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Middlesex Water

199 hedge funds and large institutions have $764M invested in Middlesex Water in 2025 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 64 increasing their positions, 74 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

6% less funds holding

Funds holding: 212199 (-13)

14% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 74

32% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 34

Holders
199
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.31M
Puts
$209K
Net Calls
Net Calls Change

Top Sellers

1 -$6.41M
2 -$4.64M
3 -$4.61M
4
Jane Street
Jane Street
New York
-$4.2M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$3.04M
Name Holding Trade Value Shares
Change
Change in
Stake
Public Employees Retirement Association of Colorado
126
Public Employees Retirement Association of Colorado
Colorado
$150K
IAIM
127
International Assets Investment Management
Florida
$128K
Ensign Peak Advisors
128
Ensign Peak Advisors
Utah
$126K
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$112K
ACM
130
Aquatic Capital Management
Illinois
$99.8K
PWPS
131
Pinnacle Wealth Planning Services
Ohio
$78.6K
AIP
132
Ameritas Investment Partners
Nebraska
$75.2K
QCG
133
Quadrant Capital Group
Ohio
$74.5K
DJSG
134
D.J. St. Germain
Massachusetts
$67.2K
GRP
135
Global Retirement Partners
California
$64.7K
SPIA
136
Steward Partners Investment Advisory
New York
$49K
CSB
137
City State Bank
Iowa
$48.8K
CWP
138
Concord Wealth Partners
Virginia
$46.4K
TRCT
139
Tower Research Capital (TRC)
New York
$46.1K
SCM
140
Sterling Capital Management
North Carolina
$45.9K
NB
141
NBT Bank
New York
$41.3K
VCM
142
Versant Capital Management
Arizona
$37K
CAM
143
Costello Asset Management
Pennsylvania
$34.6K
NSIM
144
North Star Investment Management
Illinois
$31.5K
Nisa Investment Advisors
145
Nisa Investment Advisors
Missouri
$30.8K
AF
146
Allworth Financial
California
$27.5K
US Bancorp
147
US Bancorp
Minnesota
$25.9K
CAM
148
Clarity Asset Management
Iowa
$24.4K
VIS
149
Vega Investment Solutions
France
$23.7K
Northwestern Mutual Wealth Management
150
Northwestern Mutual Wealth Management
Wisconsin
$22.5K