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Middlesex Water
MSEX

Overview Fund Activity

190 hedge funds and large institutions have $674M invested in Middlesex Water in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 83 increasing their positions, 42 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
–
Holders Change %
0%
% of All Funds
2.75%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
26
Increased
83
Reduced
42
Closed
25
Calls
$882K
Puts
$231K
Net Calls
+$651K
Net Calls Change
-$917K

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$33M
2
BlackRock
BlackRock
New York
+$6.91M
3
Invesco
Invesco
Georgia
+$6.63M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$6.26M
5
Renaissance Technologies
Renaissance Technologies
New York
+$4.11M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$79.7M
2
Pictet Asset Management
Pictet Asset Management
Switzerland
-$39.1M
3
Morgan Stanley
Morgan Stanley
New York
-$14M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$801K
5
Barclays
Barclays
United Kingdom
-$733K
Name Holding Trade Value Shares
Change 		Shares
Change %
SAA
126
Southeast Asset Advisors
Georgia
$249K – – –
CCM
127
Cullen Capital Management
New York
$245K +$245K +4,674 New
Stifel Financial
128
Stifel Financial
Missouri
$235K -$3.36K -64 -1%
CCIA
129
Campbell & Co Investment Adviser
Maryland
$233K +$233K +4,439 New
GT
130
Glenmede Trust
Pennsylvania
$228K -$7.35K -140 -3%
Cambridge Investment Research Advisors
131
Cambridge Investment Research Advisors
Iowa
$227K -$21.6K -413 -9%
LPL Financial
132
LPL Financial
California
$224K -$88.1K -1,678 -28%
WS
133
Wedbush Securities
California
$209K +$1.31K +25 +0.6%
Mariner
134
Mariner
Kansas
$206K +$210 +4 +0.1%
COPPSERS
135
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$202K +$158 +3 +0.1%
Zurich Cantonal Bank
136
Zurich Cantonal Bank
Switzerland
$199K – – –
CFD
137
Creative Financial Designs
Indiana
$176K +$75.3K +1,435 +75%
QCG
138
Quadrant Capital Group
Ohio
$165K +$89.3K +1,701 +118%
Public Employees Retirement Association of Colorado
139
Public Employees Retirement Association of Colorado
Colorado
$156K – – –
CFM
140
Catalyst Funds Management
Australia
$145K +$145K +2,760 New
AIP
141
Ameritas Investment Partners
Nebraska
$91.5K – – –
KC
142
Kepos Capital
New York
$84K +$8.34K +158 +11%
GRP
143
Global Retirement Partners
California
$73.8K – – –
DJSG
144
D.J. St. Germain
Massachusetts
$69.9K – – –
CIBC Private Wealth Group
145
CIBC Private Wealth Group
Georgia
$68.4K +$68.4K +1,334 New
OAM
146
Ostrum Asset Management
France
$55.3K +$36K +686 +187%
SWM
147
Spire Wealth Management
Virginia
$52.2K +$315 +6 +0.6%
PFA
148
Pathway Financial Advisers
Indiana
$52.2K – – –
CSB
149
City State Bank
Iowa
$51K – – –
Allspring Global Investments
150
Allspring Global Investments
North Carolina
$50.6K -$169K -3,221 -77%
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