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Middlesex Water
MSEX

Overview Fund Activity

201 hedge funds and large institutions have $940M invested in Middlesex Water in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 75 increasing their positions, 48 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+4
Holders Change %
+2.03%
% of All Funds
3.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
75
Reduced
48
Closed
19
Calls
$1.53M
Puts
$220K
Net Calls
+$1.31M
Net Calls Change
+$372K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$26.1M
2
TCMG
2
TSP Capital Management Group
New Jersey
$9.27M
3
Morgan Stanley
3
Morgan Stanley
New York
$26.1M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$10.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$5.83M

Top Sellers

1
State Street
1
State Street
Massachusetts
$147M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$828K
3
Millennium Management
3
Millennium Management
New York
$9.16M
4
Jane Street
4
Jane Street
New York
$710K
5
ECM
5
Everence Capital Management
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
151
Pathway Financial Advisers
Indiana
$78.2K +$78.2K +994 New
CSB
152
City State Bank
Iowa
$76K – – –
MCC
153
Money Concepts Capital
Florida
$75.1K – – –
CWP
154
Concord Wealth Partners
Virginia
$70.9K +$70.9K +901 New
BWM
155
Baystate Wealth Management
Massachusetts
$65K +$157 +2 +0.2%
WBC
156
West Branch Capital
Massachusetts
$64.9K – – –
NL
157
NVWM LLC
Pennsylvania
$55.1K – – –
NSIM
158
North Star Investment Management
Illinois
$49.2K – – –
Lazard Asset Management
159
Lazard Asset Management
New York
$42K +$42K +546 New
CTC
160
Central Trust Company
Missouri
$39.3K – – –
HI
161
Harbour Investments
Wisconsin
$39.3K – – –
BAM
162
Belpointe Asset Management
Nevada
$38.7K +$38.7K +492 New
NHT
163
New Hampshire Trust
New Hampshire
$36.5K +$36.5K +464 New
Dimensional Fund Advisors
164
Dimensional Fund Advisors
Texas
$35.7K -$75 -949 -0.2%
PP
165
PFS Partners
New Jersey
$35.3K – – –
UB
166
UMB Bank
Missouri
$31K – – –
SWA
167
Sutton Wealth Advisors
Florida
$29.3K – – –
SBL
168
Sargent Bickham Lagudis
Colorado
$29.1K – – –
EI
169
Ellevest Inc
New York
$26K -$1.65K -21 -6%
Point72 Asset Management
170
Point72 Asset Management
Connecticut
$25.3K +$25.3K +322 New
Nisa Investment Advisors
171
Nisa Investment Advisors
Missouri
$25K +$23.9K +300 +2,143%
HDIM
172
Hanson & Doremus Investment Management
Vermont
$24K – – –
GEA
173
Glen Eagle Advisors
New Jersey
$23.6K – – –
Rockefeller Capital Management
174
Rockefeller Capital Management
New York
$23K – – –
Carson Wealth (CWM LLC)
175
Carson Wealth (CWM LLC)
Nebraska
$22K +$8.91K +113 +68%
5 6
7
8 9