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Middlesex Water
MSEX

Overview Fund Activity

202 hedge funds and large institutions have $1.45B invested in Middlesex Water in 2021 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 61 increasing their positions, 65 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+17
Holders Change %
+9.19%
% of All Funds
3.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
35
Increased
61
Reduced
65
Closed
16
Calls
$2.88M
Puts
$204K
Net Calls
+$2.67M
Net Calls Change
+$1.87M

Top Buyers

1
PAMS
Pictet Asset Management (Switzerland)
Switzerland
$76.6M
2
HSBC Holdings
HSBC Holdings
United Kingdom
$8.53M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$8M
4
HighTower Advisors
HighTower Advisors
Illinois
$5.86M
5
First Trust Advisors
First Trust Advisors
Illinois
$24.8M

Top Sellers

1
EVM
Eaton Vance Management
Massachusetts
$18K
2
Invesco
Invesco
Georgia
$40.5M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$182M
4
TCMG
TSP Capital Management Group
New Jersey
$14.5M
5
BlackRock
BlackRock
New York
$330M
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
151
American Portfolios Advisors
New York
$188K -$4.69K -39 -2%
CSS
152
Cubist Systematic Strategies
Connecticut
$183K +$183K +1,521 New
EI
153
Ellevest Inc
New York
$182K -$48.7K -406 -21%
CFN
154
Cordasco Financial Network
Florida
$175K +$360 +3 +0.2%
AIP
155
Ameritas Investment Partners
Nebraska
$168K – – –
FFC
156
First Financial Corp
Indiana
$150K – – –
HR
157
Howe & Rusling
New York
$136K – – –
CWP
158
Concord Wealth Partners
Virginia
$132K +$60K +500 +83%
CCA
159
Column Capital Advisors
Indiana
$120K – – –
CSB
160
City State Bank
Iowa
$116K +$116K +967 New
Nisa Investment Advisors
161
Nisa Investment Advisors
Missouri
$113K +$111K +1,100 +5,500%
WBC
162
West Branch Capital
Massachusetts
$99K – – –
BWM
163
Baystate Wealth Management
Massachusetts
$98K +$240 +2 +0.2%
AssetMark Inc
164
AssetMark Inc
California
$96K +$96K +800 New
TCWM
165
Total Clarity Wealth Management
Illinois
$90K – – –
NL
166
NVWM LLC
Pennsylvania
$84K – – –
EW
167
Evoke Wealth
California
$84K – – –
NSIM
168
North Star Investment Management
Illinois
$75K – – –
PHK
169
Point72 Hong Kong
Hong Kong
$65K +$65K +539 New
HI
170
Harbour Investments
Wisconsin
$60K -$132K -1,100 -69%
CTC
171
Central Trust Company
Missouri
$60K – – –
PP
172
PFS Partners
New Jersey
$54K +$54K +449 New
S
173
Surevest
California
$54K +$54K +453 New
UB
174
UMB Bank
Missouri
$48K +$48K +400 New
SBL
175
Sargent Bickham Lagudis
Colorado
$45K – – –
5 6
7
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