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Middlesex Water
MSEX

Overview Fund Activity

190 hedge funds and large institutions have $881M invested in Middlesex Water in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 69 increasing their positions, 58 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+5
Holders Change %
+2.7%
% of All Funds
2.79%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
25
Increased
69
Reduced
58
Closed
18
Calls
$1.67M
Puts
$105K
Net Calls
+$1.57M
Net Calls Change
+$270K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$57M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$26.9M
3
BlackRock
3
BlackRock
New York
$215M
4
FP
4
Foundry Partners
Minnesota
$3.02M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$3.36M

Top Sellers

1
Pictet Asset Management
1
Pictet Asset Management
Switzerland
$49.2M
2
Invesco
2
Invesco
Georgia
$18.6M
3
SG Americas Securities
3
SG Americas Securities
New York
$0
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$275K
5
First Trust Advisors
5
First Trust Advisors
Illinois
$79.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WBC
151
West Branch Capital
Massachusetts
$48.2K – – –
NIMI
152
Natixis Investment Managers International
France
$47.7K – – –
US Bancorp
153
US Bancorp
Minnesota
$42.5K +$16K +244 +60%
NSIM
154
North Star Investment Management
Illinois
$41K – – –
GEA
155
Glen Eagle Advisors
New Jersey
$40.4K – – –
CAM
156
Clarity Asset Management
Iowa
$38.3K +$38.3K +584 New
HI
157
Harbour Investments
Wisconsin
$29.5K – – –
PP
158
PFS Partners
New Jersey
$29.5K – – –
CTC
159
Central Trust Company
Missouri
$27.9K -$4.92K -75 -15%
UB
160
UMB Bank
Missouri
$26.2K – – –
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$25K +$11.5K +176 +85%
OAM
162
Ostrum Asset Management
France
$24.1K -$30.8K -470 -56%
HDIM
163
Hanson & Doremus Investment Management
Vermont
$20K – – –
CCA
164
Catalyst Capital Advisors
New York
$15.8K -$2.03K -31 -11%
MRC
165
Millburn Ridgefield Corp
New York
$15.8K -$2.03K -31 -11%
S
166
SignatureFD
Georgia
$13.8K +$8.99K +137 +188%
BWP
167
Baldwin Wealth Partners
Massachusetts
$13.1K – – –
GI
168
GAMMA Investing
California
$8.51K +$8.51K +152 New
QC
169
Quent Capital
New York
$7.35K – – –
Fifth Third Bancorp
170
Fifth Third Bancorp
Ohio
$6.63K +$3.41K +52 +106%
Bessemer Group
171
Bessemer Group
New Jersey
$5K +$2.14K +38 +75%
VCM
172
Versant Capital Management
Arizona
$2.95K +$787 +12 +36%
Mitsubishi UFJ Asset Management
173
Mitsubishi UFJ Asset Management
Japan
$2.77K – – –
LFA
174
LGT Financial Advisors
Texas
$2.43K +$2.43K +37 New
PA
175
Parallel Advisors
California
$2.19K -$3.84K -58 -64%
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7
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