MSEX icon

Middlesex Water

215 hedge funds and large institutions have $887M invested in Middlesex Water in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 57 increasing their positions, 76 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.51% more ownership

Funds ownership: 75.82%77.33% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

25% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 76

Holders
215
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$788K
Puts
$84K
Net Calls
Net Calls Change

Top Sellers

1 -$13.6M
2 -$3.9M
3 -$3.18M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$2.62M
5
HF
HRT Financial
New York
-$2.59M
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
151
Tower Research Capital (TRC)
New York
$134K
BF
152
BOK Financial
Oklahoma
$128K
AIP
153
Ameritas Investment Partners
Nebraska
$112K
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$85K
KBC Group
155
KBC Group
Belgium
$67K
SPIA
156
Steward Partners Investment Advisory
New York
$62.2K
CSB
157
City State Bank
Iowa
$62K
OAM
158
Ostrum Asset Management
France
$58.9K
VIS
159
Vega Investment Solutions
France
$58.9K
CWP
160
Concord Wealth Partners
Virginia
$58.7K
NB
161
NBT Bank
New York
$52.6K
CAM
162
Costello Asset Management
Pennsylvania
$49.6K
CWM
163
Crowley Wealth Management
Delaware
$44.9K
Nisa Investment Advisors
164
Nisa Investment Advisors
Missouri
$42.4K
NSIM
165
North Star Investment Management
Illinois
$40.1K
CAM
166
Clarity Asset Management
Iowa
$38.6K
BAMF
167
BI Asset Management Fondsmaeglerselskab
Denmark
$38K
CI
168
CX Institutional
Indiana
$38K
US Bancorp
169
US Bancorp
Minnesota
$37.6K
CCM
170
Coldstream Capital Management
Washington
$35.2K
AF
171
Allworth Financial
California
$34.2K
IA
172
IFP Advisors
Florida
$32.4K
HI
173
Harbour Investments
Wisconsin
$28.8K
PP
174
PFS Partners
New Jersey
$28.8K
CTC
175
Central Trust Company
Missouri
$27.2K