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Middlesex Water
MSEX

Overview Fund Activity

185 hedge funds and large institutions have $827M invested in Middlesex Water in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 55 increasing their positions, 66 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+1
Holders Change %
+0.54%
% of All Funds
2.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
55
Reduced
66
Closed
20
Calls
$1.43M
Puts
$133K
Net Calls
+$1.3M
Net Calls Change
-$525K

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$81.7M
2
BlackRock
2
BlackRock
New York
$213M
3
KBC Group
3
KBC Group
Belgium
$17.1M
4
SG Americas Securities
4
SG Americas Securities
New York
$2.16M
5
TAM
5
Thematics Asset Management
France
$6.29M

Top Sellers

1
State of Wisconsin Investment Board
1
State of Wisconsin Investment Board
Wisconsin
$0
2
Invesco
2
Invesco
Georgia
$21.6M
3
Citadel Advisors
3
Citadel Advisors
Florida
$482K
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$3.26M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$1.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAG
126
Crestwood Advisors Group
Massachusetts
$212K +$212K +3,200 New
MOACM
127
Mutual of America Capital Management
New York
$206K -$22.7K -343 -10%
HCM
128
Hudson Capital Management
New Jersey
$202K – – –
Public Employees Retirement Association of Colorado
129
Public Employees Retirement Association of Colorado
Colorado
$196K -$5.88K -89 -3%
Daiwa Securities Group
130
Daiwa Securities Group
Japan
$192K +$111K +1,685 +138%
Skandinaviska Enskilda Banken (SEB)
131
Skandinaviska Enskilda Banken (SEB)
Sweden
$172K -$33.1K -500 -16%
SWM
132
Spire Wealth Management
Virginia
$155K -$140K -2,118 -48%
AIP
133
Ameritas Investment Partners
Nebraska
$115K +$22.8K +344 +25%
GRP
134
Global Retirement Partners
California
$97K +$4.27K +66 +5%
KC
135
Kepos Capital
New York
$91K -$2.18K -33 -2%
DJSG
136
D.J. St. Germain
Massachusetts
$88.2K – – –
FFC
137
First Financial Corp
Indiana
$82.8K – – –
MLICM
138
Metropolitan Life Insurance Company (MetLife)
New York
$68K +$5.7K +86 +9%
CCA
139
Column Capital Advisors
Indiana
$66.3K – – –
PFA
140
Pathway Financial Advisers
Indiana
$65.9K +$65.9K +994 New
CSB
141
City State Bank
Iowa
$64K – – –
CWP
142
Concord Wealth Partners
Virginia
$59.9K +$66 +1 +0.1%
CFD
143
Creative Financial Designs
Indiana
$59.3K +$24.2K +365 +69%
FPF
144
First Pacific Financial
Washington
$58.6K – – –
OAM
145
Ostrum Asset Management
France
$55.5K +$55.5K +837 New
BWM
146
Baystate Wealth Management
Massachusetts
$55.4K +$199 +3 +0.4%
PI
147
PEAK6 Investments
Illinois
$49.5K +$49.5K +747 New
WBC
148
West Branch Capital
Massachusetts
$48.6K – – –
NIMI
149
Natixis Investment Managers International
France
$48.2K +$20.2K +305 +72%
NSIM
150
North Star Investment Management
Illinois
$41.4K – – –
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6
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