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Middlesex Water
MSEX

Overview Fund Activity

190 hedge funds and large institutions have $881M invested in Middlesex Water in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 69 increasing their positions, 58 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+5
Holders Change %
+2.7%
% of All Funds
2.79%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
25
Increased
69
Reduced
58
Closed
18
Calls
$1.67M
Puts
$105K
Net Calls
+$1.57M
Net Calls Change
+$270K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$57M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$26.9M
3
BlackRock
3
BlackRock
New York
$215M
4
FP
4
Foundry Partners
Minnesota
$3.02M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$3.36M

Top Sellers

1
Pictet Asset Management
1
Pictet Asset Management
Switzerland
$49.2M
2
Invesco
2
Invesco
Georgia
$18.6M
3
SG Americas Securities
3
SG Americas Securities
New York
$0
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$275K
5
First Trust Advisors
5
First Trust Advisors
Illinois
$79.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
176
Lindbrook Capital
California
$2.1K +$2.1K +32 New
Simplex Trading
177
Simplex Trading
Illinois
$2K +$2K +40 New
AssetMark Inc
178
AssetMark Inc
California
$1.18K +$1.18K +18 New
BIA
179
Bell Investment Advisors
California
$1.05K +$66 +1 +7%
Nisa Investment Advisors
180
Nisa Investment Advisors
Missouri
$984 -$131 -2 -12%
FMII
181
Farmers & Merchants Investments Inc
Nebraska
$787 – – –
AWM
182
Abound Wealth Management
Tennessee
$329 – – –
GWS
183
Glassman Wealth Services
Virginia
$328 +$328 +5 New
MPWT
184
MassMutual Private Wealth & Trust
Connecticut
$262 -$1.57K -24 -86%
TWP
185
TFO Wealth Partners
Ohio
$197 – – –
PFBT
186
Parkside Financial Bank & Trust
Missouri
$197 +$66 +1 +50%
JWA
187
JFS Wealth Advisors
Pennsylvania
$197 +$197 +3 New
AF
188
Advisornet Financial
Minnesota
$66 +$66 +1 New
SIC
189
SJS Investment Consulting
Ohio
$66 +$66 +1 New
SG Americas Securities
190
SG Americas Securities
New York
– -$2.16M -32,578 Closed
ECM
191
Everence Capital Management
Indiana
– -$502 -7,570 Closed
QC
192
Quadrature Capital
United Kingdom
– -$500K -7,533 Closed
CP
193
CenterBook Partners
Connecticut
– -$376K -5,680 Closed
Balyasny Asset Management
194
Balyasny Asset Management
Illinois
– -$324K -4,884 Closed
American Century Companies
195
American Century Companies
Missouri
– -$278K -4,197 Closed
Wealth Enhancement Advisory Services
196
Wealth Enhancement Advisory Services
Minnesota
– -$271K -4,088 Closed
TC
197
Trust Company
Kansas
– -$254K -3,840 Closed
TIAA Trust, National Association
198
TIAA Trust, National Association
North Carolina
– -$242K -3,658 Closed
QT
199
Quantbot Technologies
New York
– -$242K -3,652 Closed
HCM
200
Hudson Capital Management
New Jersey
– -$202K -3,047 Closed
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