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Middlesex Water
MSEX

Overview Fund Activity

185 hedge funds and large institutions have $827M invested in Middlesex Water in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 55 increasing their positions, 66 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+1
Holders Change %
+0.54%
% of All Funds
2.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
55
Reduced
66
Closed
20
Calls
$1.43M
Puts
$133K
Net Calls
+$1.3M
Net Calls Change
-$525K

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$81.7M
2
BlackRock
2
BlackRock
New York
$213M
3
KBC Group
3
KBC Group
Belgium
$17.1M
4
SG Americas Securities
4
SG Americas Securities
New York
$2.16M
5
TAM
5
Thematics Asset Management
France
$6.29M

Top Sellers

1
State of Wisconsin Investment Board
1
State of Wisconsin Investment Board
Wisconsin
$0
2
Invesco
2
Invesco
Georgia
$21.6M
3
Citadel Advisors
3
Citadel Advisors
Florida
$482K
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$3.26M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$1.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
176
Bell Investment Advisors
California
$994 -$663 -10 -40%
FMII
177
Farmers & Merchants Investments Inc
Nebraska
$795 – – –
ECM
178
Everence Capital Management
Indiana
$502 +$101 +1,530 +25%
AWM
179
Abound Wealth Management
Tennessee
$332 – – –
TWP
180
TFO Wealth Partners
Ohio
$242 +$242 +3 New
PFBT
181
Parkside Financial Bank & Trust
Missouri
$133 -$2.46K -37 -95%
CA
182
Crewe Advisors
Utah
$133 – – –
State of Wisconsin Investment Board
183
State of Wisconsin Investment Board
Wisconsin
– -$3.22M -39,909 Closed
Millennium Management
184
Millennium Management
New York
– -$1.33M -16,530 Closed
HI
185
HBK Investments
Texas
– -$1.15M -14,309 Closed
Tudor Investment Corp
186
Tudor Investment Corp
Connecticut
– -$884K -10,963 Closed
MCM
187
Manchester Capital Management
Vermont
– -$840K -10,414 Closed
Envestnet Asset Management
188
Envestnet Asset Management
Illinois
– -$354K -4,394 Closed
VI
189
Versor Investments
New York
– -$268K -3,319 Closed
JF
190
Jump Financial
Illinois
– -$262K -3,251 Closed
PI
191
PFG Investments
New York
– -$236K -2,921 Closed
AIMCA
192
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$214K -2,658 Closed
Bank of Montreal
193
Bank of Montreal
Ontario, Canada
– -$218K -2,637 Closed
Creative Planning
194
Creative Planning
Kansas
– -$205K -2,537 Closed
MCM
195
McRae Capital Management
New Jersey
– -$202K -2,500 Closed
AF
196
Allworth Financial
California
– -$16.7K -207 Closed
RI
197
Ridgewood Investments
New Jersey
– -$11.3K -140 Closed
BAAM
198
Baker Avenue Asset Management
California
– -$807 -10 Closed
JWA
199
JFS Wealth Advisors
Pennsylvania
– -$323 -4 Closed
AF
200
Advisornet Financial
Minnesota
– -$81 -1 Closed
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