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Middlesex Water
MSEX

Overview Fund Activity

209 hedge funds and large institutions have $712M invested in Middlesex Water in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 70 increasing their positions, 59 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+12
Holders Change %
+6.09%
% of All Funds
2.78%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
29
Increased
70
Reduced
59
Closed
16
Calls
$310K
Puts
$53K
Net Calls
+$257K
Net Calls Change
-$1.05M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$77.4M
2
BlackRock
BlackRock
New York
$183M
3
Jane Street
Jane Street
New York
$4.82M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.87M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$2.62M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$20.5M
2
KBC Group
KBC Group
Belgium
$51K
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$1M
4
Vanguard Group
Vanguard Group
Pennsylvania
$73.2M
5
Invesco
Invesco
Georgia
$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
151
Global Retirement Partners
California
$67K -$12.3K -234 -16%
US Bancorp
152
US Bancorp
Minnesota
$60.6K +$1.37K +26 +2%
PFA
153
Pathway Financial Advisers
Indiana
$52.3K +$53 +1 +0.1%
KBC Group
154
KBC Group
Belgium
$51K -$13.5M -254,409 -100%
CSB
155
City State Bank
Iowa
$50.9K – – –
CWP
156
Concord Wealth Partners
Virginia
$48K +$105 +2 +0.2%
NB
157
NBT Bank
New York
$43.2K – – –
CAM
158
Clarity Asset Management
Iowa
$38.8K +$210 +4 +0.5%
CWM
159
Crowley Wealth Management
Delaware
$36.8K +$36.8K +700 New
BAMF
160
BI Asset Management Fondsmaeglerselskab
Denmark
$35K – – –
NSIM
161
North Star Investment Management
Illinois
$32.9K – – –
Mitsubishi UFJ Asset Management
162
Mitsubishi UFJ Asset Management
Japan
$26.9K +$24.5K +473 +1,006%
IA
163
IFP Advisors
Florida
$26.6K -$323 -6 -1%
AF
164
Allworth Financial
California
$26.6K +$24.4K +500 +1,136%
SCM
165
Sterling Capital Management
North Carolina
$26.2K +$23.2K +440 +772%
HI
166
Harbour Investments
Wisconsin
$23.7K – – –
PP
167
PFS Partners
New Jersey
$23.6K – – –
SAM
168
Smartleaf Asset Management
Massachusetts
$22.4K +$10.7K +201 +91%
CTC
169
Central Trust Company
Missouri
$22.4K – – –
S
170
SignatureFD
Georgia
$21.6K -$789 -15 -4%
SWM
171
Spire Wealth Management
Virginia
$21.3K -$31.7K -602 -60%
MPWT
172
MassMutual Private Wealth & Trust
Connecticut
$20.1K +$1.16K +22 +6%
Fifth Third Bancorp
173
Fifth Third Bancorp
Ohio
$19.1K -$53 -1 -0.3%
LC
174
Lindbrook Capital
California
$17K – – –
HDIM
175
Hanson & Doremus Investment Management
Vermont
$16K – – –
5 6
7
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