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Middlesex Water
MSEX

Overview Fund Activity

122 hedge funds and large institutions have $323M invested in Middlesex Water in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 38 increasing their positions, 35 reducing their positions, and 5 closing their positions.

Holders
122
Holders Change
–
Holders Change %
0%
% of All Funds
3.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
6
Increased
38
Reduced
35
Closed
5
Calls
$644K
Puts
$173K
Net Calls
+$471K
Net Calls Change
+$468K

Top Buyers

1
TCMG
1
TSP Capital Management Group
New Jersey
$7.29M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$13.7M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$36.2M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$23M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$733K

Top Sellers

1
KBC Group
1
KBC Group
Belgium
$2.33M
2
CEP
2
Chicago Equity Partners
Illinois
$0
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$2.67M
4
TCIM
4
TIAA CREF Investment Management
New York
$2.2M
5
Deutsche Bank
5
Deutsche Bank
Germany
$1.62M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
101
JPMorgan Chase & Co
New York
$84K 2,075 +1,035 +100%
PWM
102
Perigon Wealth Management
California
$79K 2,000 – –
BNP Paribas Financial Markets
103
BNP Paribas Financial Markets
France
$65.5K 1,667 -414 -20%
EMG
104
ETF Managers Group
New Jersey
$56K 1,434 +119 +9%
AIP
105
Ameritas Investment Partners
Nebraska
$47K 1,246 – –
CFN
106
Cordasco Financial Network
Florida
$41K 1,034 +6 +0.6%
LWCFA
107
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$39K 1,000 – –
Zurich Cantonal Bank
108
Zurich Cantonal Bank
Switzerland
$28K 703 – –
EWM
109
Evercore Wealth Management
New York
$27K 700 – –
Barclays
110
Barclays
United Kingdom
$25K 646 +635 +5,773%
IIC
111
Integrated Investment Consultants
Michigan
$21K 525 – –
CHC
112
City Holding Co
West Virginia
$20K 500 – –
Nisa Investment Advisors
113
Nisa Investment Advisors
Missouri
$16K 410 – –
SFG
114
SevenBridge Financial Group
Pennsylvania
$12K 300 – –
IA
115
IFP Advisors
Florida
$12K 300 – –
BWP
116
Baldwin Wealth Partners
Massachusetts
$8K 200 – –
GEA
117
Glen Eagle Advisors
New Jersey
$7.85K 200 – –
NFG
118
Next Financial Group
Texas
$7K 150 – –
FFW
119
Fusion Family Wealth
New York
$4K 100 +100 New
US Bancorp
120
US Bancorp
Minnesota
$2K 44 – –
SEI Investments
121
SEI Investments
Pennsylvania
$2K 42 – –
CEP
122
Chicago Equity Partners
Illinois
– – -23,018 Closed
Cambridge Investment Research Advisors
123
Cambridge Investment Research Advisors
Iowa
– – -5,224 Closed
CG
124
Cutler Group
California
– – -596 Closed
GWM
125
Geneos Wealth Management
Colorado
– – -37 Closed
2 3 4
5
6