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Middlesex Water
MSEX

Overview Fund Activity

213 hedge funds and large institutions have $736M invested in Middlesex Water in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 92 increasing their positions, 52 reducing their positions, and 23 closing their positions.

Holders
213
Holders Change
-2
Holders Change %
-0.93%
% of All Funds
2.86%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
27
Increased
92
Reduced
52
Closed
23
Calls
$720K
Puts
$43K
Net Calls
+$677K
Net Calls Change
-$27K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$13.1M
2
BlackRock
2
BlackRock
New York
$179M
3
Legal & General Group
3
Legal & General Group
United Kingdom
$15.5M
4
Bank of America
4
Bank of America
North Carolina
$4.76M
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$81.8M

Top Sellers

1
Amundi
1
Amundi
France
$0
2
TCMG
2
TSP Capital Management Group
New Jersey
$6.05M
3
State Street
3
State Street
Massachusetts
$37.4M
4
DFCM
4
Dark Forest Capital Management
Puerto Rico
$0
5
First Trust Advisors
5
First Trust Advisors
Illinois
$36M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$179M 3,295,225 +31,358 +1%
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$81.8M 1,509,741 +28,443 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$77.2M 1,424,282 +11,905 +0.8%
State Street
4
State Street
Massachusetts
$37.4M 691,168 -111,041 -14%
First Trust Advisors
5
First Trust Advisors
Illinois
$36M 663,786 -44,825 -6%
Morgan Stanley
6
Morgan Stanley
New York
$27M 497,639 -8,494 -2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$24.1M 443,850 -277 -0.1%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$19.3M 356,293 -23,737 -6%
Invesco
9
Invesco
Georgia
$17.7M 327,335 +23,872 +8%
Legal & General Group
10
Legal & General Group
United Kingdom
$15.5M 285,680 +30,086 +12%
LWA
11
Ledgewood Wealth Advisors
New Hampshire
$13.8M 254,016 – –
Goldman Sachs
12
Goldman Sachs
New York
$13.1M 241,486 +50,912 +27%
Renaissance Technologies
13
Renaissance Technologies
New York
$11M 202,913 +22,500 +12%
Northern Trust
14
Northern Trust
Illinois
$11M 202,609 -11,544 -5%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$10.5M 193,550 +3,751 +2%
Charles Schwab
16
Charles Schwab
California
$9.85M 181,853 +12,839 +8%
TAM
17
Thematics Asset Management
France
$9.26M 171,000 -10,000 -6%
First Manhattan
18
First Manhattan
New York
$8.62M 159,153 -10,635 -6%
ZP
19
Zimmer Partners
New York
$6.61M 122,057 +9,800 +9%
TCMG
20
TSP Capital Management Group
New Jersey
– – -109,217 Closed
ProShare Advisors
21
ProShare Advisors
Maryland
$6.03M 111,208 -4,355 -4%
CRM
22
Cramer Rosenthal McGlynn
Connecticut
$6M 110,670 -38,277 -26%
Principal Financial Group
23
Principal Financial Group
Iowa
$5.55M 102,432 +13,499 +15%
Bank of America
24
Bank of America
North Carolina
$4.76M 87,776 +29,383 +50%
UBS AM
25
UBS AM
Illinois
$4.05M 74,779 +15,557 +26%
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