.24M -$168K -3,187 -2%
ZP
18
Zimmer Partners
New York
$9.21M -$356K -6,754 -4%
Renaissance Technologies
19
Renaissance Technologies
New York
$7.65M +$937K +17,800 +14%
First Manhattan
20
First Manhattan
New York
$7.49M -$176K -3,339 -2%
Goldman Sachs
21
Goldman Sachs
New York
$6.76M -$1.54M -29,226 -18%
VFT
22
Vanguard Fiduciary Trust
Pennsylvania
$6.19M +$6.26M +118,968 New
ProShare Advisors
23
ProShare Advisors
Maryland
$6.18M -$9.26K -176 -0.1%
Principal Financial Group
24
Principal Financial Group
Iowa
$5.49M -$2.3M -43,747 -29%
CRM
25
Cramer Rosenthal McGlynn
Connecticut
$4.87M -$601K -11,409 -11%