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Middlesex Water
MSEX

Overview Fund Activity

197 hedge funds and large institutions have $678M invested in Middlesex Water in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 68 increasing their positions, 68 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
+7
Holders Change %
+3.68%
% of All Funds
2.87%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
26
Increased
68
Reduced
68
Closed
18
Calls
$1.02M
Puts
$308K
Net Calls
+$716K
Net Calls Change
+$65K

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$65.8M
2
CRM
2
Cramer Rosenthal McGlynn
Connecticut
$7.13M
3
Goldman Sachs
3
Goldman Sachs
New York
$6.55M
4
TAM
4
Thematics Asset Management
France
$8.94M
5
DPIM
5
Duff & Phelps Investment Management
Illinois
$2.02M

Top Sellers

1
Invesco
1
Invesco
Georgia
$14.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$28.2M
3
FP
3
Foundry Partners
Minnesota
$0
4
State of New Jersey Common Pension Fund D
4
State of New Jersey Common Pension Fund D
New Jersey
$0
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$3.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
Daiwa Securities Group
101
Daiwa Securities Group
Japan
$375K +$45.9K +878 +14%
YCM
102
Yousif Capital Management
Michigan
$374K -$45.7K -874 -11%
AWM
103
Affinity Wealth Management
Delaware
$366K – – –
CYG
104
Clean Yield Group
Vermont
$362K -$7.84K -150 -2%
Barclays
105
Barclays
United Kingdom
$349K -$483K -9,217 -58%
BC
106
Blackhill Capital
New Jersey
$348K – – –
II
107
Inspire Investing
Idaho
$346K -$9.2K -176 -3%
Fidelity Investments
108
Fidelity Investments
Massachusetts
$334K +$54.6K +1,045 +20%
VOYA Investment Management
109
VOYA Investment Management
Georgia
$327K +$14.2K +271 +5%
MSRPS
110
Maryland State Retirement & Pension System
Maryland
$325K -$10.5K -201 -3%
SPIA
111
Steward Partners Investment Advisory
New York
$313K – – –
Janney Montgomery Scott
112
Janney Montgomery Scott
Pennsylvania
$304K +$2.25K +43 +0.7%
TRSOTSOK
113
Teachers Retirement System of the State of Kentucky
Kentucky
$298K – – –
Royal Bank of Canada
114
Royal Bank of Canada
Ontario, Canada
$298K +$18.3K +350 +7%
XT
115
XTX Topco
Cayman Islands
$295K +$295K +5,648 New
KAS
116
Kestra Advisory Services
Texas
$294K +$52.5K +1,190 +22%
FMTC
117
Farmers & Merchants Trust Company
California
$292K – – –
American Century Companies
118
American Century Companies
Missouri
$289K +$289K +5,526 New
AB
119
Amalgamated Bank
New York
$276K -$25.1K -479 -8%
Verition Fund Management
120
Verition Fund Management
Connecticut
$276K +$276K +5,280 New
HF
121
HRT Financial
New York
$274K -$305K -5,861 -53%
ECM
122
ExodusPoint Capital Management
New York
$267K +$267K +5,108 New
TA
123
Teton Advisors
New York
$261K – – –
ASRS
124
Arizona State Retirement System
Arizona
$261K +$4.97K +95 +2%
State Board of Administration of Florida Retirement System
125
State Board of Administration of Florida Retirement System
Florida
$250K -$105K -2,000 -29%
3 4
5
6 7