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Middlesex Water
MSEX

Overview Fund Activity

209 hedge funds and large institutions have $712M invested in Middlesex Water in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 70 increasing their positions, 59 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+12
Holders Change %
+6.09%
% of All Funds
2.78%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
29
Increased
70
Reduced
59
Closed
16
Calls
$310K
Puts
$53K
Net Calls
+$257K
Net Calls Change
-$1.05M

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$77.4M
2
BlackRock
2
BlackRock
New York
$183M
3
Jane Street
3
Jane Street
New York
$4.82M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$4.87M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$2.62M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$20.5M
2
KBC Group
2
KBC Group
Belgium
$51K
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$1M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$73.2M
5
Invesco
5
Invesco
Georgia
$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
201
Parkside Financial Bank & Trust
Missouri
$632 – – –
FMII
202
Farmers & Merchants Investments Inc
Nebraska
$632 – – –
CSWM
203
Cassady Schiller Wealth Management
Ohio
$632 +$632 +12 New
LFG
204
Larson Financial Group
Missouri
$474 +$263 +5 +125%
HNB
205
Huntington National Bank
Ohio
$421 +$421 +8 New
TFM
206
TFC Financial Management
Massachusetts
$265 – – –
AWM
207
Abound Wealth Management
Tennessee
$211 – – –
SS
208
SBI Securities
Japan
$53 +$53 +1 New
IC
209
IEQ Capital
California
– -$703K -10,776 Closed
EAM
210
Eschler Asset Management
United Kingdom
– -$473K -7,256 Closed
AWM
211
Affinity Wealth Management
Delaware
– -$326K -5,000 Closed
GAM
212
Gotham Asset Management
New York
– -$269K -4,127 Closed
Victory Capital Management
213
Victory Capital Management
Texas
– -$230K -3,525 Closed
ECM
214
Everence Capital Management
Indiana
– -$230K -3,520 Closed
Wealth Enhancement Advisory Services
215
Wealth Enhancement Advisory Services
Minnesota
– -$225K -3,453 Closed
JF
216
Jump Financial
Illinois
– -$215K -3,303 Closed
Marshall Wace
217
Marshall Wace
United Kingdom
– -$212K -3,249 Closed
CAG
218
Crestwood Advisors Group
Massachusetts
– -$210K -3,219 Closed
KC
219
Kepos Capital
New York
– -$71K -1,083 Closed
WBC
220
West Branch Capital
Massachusetts
– -$37K -567 Closed
MRC
221
Millburn Ridgefield Corp
New York
– -$12.1K -185 Closed
BTI
222
Blue Trust Inc
Georgia
– -$1.83K -35 Closed
AF
223
Advisornet Financial
Minnesota
– -$1.63K -25 Closed
MFG
224
Mendota Financial Group
Wisconsin
– -$131 -2 Closed
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