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Middlesex Water

219 hedge funds and large institutions have $793M invested in Middlesex Water in 2026 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 73 increasing their positions, 66 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,056% more call options, than puts

Call options by funds: $1.15M | Put options by funds: $16K

164% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 14

11% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 66

9% more funds holding

Funds holding: 201219 (+18)

4% more capital invested

Capital invested by funds: $765M → $793M (+$28M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.59% less ownership

Funds ownership: 81.7%81.1% (-0.59%)

Holders
219
Holders Change
+18
Holders Change %
+8.96%
% of All Funds
2.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
37
Increased
73
Reduced
66
Closed
14
Calls
$1.15M
Puts
$16K
Net Calls
+$1.13M
Net Calls Change
+$27K
Name Holding Trade Value Shares
Change
Change in
Stake
DJSG
151
D.J. St. Germain
Massachusetts
$69.3K
Rockefeller Capital Management
152
Rockefeller Capital Management
New York
$65.1K -$254K -4,826 -79%
SPIA
153
Steward Partners Investment Advisory
New York
$50.5K
CSB
154
City State Bank
Iowa
$50.3K
KBC Group
155
KBC Group
Belgium
$45K +$45.1K +857 New
US Bancorp
156
US Bancorp
Minnesota
$43.8K +$17.3K +328 +64%
NB
157
NBT Bank
New York
$42.7K
PWPS
158
Pinnacle Wealth Planning Services
Ohio
$39.7K -$42K -797 -51%
HI
159
Harbour Investments
Wisconsin
$39.4K +$26.3K +500 +195%
CAM
160
Costello Asset Management
Pennsylvania
$35.9K +$211 +4 +0.6%
NSIM
161
North Star Investment Management
Illinois
$32.5K
CAM
162
Clarity Asset Management
Iowa
$30.2K +$5.11K +97 +20%
AF
163
Allworth Financial
California
$28.5K +$158 +3 +0.6%
LAM
164
Lummis Asset Management
Texas
$28K +$28.9K +550 New
Jones Financial Companies
165
Jones Financial Companies
Missouri
$27.8K +$9.37K +178 +50%
SCM
166
Sterling Capital Management
North Carolina
$27.6K -$19.9K -379 -42%
PA
167
Parallel Advisors
California
$27.1K +$11.2K +212 +69%
Mitsubishi UFJ Asset Management
168
Mitsubishi UFJ Asset Management
Japan
$24.6K +$21.1K +400 +556%
VIS
169
Vega Investment Solutions
France
$24.5K
SL
170
Salomon & Ludwin
Virginia
$24.4K +$11K +209 +86%
Northwestern Mutual Wealth Management
171
Northwestern Mutual Wealth Management
Wisconsin
$23K -$263 -5 -1%
FFA
172
Farther Finance Advisors
California
$22.8K +$10.1K +191 +79%
CTC
173
Central Trust Company
Missouri
$22.1K
Nisa Investment Advisors
174
Nisa Investment Advisors
Missouri
$21.1K -$10.8K -206 -34%
SWM
175
SHP Wealth Management
Massachusetts
$20.8K

MSEX Hedge Fund Activity: Q1 2026 in Review

219 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Middlesex Water (MSEX) for Q1 2026, worth a combined $793M — up 3.7% from $765M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new MSEX positions and 14 closed out — a net gain of 23 holders — while 73 added to existing stakes and 66 trimmed.

The largest buyer was Mirova, opening a new position worth an estimated $10.3M. The largest seller was BlackRock, cutting an estimated $23M.

  • 219 institutional investors held Middlesex Water (MSEX) as of Q1 2026, up from 201 in Q4 2025.
  • Funds reported $793M of Middlesex Water stock for Q1 2026, up 3.7% quarter-over-quarter.
  • 37 funds opened new Middlesex Water positions in Q1 2026 and 14 closed out, a net change of +23 holders.
  • The largest Middlesex Water buyer in Q1 2026 was Mirova, an estimated $10.3M added.
  • The largest Middlesex Water seller in Q1 2026 was BlackRock, an estimated $23M sold.

Based on aggregated 13F filings for Q1 2026.