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Middlesex Water
MSEX

Overview Fund Activity

190 hedge funds and large institutions have $881M invested in Middlesex Water in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 69 increasing their positions, 58 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+5
Holders Change %
+2.7%
% of All Funds
2.79%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
25
Increased
69
Reduced
58
Closed
18
Calls
$1.67M
Puts
$105K
Net Calls
+$1.57M
Net Calls Change
+$270K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$57M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$26.9M
3
BlackRock
3
BlackRock
New York
$215M
4
FP
4
Foundry Partners
Minnesota
$3.02M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$3.36M

Top Sellers

1
Pictet Asset Management
1
Pictet Asset Management
Switzerland
$49.2M
2
Invesco
2
Invesco
Georgia
$18.6M
3
SG Americas Securities
3
SG Americas Securities
New York
$0
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$275K
5
First Trust Advisors
5
First Trust Advisors
Illinois
$79.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
COPPSERS
126
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$252K -$526K -8,022 -68%
ACI
127
Alpha Cubed Investments
California
$252K +$252K +3,840 New
Zurich Cantonal Bank
128
Zurich Cantonal Bank
Switzerland
$248K – – –
Creative Planning
129
Creative Planning
Kansas
$247K +$247K +3,766 New
Daiwa Securities Group
130
Daiwa Securities Group
Japan
$238K +$47.7K +728 +25%
VF
131
Virtu Financial
New York
$221K +$221K +3,364 New
CAG
132
Crestwood Advisors Group
Massachusetts
$212K +$2.1K +32 +1%
WG
133
Winton Group
United Kingdom
$211K -$3.68K -56 -2%
MOACM
134
Mutual of America Capital Management
New York
$205K +$394 +6 +0.2%
ACM
135
Aquatic Capital Management
Illinois
$203K +$203K +3,100 New
Public Employees Retirement Association of Colorado
136
Public Employees Retirement Association of Colorado
Colorado
$195K – – –
CFD
137
Creative Financial Designs
Indiana
$126K +$67.5K +1,028 +115%
AIP
138
Ameritas Investment Partners
Nebraska
$114K – – –
QCG
139
Quadrant Capital Group
Ohio
$94.4K +$85.5K +1,303 +958%
KC
140
Kepos Capital
New York
$94K +$3.61K +55 +4%
DJSG
141
D.J. St. Germain
Massachusetts
$87.4K – – –
GRP
142
Global Retirement Partners
California
$84.8K -$5.67K -94 -6%
FFC
143
First Financial Corp
Indiana
$82K – – –
MLICM
144
Metropolitan Life Insurance Company (MetLife)
New York
$67.3K – – –
PFA
145
Pathway Financial Advisers
Indiana
$65.2K – – –
CSB
146
City State Bank
Iowa
$63K – – –
CWP
147
Concord Wealth Partners
Virginia
$59.4K +$131 +2 +0.2%
FPF
148
First Pacific Financial
Washington
$58.3K +$263 +4 +0.5%
SWM
149
Spire Wealth Management
Virginia
$56.8K -$77.3K -1,346 -58%
BWM
150
Baystate Wealth Management
Massachusetts
$55.2K +$263 +4 +0.5%
4 5
6
7 8