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Middlesex Water
MSEX

Overview Fund Activity

214 hedge funds and large institutions have $738M invested in Middlesex Water in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 92 increasing their positions, 53 reducing their positions, and 23 closing their positions.

Holders
214
Holders Change
-1
Holders Change %
-0.47%
% of All Funds
2.87%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
27
Increased
92
Reduced
53
Closed
23
Calls
$720K
Puts
$43K
Net Calls
+$677K
Net Calls Change
-$27K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$13.1M
2
BlackRock
2
BlackRock
New York
$179M
3
Legal & General Group
3
Legal & General Group
United Kingdom
$15.5M
4
Bank of America
4
Bank of America
North Carolina
$4.76M
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$81.8M

Top Sellers

1
Amundi
1
Amundi
France
$0
2
TCMG
2
TSP Capital Management Group
New Jersey
$6.05M
3
State Street
3
State Street
Massachusetts
$37.4M
4
DFCM
4
Dark Forest Capital Management
Puerto Rico
$0
5
First Trust Advisors
5
First Trust Advisors
Illinois
$36M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
151
Steward Partners Investment Advisory
New York
$52.6K – – –
CSB
152
City State Bank
Iowa
$52.4K – – –
CWP
153
Concord Wealth Partners
Virginia
$49.7K +$108 +2 +0.2%
NB
154
NBT Bank
New York
$44.4K – – –
CWM
155
Crowley Wealth Management
Delaware
$42.5K +$4.61K +85 +12%
CAM
156
Costello Asset Management
Pennsylvania
$42.1K +$217 +4 +0.5%
NSIM
157
North Star Investment Management
Illinois
$33.9K – – –
CI
158
CX Institutional
Indiana
$33K – – –
AF
159
Allworth Financial
California
$29.2K -$704 -13 -2%
CAM
160
Clarity Asset Management
Iowa
$25.8K -$6.77K -125 -21%
Nisa Investment Advisors
161
Nisa Investment Advisors
Missouri
$25.7K -$10.1K -187 -28%
VIS
162
Vega Investment Solutions
France
$25.5K -$24.3K -448 -49%
Northwestern Mutual Wealth Management
163
Northwestern Mutual Wealth Management
Wisconsin
$23.8K +$7.31K +135 +44%
Jones Financial Companies
164
Jones Financial Companies
Missouri
$23.1K +$382 +7 +2%
CTC
165
Central Trust Company
Missouri
$23K – – –
SCM
166
Sterling Capital Management
North Carolina
$22.9K +$8.4K +155 +58%
S
167
SignatureFD
Georgia
$22.7K +$5.96K +110 +36%
QT
168
Quantbot Technologies
New York
$18.3K -$425K -7,843 -96%
Fifth Third Bancorp
169
Fifth Third Bancorp
Ohio
$17.6K +$1.08K +20 +7%
MPWT
170
MassMutual Private Wealth & Trust
Connecticut
$17.1K +$108 +2 +0.6%
SWM
171
Spire Wealth Management
Virginia
$17K +$108 +2 +0.6%
PP
172
PFS Partners
New Jersey
$16.3K -$8.07K -149 -33%
GEA
173
Glen Eagle Advisors
New Jersey
$16.3K – – –
HDIM
174
Hanson & Doremus Investment Management
Vermont
$16K – – –
TFGT
175
TS Financial Group (TSFG)
Illinois
$15K +$53 +1 +0.4%
5 6
7
8 9