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Middlesex Water

219 hedge funds and large institutions have $793M invested in Middlesex Water in 2026 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 73 increasing their positions, 66 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,056% more call options, than puts

Call options by funds: $1.15M | Put options by funds: $16K

164% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 14

11% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 66

9% more funds holding

Funds holding: 201219 (+18)

4% more capital invested

Capital invested by funds: $765M → $793M (+$28M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.59% less ownership

Funds ownership: 81.7%81.1% (-0.59%)

Holders
219
Holders Change
+18
Holders Change %
+8.96%
% of All Funds
2.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
37
Increased
73
Reduced
66
Closed
14
Calls
$1.15M
Puts
$16K
Net Calls
+$1.13M
Net Calls Change
+$27K
Name Holding Trade Value Shares
Change
Change in
Stake
FMTC
101
Farmers & Merchants Trust Company
California
$290K
QC
102
Quadrature Capital
United Kingdom
$289K +$292K +5,556 New
New York State Common Retirement Fund
103
New York State Common Retirement Fund
New York
$289K
Amundi
104
Amundi
France
$285K
Citigroup
105
Citigroup
New York
$276K -$39.1K -742 -12%
MP
106
Mangrove Partners
Connecticut
$275K +$278K +5,289 New
AB
107
Amalgamated Bank
New York
$275K +$4.16K +79 +2%
CCM
108
Cullen Capital Management
New York
$273K +$10.1K +191 +4%
Russell Investments Group
109
Russell Investments Group
United Kingdom
$272K +$17.1K +324 +7%
Pictet Asset Management
110
Pictet Asset Management
Switzerland
$263K +$3.16K +60 +1%
ASRS
111
Arizona State Retirement System
Arizona
$262K -$1.42K -27 -0.5%
KAS
112
Kestra Advisory Services
Texas
$260K +$1.68K +32 +0.6%
TA
113
Teton Advisors
New York
$260K
CAPTRUST Financial Advisors
114
CAPTRUST Financial Advisors
North Carolina
$259K +$262K +4,985 New
PFSRSONJ
115
Police & Firemen's Retirement System of New Jersey
New Jersey
$257K
Manulife (Manufacturers Life Insurance)
116
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$256K -$34.5K -655 -12%
YCM
117
Yousif Capital Management
Michigan
$253K -$158 -3 -0.1%
Janney Montgomery Scott
118
Janney Montgomery Scott
Pennsylvania
$252K +$10.6K +202 +4%
State Board of Administration of Florida Retirement System
119
State Board of Administration of Florida Retirement System
Florida
$249K
Cambridge Investment Research Advisors
120
Cambridge Investment Research Advisors
Iowa
$247K -$297K -5,637 -54%
IIM
121
INTECH Investment Management
Florida
$241K -$141K -2,673 -37%
COPPSERS
122
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$236K -$263 -5 -0.1%
TRSOTSOK
123
Teachers Retirement System of the State of Kentucky
Kentucky
$236K
AI
124
Atria Investments
North Carolina
$233K +$12.4K +235 +6%
Point72 Asset Management
125
Point72 Asset Management
Connecticut
$229K +$231K +4,393 New

MSEX Hedge Fund Activity: Q1 2026 in Review

219 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Middlesex Water (MSEX) for Q1 2026, worth a combined $793M — up 3.7% from $765M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new MSEX positions and 14 closed out — a net gain of 23 holders — while 73 added to existing stakes and 66 trimmed.

The largest buyer was Mirova, opening a new position worth an estimated $10.3M. The largest seller was BlackRock, cutting an estimated $23M.

  • 219 institutional investors held Middlesex Water (MSEX) as of Q1 2026, up from 201 in Q4 2025.
  • Funds reported $793M of Middlesex Water stock for Q1 2026, up 3.7% quarter-over-quarter.
  • 37 funds opened new Middlesex Water positions in Q1 2026 and 14 closed out, a net change of +23 holders.
  • The largest Middlesex Water buyer in Q1 2026 was Mirova, an estimated $10.3M added.
  • The largest Middlesex Water seller in Q1 2026 was BlackRock, an estimated $23M sold.

Based on aggregated 13F filings for Q1 2026.