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Middlesex Water
MSEX

Overview Fund Activity

159 hedge funds and large institutions have $859M invested in Middlesex Water in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 55 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
+6
Holders Change %
+3.92%
% of All Funds
2.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
47
Reduced
55
Closed
12
Calls
$261K
Puts
$7K
Net Calls
+$254K
Net Calls Change
-$695K

Top Buyers

1
KBC Group
1
KBC Group
Belgium
$30.9M
2
Invesco
2
Invesco
Georgia
$21.3M
3
EVM
3
Eaton Vance Management
Massachusetts
$38.1M
4
DRZID
4
DePrince Race & Zollo Inc (DRZ)
Florida
$4.82M
5
BlackRock
5
BlackRock
New York
$112M

Top Sellers

1
AAMU
1
Amundi Asset Management US
Massachusetts
$2.76M
2
PAMU
2
Pictet Asset Management (UK)
United Kingdom
$39.3M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$27.6M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$2.83M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$40.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFC
126
First Financial Corp
Indiana
$99K – – –
HR
127
Howe & Rusling
New York
$90K – – –
CCA
128
Column Capital Advisors
Indiana
$79K – – –
Bessemer Group
129
Bessemer Group
New Jersey
$77K -$132K -1,666 -63%
BWM
130
Baystate Wealth Management
Massachusetts
$64K +$237 +3 +0.4%
TCWM
131
Total Clarity Wealth Management
Illinois
$59K +$59K +750 New
NL
132
NVWM LLC
Pennsylvania
$55K – – –
EI
133
Ellevest Inc
New York
$51K +$22K +279 +76%
NSIM
134
North Star Investment Management
Illinois
$49K – – –
CWP
135
Concord Wealth Partners
Virginia
$47K – – –
RWB
136
RMR Wealth Builders
New Jersey
$47K +$47K +600 New
EP
137
Eudaimonia Partners
Tennessee
$41K – – –
DekaBank Deutsche Girozentrale
138
DekaBank Deutsche Girozentrale
Germany
$41K +$41K +536 New
CTC
139
Central Trust Company
Missouri
$40K – – –
CAPTRUST Financial Advisors
140
CAPTRUST Financial Advisors
North Carolina
$29K -$3.03K -38 -9%
SBL
141
Sargent Bickham Lagudis
Colorado
$29K – – –
VRM
142
Vectors Research Management
New York
$26K – – –
AF
143
Allworth Financial
California
$24K – – –
GEA
144
Glen Eagle Advisors
New Jersey
$23.7K – – –
Macquarie Group
145
Macquarie Group
Australia
$20K -$9.45K -121 -32%
SWP
146
ShoreHaven Wealth Partners
New Jersey
$20K +$79 +1 +0.4%
BWP
147
Baldwin Wealth Partners
Massachusetts
$16K – – –
US Bancorp
148
US Bancorp
Minnesota
$15K – – –
GWSG
149
GPS Wealth Strategies Group
Colorado
$13K +$13K +170 New
CAM
150
ClariVest Asset Management
California
$12K -$4.87K -60 -29%
3 4 5
6
7