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Middlesex Water
MSEX

Overview Fund Activity

190 hedge funds and large institutions have $881M invested in Middlesex Water in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 69 increasing their positions, 58 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+5
Holders Change %
+2.7%
% of All Funds
2.79%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
25
Increased
69
Reduced
58
Closed
18
Calls
$1.67M
Puts
$105K
Net Calls
+$1.57M
Net Calls Change
+$270K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$57M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$26.9M
3
BlackRock
3
BlackRock
New York
$215M
4
FP
4
Foundry Partners
Minnesota
$3.02M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$3.36M

Top Sellers

1
Pictet Asset Management
1
Pictet Asset Management
Switzerland
$49.2M
2
Invesco
2
Invesco
Georgia
$18.6M
3
SG Americas Securities
3
SG Americas Securities
New York
$0
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$275K
5
First Trust Advisors
5
First Trust Advisors
Illinois
$79.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Manulife (Manufacturers Life Insurance)
76
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$562K -$11.2K -170 -2%
Wells Fargo
77
Wells Fargo
California
$562K +$60.2K +918 +12%
OQS
78
Occudo Quantitative Strategies
Florida
$546K +$153K +2,330 +39%
TRCT
79
Tower Research Capital (TRC)
New York
$538K +$500K +7,617 +1,313%
PPW
80
Parcion Private Wealth
Washington
$525K – – –
RJFSA
81
Raymond James Financial Services Advisors
Florida
$525K -$75.9K -1,156 -13%
AB
82
Amalgamated Bank
New York
$502K -$11.6K -177 -2%
ETC
83
Exchange Traded Concepts
Oklahoma
$492K – – –
EI
84
Ethic Inc
New York
$478K +$241K +3,670 +101%
New York State Common Retirement Fund
85
New York State Common Retirement Fund
New York
$476K -$2.1K -32 -0.4%
VOYA Investment Management
86
VOYA Investment Management
Georgia
$476K +$5.45K +83 +1%
CYG
87
Clean Yield Group
Vermont
$474K -$36.7K -560 -7%
AWM
88
Affinity Wealth Management
Delaware
$459K -$65.6K -1,000 -13%
BC
89
Blackhill Capital
New Jersey
$437K – – –
MSRPS
90
Maryland State Retirement & Pension System
Maryland
$429K – – –
Janney Montgomery Scott
91
Janney Montgomery Scott
Pennsylvania
$405K -$1.31K -20 -0.3%
Commonwealth Equity Services
92
Commonwealth Equity Services
Massachusetts
$401K -$6.17K -94 -2%
GIA
93
Guyasuta Investment Advisors
Pennsylvania
$394K – – –
SPIA
94
Steward Partners Investment Advisory
New York
$393K – – –
State of Tennessee, Department of Treasury
95
State of Tennessee, Department of Treasury
Tennessee
$393K -$204K -3,114 -34%
LPL Financial
96
LPL Financial
California
$391K -$45.7K -696 -10%
Squarepoint
97
Squarepoint
New York
$385K +$385K +5,873 New
II
98
Inspire Investing
Idaho
$383K +$78K +1,189 +26%
TRSOTSOK
99
Teachers Retirement System of the State of Kentucky
Kentucky
$374K – – –
State of Wisconsin Investment Board
100
State of Wisconsin Investment Board
Wisconsin
$373K +$373K +5,682 New
2 3
4
5 6