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Middlesex Water
MSEX

Overview Fund Activity

206 hedge funds and large institutions have $1.03B invested in Middlesex Water in 2022 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 56 increasing their positions, 68 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+6
Holders Change %
+3%
% of All Funds
3.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
34
Increased
56
Reduced
68
Closed
25
Calls
$600K
Puts
$554K
Net Calls
+$46K
Net Calls Change
-$658K

Top Buyers

1
State Street
State Street
Massachusetts
$162M
2
Morgan Stanley
Morgan Stanley
New York
$23.3M
3
CSS
Cubist Systematic Strategies
Connecticut
$4.09M
4
PCM
Penn Capital Management
Pennsylvania
$4.08M
5
Vanguard Group
Vanguard Group
Pennsylvania
$119M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$26M
2
MAM
Montanaro Asset Management
United Kingdom
$0
3
BlackRock
BlackRock
New York
$226M
4
TCMG
TSP Capital Management Group
New Jersey
$10.4M
5
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$370K
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
176
Rockefeller Capital Management
New York
$30K +$3.8K +44 +15%
AF
177
Allworth Financial
California
$26K – – –
HDIM
178
Hanson & Doremus Investment Management
Vermont
$26K – – –
ACM
179
Aquatic Capital Management
Illinois
$26K +$8.67K +100 +50%
US Bancorp
180
US Bancorp
Minnesota
$25K +$812 +9 +3%
Northwestern Mutual Wealth Management
181
Northwestern Mutual Wealth Management
Wisconsin
$23K +$22.7K +261 +8,700%
HFS
182
Heritage Financial Services
Massachusetts
$23K +$23K +270 New
VRM
183
Vectors Research Management
New York
$19K – – –
BWP
184
Baldwin Wealth Partners
Massachusetts
$18K – – –
IA
185
IFP Advisors
Florida
$17K – – –
PI
186
PEAK6 Investments
Illinois
$15K +$15K +166 New
Carson Wealth (CWM LLC)
187
Carson Wealth (CWM LLC)
Nebraska
$14K -$1.16K -13 -8%
CFGS
188
Concourse Financial Group Securities
Alabama
$13K – – –
QC
189
Quent Capital
New York
$10K – – –
PCM
190
Penserra Capital Management
California
$10K +$10K +118 New
RAM
191
Riggs Asset Management
Pennsylvania
$8K +$8K +94 New
S
192
SignatureFD
Georgia
$6K -$3.91K -41 -39%
Fifth Third Bancorp
193
Fifth Third Bancorp
Ohio
$6K +$6K +65 New
WT
194
Whittier Trust
California
$6K +$6K +68 New
TWA
195
TCI Wealth Advisors
Arizona
$5K +$5K +56 New
Bessemer Group
196
Bessemer Group
New Jersey
$4K – – –
VCM
197
Versant Capital Management
Arizona
$4K +$900 +9 +29%
QCG
198
Quadrant Capital Group
Ohio
$1K – – –
PA
199
Parallel Advisors
California
$1K +$182 +2 +22%
GRP
200
Global Retirement Partners
California
$1K +$1K +7 New
5 6 7
8
9