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Middlesex Water
MSEX

201 hedge funds and large institutions have $765M invested in Middlesex Water in 2025 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 64 increasing their positions, 75 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

527% more call options, than puts

Call options by funds: $1.31M | Put options by funds: $209K

2.1% more ownership

Funds ownership: 79.6% → 81.7% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less capital invested

Capital invested by funds: $776M → $765M (-$11.2M)

6% less funds holding

Funds holding: 214 → 201 (-13)

15% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 75

32% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 34

Holders
201
Holders Change
-13
Holders Change %
-6.07%
% of All Funds
2.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
23
Increased
64
Reduced
75
Closed
34
Calls
$1.31M
Puts
$209K
Net Calls
+$1.1M
Net Calls Change
+$371K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$30.3M
2
Neuberger Berman Group
Neuberger Berman Group
New York
+$27.5M
3
BlackRock
BlackRock
New York
+$5.23M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$3.56M
5
ACG
Aventail Capital Group
New York
+$2.45M

Top Sellers

1
TCMG
TSP Capital Management Group
New Jersey
-$6.41M
2
Goldman Sachs
Goldman Sachs
New York
-$4.64M
3
Renaissance Technologies
Renaissance Technologies
New York
-$4.61M
4
Jane Street
Jane Street
New York
-$4.2M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$3.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
$2.87M -$1.17M -21,671 -28%
RhumbLine Advisers
27
RhumbLine Advisers
Massachusetts
$2.58M -$164K -3,052 -6%
PCM
28
Penn Capital Management
Pennsylvania
$2.57M +$605K +11,251 +28%
NAMM
29
NorthStar Asset Management (Massachusetts)
Massachusetts
$2.38M -$251K -4,667 -9%
ACG
30
Aventail Capital Group
New York
$2.29M +$2.45M +45,509 New
ETC
31
Exchange Traded Concepts
Oklahoma
$2.04M +$15.6K +291 +0.7%
American Century Companies
32
American Century Companies
Missouri
$1.99M -$450K -8,361 -17%
N
33
Nuveen
North Carolina
$1.96M -$41.8K -778 -2%
NIG
34
NFJ Investment Group
Texas
$1.92M -$106K -1,973 -5%
Ameriprise
35
Ameriprise
Minnesota
$1.92M -$274K -5,100 -12%
Swiss National Bank
36
Swiss National Bank
Switzerland
$1.79M +$43K +800 +2%
Corient Private Wealth
37
Corient Private Wealth
Florida
$1.71M +$1.28M +23,804 +234%
QCM
38
Quantinno Capital Management
New York
$1.46M +$355K +6,594 +29%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$1.46M -$26.8K -498 -2%
TD Asset Management
40
TD Asset Management
Ontario, Canada
$1.45M +$91.3K +1,698 +6%
Barclays
41
Barclays
United Kingdom
$1.44M +$180K +3,341 +13%
JP Morgan Chase
42
JP Morgan Chase
New York
$1.42M -$385K -7,166 -20%
T. Rowe Price Associates
43
T. Rowe Price Associates
Maryland
$1.41M +$195K +3,619 +15%
OC
44
Oppenheimer & Co
New York
$1.38M +$32.3K +601 +2%
LPL Financial
45
LPL Financial
California
$1.31M -$124K -2,308 -8%
Wells Fargo
46
Wells Fargo
California
$1.29M +$441K +8,211 +47%
CP
47
CenterBook Partners
Connecticut
$1.22M +$448K +8,326 +53%
HighTower Advisors
48
HighTower Advisors
Illinois
$1.17M +$1.83K +34 +0.1%
AQR Capital Management
49
AQR Capital Management
Connecticut
$1.14M -$1.37M -25,390 -53%
CFM
50
Catalyst Funds Management
Australia
$1.08M -$74.7K -1,390 -6%
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MSEX Hedge Fund Activity: Q4 2025 in Review

201 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Middlesex Water (MSEX) for Q4 2025, worth a combined $765M — down 1.4% from $776M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of MSEX and 23 opened new positions — a net loss of 11 holders — while 75 trimmed existing stakes and 64 added.

The largest buyer was Morgan Stanley, adding an estimated $30.3M. The largest seller was TSP Capital Management Group, exiting entirely with an estimated $6.41M sold.

  • 201 institutional investors held Middlesex Water (MSEX) as of Q4 2025, down from 214 in Q3 2025.
  • Funds reported $765M of Middlesex Water stock for Q4 2025, down 1.4% quarter-over-quarter.
  • 23 funds opened new Middlesex Water positions in Q4 2025 and 34 closed out, a net change of -11 holders.
  • The largest Middlesex Water buyer in Q4 2025 was Morgan Stanley, an estimated $30.3M added.
  • The largest Middlesex Water seller in Q4 2025 was TSP Capital Management Group, an estimated $6.41M sold.

Based on aggregated 13F filings for Q4 2025.