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Middlesex Water
MSEX

Overview Fund Activity

197 hedge funds and large institutions have $678M invested in Middlesex Water in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 68 increasing their positions, 68 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
+7
Holders Change %
+3.68%
% 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
26
Increased
68
Reduced
68
Closed
18
Calls
$1.02M
Puts
$308K
Net Calls
+$716K
Net Calls Change
+$65K

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$65.8M
2
CRM
2
Cramer Rosenthal McGlynn
Connecticut
$7.13M
3
Goldman Sachs
3
Goldman Sachs
New York
$6.55M
4
TAM
4
Thematics Asset Management
France
$8.94M
5
DPIM
5
Duff & Phelps Investment Management
Illinois
$2.02M

Top Sellers

1
Invesco
1
Invesco
Georgia
$14.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$28.2M
3
FP
3
Foundry Partners
Minnesota
$0
4
State of New Jersey Common Pension Fund D
4
State of New Jersey Common Pension Fund D
New Jersey
$0
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$3.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
151
GAMMA Investing
California
$64.3K +$33.3K +637 +107%
KC
152
Kepos Capital
New York
$61K -$22.3K -426 -27%
US Bancorp
153
US Bancorp
Minnesota
$57.8K +$15.3K +292 +36%
SWM
154
Spire Wealth Management
Virginia
$52.3K +$314 +6 +0.6%
PFA
155
Pathway Financial Advisers
Indiana
$52K +$52 +1 +0.1%
CSB
156
City State Bank
Iowa
$50.5K – – –
CWP
157
Concord Wealth Partners
Virginia
$47.5K +$104 +2 +0.2%
CAM
158
Clarity Asset Management
Iowa
$41.1K +$470 +9 +1%
CFM
159
Catalyst Funds Management
Australia
$39.7K -$105K -2,000 -72%
BAMF
160
BI Asset Management Fondsmaeglerselskab
Denmark
$39K +$39K +751 New
NSIM
161
North Star Investment Management
Illinois
$32.7K – – –
WBC
162
West Branch Capital
Massachusetts
$29.6K – – –
IA
163
IFP Advisors
Florida
$26.1K +$26.1K +500 New
HI
164
Harbour Investments
Wisconsin
$23.5K – – –
PP
165
PFS Partners
New Jersey
$23.5K – – –
S
166
SignatureFD
Georgia
$22.9K -$21.4K -409 -48%
CTC
167
Central Trust Company
Missouri
$22.2K – – –
LC
168
Lindbrook Capital
California
$19.7K +$3.29K +63 +20%
Fifth Third Bancorp
169
Fifth Third Bancorp
Ohio
$19K +$2.35K +45 +14%
MPWT
170
MassMutual Private Wealth & Trust
Connecticut
$17.6K +$3.24K +62 +23%
Mitsubishi UFJ Asset Management
171
Mitsubishi UFJ Asset Management
Japan
$17.1K – – –
HDIM
172
Hanson & Doremus Investment Management
Vermont
$16K – – –
GEA
173
Glen Eagle Advisors
New Jersey
$15.7K -$16.5K -315 -51%
Northwestern Mutual Wealth Management
174
Northwestern Mutual Wealth Management
Wisconsin
$15.7K +$15.7K +300 New
Nisa Investment Advisors
175
Nisa Investment Advisors
Missouri
$14.5K +$13.3K +255 +1,159%
5 6
7
8 9