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Middlesex Water
MSEX

Overview Fund Activity

197 hedge funds and large institutions have $678M invested in Middlesex Water in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 68 increasing their positions, 68 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
+7
Holders Change %
+3.68%
% of All Funds
2.87%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
26
Increased
68
Reduced
68
Closed
18
Calls
$1.02M
Puts
$308K
Net Calls
+$716K
Net Calls Change
+$65K

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$65.8M
2
CRM
2
Cramer Rosenthal McGlynn
Connecticut
$7.13M
3
Goldman Sachs
3
Goldman Sachs
New York
$6.55M
4
TAM
4
Thematics Asset Management
France
$8.94M
5
DPIM
5
Duff & Phelps Investment Management
Illinois
$2.02M

Top Sellers

1
Invesco
1
Invesco
Georgia
$14.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$28.2M
3
FP
3
Foundry Partners
Minnesota
$0
4
State of New Jersey Common Pension Fund D
4
State of New Jersey Common Pension Fund D
New Jersey
$0
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$3.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
176
Catalyst Capital Advisors
New York
$11.5K -$3.14K -60 -21%
MRC
177
Millburn Ridgefield Corp
New York
$11.5K -$3.14K -60 -21%
SAM
178
Smartleaf Asset Management
Massachusetts
$6.66K +$6.66K +126 New
QC
179
Quent Capital
New York
$5.85K – – –
AAP
180
Arax Advisory Partners
Colorado
$3.66K +$3.66K +70 New
PA
181
Parallel Advisors
California
$2.83K -$29.2K -557 -91%
EWA
182
EverSource Wealth Advisors
Alabama
$2.73K -$6.72K -101 -71%
AF
183
Allworth Financial
California
$2.73K -$434 -7 -14%
IAIM
184
International Assets Investment Management
Florida
$2.67K +$2.67K +51 New
TCM
185
Tributary Capital Management
Nebraska
$2.61K – – –
AF
186
Advisornet Financial
Minnesota
$1.31K -$105 -2 -7%
UB
187
UMB Bank
Missouri
$1.2K -$20.1K -385 -94%
GWSG
188
GPS Wealth Strategies Group
Colorado
$1.05K +$1.05K +20 New
PWMG
189
Private Wealth Management Group
New Jersey
$889 -$784 -15 -47%
FFA
190
Farther Finance Advisors
California
$687 +$687 +13 New
PFBT
191
Parkside Financial Bank & Trust
Missouri
$628 +$628 +12 New
FMII
192
Farmers & Merchants Investments Inc
Nebraska
$627 – – –
AWM
193
Abound Wealth Management
Tennessee
$262 – – –
RIL
194
Rothschild Investment LLC
Illinois
$261 +$261 +5 New
LFG
195
Larson Financial Group
Missouri
$209 +$209 +4 New
IC
196
Innealta Capital
Texas
$157 +$157 +3 New
FP
197
Foundry Partners
Minnesota
– -$2.96M -56,400 Closed
State of New Jersey Common Pension Fund D
198
State of New Jersey Common Pension Fund D
New Jersey
– -$2.89M -55,079 Closed
Jacobs Levy Equity Management
199
Jacobs Levy Equity Management
New Jersey
– -$1.11M -21,203 Closed
Tudor Investment Corp
200
Tudor Investment Corp
Connecticut
– -$792K -15,082 Closed
5 6 7
8
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