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Middlesex Water
MSEX

Overview Fund Activity

184 hedge funds and large institutions have $1.01B invested in Middlesex Water in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 58 increasing their positions, 64 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
-15
Holders Change %
-7.54%
% of All Funds
2.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
58
Reduced
64
Closed
33
Calls
$2.01M
Puts
$185K
Net Calls
+$1.82M
Net Calls Change
-$231K

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$88.3M
2
BlackRock
BlackRock
New York
$256M
3
PAMS
Pictet Asset Management (Switzerland)
Switzerland
$71.2M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$20.4M
5
TAM
Thematics Asset Management
France
$5.65M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$3.22M
2
HSBC Holdings
HSBC Holdings
United Kingdom
$0
3
Millennium Management
Millennium Management
New York
$1.33M
4
Invesco
Invesco
Georgia
$30.2M
5
E
Ergoteles
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
151
Creative Financial Designs
Indiana
$42.8K +$12.7K +157 +42%
CTC
152
Central Trust Company
Missouri
$40.3K – – –
HI
153
Harbour Investments
Wisconsin
$40.3K – – –
PP
154
PFS Partners
New Jersey
$36.2K – – –
NIMI
155
Natixis Investment Managers International
France
$34K +$34K +422 New
UB
156
UMB Bank
Missouri
$32.3K – – –
TRCT
157
Tower Research Capital (TRC)
New York
$27.3K -$53.1K -658 -66%
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$27K +$10K +123 +59%
HDIM
159
Hanson & Doremus Investment Management
Vermont
$24K – – –
AF
160
Allworth Financial
California
$16.7K +$15.2K +188 +989%
BWP
161
Baldwin Wealth Partners
Massachusetts
$16.1K – – –
CFGS
162
Concourse Financial Group Securities
Alabama
$12.1K – – –
RI
163
Ridgewood Investments
New Jersey
$11.3K +$11.3K +140 New
S
164
SignatureFD
Georgia
$9.12K +$4.03K +50 +79%
QC
165
Quent Capital
New York
$9.03K – – –
RAM
166
Riggs Asset Management
Pennsylvania
$7.58K – – –
Bessemer Group
167
Bessemer Group
New Jersey
$5K +$1.19K +15 +31%
Fifth Third Bancorp
168
Fifth Third Bancorp
Ohio
$3.95K -$323 -4 -8%
FFA
169
Farther Finance Advisors
California
$3.15K – – –
PFBT
170
Parkside Financial Bank & Trust
Missouri
$3.15K +$1.61K +20 +105%
VCM
171
Versant Capital Management
Arizona
$2.66K – – –
MPWT
172
MassMutual Private Wealth & Trust
Connecticut
$2.26K +$2.26K +28 New
BIA
173
Bell Investment Advisors
California
$2.02K +$161 +2 +9%
PA
174
Parallel Advisors
California
$1.39K +$326 +4 +31%
Nisa Investment Advisors
175
Nisa Investment Advisors
Missouri
$1.13K – – –
5 6
7
8 9