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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 %
KAS
101
Kestra Advisory Services
Texas
$373K -$16.9K -258 -4%
Millennium Management
102
Millennium Management
New York
$370K +$370K +5,643 New
MMPW
103
Mitchell McLeod Pugh & Williams
Alabama
$366K +$66 +1 +0%
FMTC
104
Farmers & Merchants Trust Company
California
$366K – – –
AAG
105
Armstrong Advisory Group
Massachusetts
$365K -$9.19K -140 -2%
EGM
106
Engineers Gate Manager
New York
$353K +$353K +5,375 New
OPERF
107
Oregon Public Employees Retirement Fund
Oregon
$342K -$1.97K -30 -0.6%
Russell Investments Group
108
Russell Investments Group
United Kingdom
$336K -$20.8K -317 -6%
State Board of Administration of Florida Retirement System
109
State Board of Administration of Florida Retirement System
Florida
$328K – – –
TA
110
Teton Advisors
New York
$328K -$13.1K -200 -4%
Fidelity Investments
111
Fidelity Investments
Massachusetts
$326K +$65.7K +1,001 +25%
ASRS
112
Arizona State Retirement System
Arizona
$326K -$4.79K -73 -1%
Bank of Montreal
113
Bank of Montreal
Ontario, Canada
$320K +$320K +4,704 New
SAA
114
Southeast Asset Advisors
Georgia
$312K – – –
Cambridge Investment Research Advisors
115
Cambridge Investment Research Advisors
Iowa
$311K -$66.8K -1,019 -18%
MCM
116
Manchester Capital Management
Vermont
$307K +$307K +4,675 New
Stifel Financial
117
Stifel Financial
Missouri
$297K +$8.6K +131 +3%
GT
118
Glenmede Trust
Pennsylvania
$295K +$16.9K +258 +6%
Two Sigma Investments
119
Two Sigma Investments
New York
$294K +$44.2K +673 +18%
Handelsbanken Fonder
120
Handelsbanken Fonder
Sweden
$277K +$33.8K +515 +14%
Allspring Global Investments
121
Allspring Global Investments
North Carolina
$275K -$1.9M -28,951 -87%
WS
122
Wedbush Securities
California
$259K +$1.31K +20 +0.5%
Mariner
123
Mariner
Kansas
$257K +$26.8K +409 +12%
Verition Fund Management
124
Verition Fund Management
Connecticut
$257K +$257K +3,914 New
HF
125
HRT Financial
New York
$254K +$254K +3,885 New
3 4
5
6 7