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Middlesex Water
MSEX

Overview Fund Activity

132 hedge funds and large institutions have $207M invested in Middlesex Water in 2016 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 37 reducing their positions, and 8 closing their positions.

Holders
132
Holders Change
+16
Holders Change %
+13.79%
% of All Funds
3.52%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
24
Increased
41
Reduced
37
Closed
8
Calls
$185K
Puts
$114K
Net Calls
+$71K
Net Calls Change
+$71K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$21.6M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$10.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$5.87M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$1.26M
5
EI
5
EAM Investors
California
$1.01M

Top Sellers

1
WAM
1
Water Asset Management
New York
$3.7M
2
NSIM
2
North Star Investment Management
Illinois
$1.34M
3
KCM
3
Kennedy Capital Management
Missouri
$0
4
OC
4
Oppenheimer & Co
New York
$3.73M
5
CCB
5
Cutter & Co Brokerage
Missouri
$3.07M
Name Market Value Shares Shares
Change 		Shares
Change %
Canada Life
101
Canada Life
Manitoba, Canada
$83K 2,700 – –
CHC
102
City Holding Co
West Virginia
$77K 2,500 – –
BlackRock
103
BlackRock
New York
$62K 2,032 +1,113 +121%
PWM
104
Perigon Wealth Management
California
$62K 2,000 +2,000 New
Teacher Retirement System of Texas
105
Teacher Retirement System of Texas
Texas
$61K 1,987 +500 +34%
LWCFA
106
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$52K 1,700 – –
Nisa Investment Advisors
107
Nisa Investment Advisors
Missouri
$49K 1,600 +1,600 New
New York State Teachers Retirement System (NYSTRS)
108
New York State Teachers Retirement System (NYSTRS)
New York
$43K 1,400 – –
TRCT
109
Tower Research Capital (TRC)
New York
$39K 1,275 +878 +221%
CFN
110
Cordasco Financial Network
Florida
$31K 1,000 – –
HF
111
Hoxton Financial
West Virginia
$28K 907 – –
FNBSF
112
First National Bank Sioux Falls
South Dakota
$28K 900 – –
EWM
113
Evercore Wealth Management
New York
$25K 800 – –
IA
114
IFP Advisors
Florida
$23K 400 +100 +33%
Zurich Cantonal Bank
115
Zurich Cantonal Bank
Switzerland
$17K 548 – –
IIC
116
Integrated Investment Consultants
Michigan
$17K 525 +525 New
Federated Hermes
117
Federated Hermes
Pennsylvania
$16K 529 +529 New
PG
118
PEAK6 Group
Illinois
$13K 422 +422 New
Creative Planning
119
Creative Planning
Kansas
$12K 402 +200 +99%
JPMorgan Chase & Co
120
JPMorgan Chase & Co
New York
$11K 353 +13 +4%
MFS
121
MSI Financial Services
Massachusetts
$9K 295 – –
RFA
122
Reilly Financial Advisors
California
$9K 300 – –
BWP
123
Baldwin Wealth Partners
Massachusetts
$6K 200 +200 New
NFG
124
Next Financial Group
Texas
$4K 150 -1,725 -92%
Geode Capital Management
125
Geode Capital Management
Massachusetts
$3.88K 125,807 +17,442 +16%
2 3 4
5
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