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Middlesex Water

210 hedge funds and large institutions have $775M invested in Middlesex Water in 2025 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 82 increasing their positions, 58 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 216210 (-6)

10% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 29

Holders
210
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
$774K
Puts
$43K
Net Calls
Net Calls Change

Top Buyers

1 +$54.7M
2 +$6.68M
3 +$6.45M
4
Legal & General Group
Legal & General Group
United Kingdom
+$5.09M
5
BlackRock
BlackRock
New York
+$3.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
126
Cullen Capital Management
New York
$254K
GI
127
GAMMA Investing
California
$252K
COPPSERS
128
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$248K
CYG
129
Clean Yield Group
Vermont
$245K
AI
130
Atria Investments
North Carolina
$240K
State of Tennessee, Department of Treasury
131
State of Tennessee, Department of Treasury
Tennessee
$235K
CCM
132
Coldstream Capital Management
Washington
$227K
QC
133
Quantessence Capital
New York
$221K
OPERF
134
Oregon Public Employees Retirement Fund
Oregon
$217K
AAP
135
Arax Advisory Partners
Colorado
$217K
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$211K
AAG
137
Armstrong Advisory Group
Massachusetts
$191K
KK
138
KLP Kapitalforvaltning
Norway
$189K
Public Employees Retirement Association of Colorado
139
Public Employees Retirement Association of Colorado
Colorado
$161K
BF
140
BOK Financial
Oklahoma
$133K
AIP
141
Ameritas Investment Partners
Nebraska
$80.7K
DJSG
142
D.J. St. Germain
Massachusetts
$72.1K
GRP
143
Global Retirement Partners
California
$68.9K
SCM
144
Sterling Capital Management
North Carolina
$56.8K
PFA
145
Pathway Financial Advisers
Indiana
$53.8K
TRCT
146
Tower Research Capital (TRC)
New York
$53.7K
SPIA
147
Steward Partners Investment Advisory
New York
$52.6K
CSB
148
City State Bank
Iowa
$52.3K
Rockefeller Capital Management
149
Rockefeller Capital Management
New York
$52.1K
CWP
150
Concord Wealth Partners
Virginia
$49.7K