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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
State of Wisconsin Investment Board
226
State of Wisconsin Investment Board
Wisconsin
-$419K -8,304 Closed
ACM
227
Aquatic Capital Management
Illinois
-$99.8K -1,979 Closed
CWP
228
Concord Wealth Partners
Virginia
-$46.4K -921 Closed
SSG
229
Summit Securities Group
New York
-$11.1K -221 Closed
QC
230
Quent Capital
New York
-$5.65K -112 Closed
AAP
231
Arax Advisory Partners
Colorado
-$4.79K -95 Closed
CFD
232
Creative Financial Designs
Indiana
-$2.12K -42 Closed
FHA
233
Flagship Harbor Advisors
Massachusetts
-$202 -4 Closed

MSEX Hedge Fund Activity: Q1 2026 in Review

219 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Middlesex Water (MSEX) for Q1 2026, worth a combined $793M — up 3.7% from $765M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new MSEX positions and 14 closed out — a net gain of 23 holders — while 73 added to existing stakes and 66 trimmed.

The largest buyer was Mirova, opening a new position worth an estimated $10.3M. The largest seller was BlackRock, cutting an estimated $23M.

  • 219 institutional investors held Middlesex Water (MSEX) as of Q1 2026, up from 201 in Q4 2025.
  • Funds reported $793M of Middlesex Water stock for Q1 2026, up 3.7% quarter-over-quarter.
  • 37 funds opened new Middlesex Water positions in Q1 2026 and 14 closed out, a net change of +23 holders.
  • The largest Middlesex Water buyer in Q1 2026 was Mirova, an estimated $10.3M added.
  • The largest Middlesex Water seller in Q1 2026 was BlackRock, an estimated $23M sold.

Based on aggregated 13F filings for Q1 2026.