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Middlesex Water
MSEX

Overview Fund Activity

214 hedge funds and large institutions have $738M invested in Middlesex Water in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 92 increasing their positions, 53 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
-1
Holders Change %
-0.47%
% 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
27
Increased
92
Reduced
53
Closed
23
Calls
$720K
Puts
$43K
Net Calls
+$677K
Net Calls Change
-$27K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$13.1M
2
BlackRock
2
BlackRock
New York
$179M
3
Legal & General Group
3
Legal & General Group
United Kingdom
$15.5M
4
Bank of America
4
Bank of America
North Carolina
$4.76M
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$81.8M

Top Sellers

1
Amundi
1
Amundi
France
$0
2
TCMG
2
TSP Capital Management Group
New Jersey
$6.05M
3
State Street
3
State Street
Massachusetts
$37.4M
4
DFCM
4
Dark Forest Capital Management
Puerto Rico
$0
5
First Trust Advisors
5
First Trust Advisors
Illinois
$36M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMII
201
Farmers & Merchants Investments Inc
Nebraska
$650 – – –
LFG
202
Larson Financial Group
Missouri
$650 +$163 +3 +33%
NC
203
NewSquare Capital
Pennsylvania
$596 +$596 +11 New
IA
204
IFP Advisors
Florida
$595 -$26.1K -483 -98%
HNB
205
Huntington National Bank
Ohio
$433 – – –
FFO
206
Fortitude Family Office
Arizona
$433 +$433 +8 New
BTI
207
Blue Trust Inc
Georgia
$379 +$379 +7 New
CT
208
Clearstead Trust
Maine
$326 +$326 +6 New
TFM
209
TFC Financial Management
Massachusetts
$276 – – –
AGWCA
210
Annis Gardner Whiting Capital Advisors
Florida
$271 +$271 +5 New
CPG
211
Cornerstone Planning Group
New Jersey
$260 +$260 +5 New
PS
212
Principal Securities
Iowa
$217 +$217 +4 New
QWM
213
Quaker Wealth Management
New Jersey
$163 +$163 +3 New
AWM
214
Abound Wealth Management
Tennessee
$109 -$55 -1 -33%
Amundi
215
Amundi
France
– -$7.97M -119,762 Closed
DFCM
216
Dark Forest Capital Management
Puerto Rico
– -$3.36M -52,371 Closed
GS
217
GWN Securities
Florida
– -$1.45M -26,298 Closed
Assenagon Asset Management
218
Assenagon Asset Management
Luxembourg
– -$1.5M -23,357 Closed
WG
219
Winton Group
United Kingdom
– -$1.36M -21,264 Closed
Marshall Wace
220
Marshall Wace
United Kingdom
– -$1.33M -20,688 Closed
XT
221
XTX Topco
Cayman Islands
– -$793K -12,364 Closed
CF
222
Corebridge Financial
Texas
– -$592K -9,230 Closed
GCM
223
Graham Capital Management
Connecticut
– -$491K -7,666 Closed
VI
224
Versor Investments
New York
– -$359K -5,600 Closed
EI
225
Ellevest Inc
New York
– -$299K -4,662 Closed
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9
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