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Middlesex Water

219 hedge funds and large institutions have $793M invested in Middlesex Water in 2026 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 73 increasing their positions, 66 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,056% more call options, than puts

Call options by funds: $1.15M | Put options by funds: $16K

164% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 14

11% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 66

9% more funds holding

Funds holding: 201219 (+18)

4% more capital invested

Capital invested by funds: $765M → $793M (+$28M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.59% less ownership

Funds ownership: 81.7%81.1% (-0.59%)

Holders
219
Holders Change
+18
Holders Change %
+8.96%
% of All Funds
2.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
37
Increased
73
Reduced
66
Closed
14
Calls
$1.15M
Puts
$16K
Net Calls
+$1.13M
Net Calls Change
+$27K
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
201
Rothschild Investment LLC
Illinois
$1.41K +$1.16K +22 +440%
FFO
202
Fortitude Family Office
Arizona
$1.2K -$3.42K -65 -74%
VWM
203
Vermillion Wealth Management
Minnesota
$1.02K +$53 +1 +5%
PWMG
204
Private Wealth Management Group
New Jersey
$885
FMII
205
Farmers & Merchants Investments Inc
Nebraska
$625
PFBT
206
Parkside Financial Bank & Trust
Missouri
$625
IA
207
IFP Advisors
Florida
$520 -$1.74K -33 -77%
TPWA
208
Twin Peaks Wealth Advisors
California
$416 +$421 +8 New
GWM
209
Gilpin Wealth Management
Colorado
$365 +$263 +5 +250%
AssetMark Inc
210
AssetMark Inc
California
$364
AW
211
Ankerstar Wealth
Texas
$364 +$105 +2 +40%
TFM
212
TFC Financial Management
Massachusetts
$271
QWM
213
Quaker Wealth Management
New Jersey
$157
AWM
214
Abound Wealth Management
Tennessee
$105
ASN
215
Advisory Services Network
Georgia
$104 +$105 +2 New
HFS
216
Hughes Financial Services
Virginia
$52
CIAM
217
Caitong International Asset Management
Hong Kong
$52 +$53 +1 New
SS
218
SBI Securities
Japan
$52 +$53 +1 New
SS
219
Sunbelt Securities
Texas
$52 +$53 +1 New
ACG
220
Aventail Capital Group
New York
-$2.29M -45,509 Closed
American Century Companies
221
American Century Companies
Missouri
-$1.99M -39,483 Closed
CFM
222
Catalyst Funds Management
Australia
-$1.08M -21,488 Closed
ECM
223
ExodusPoint Capital Management
New York
-$800K -15,863 Closed
IEFM
224
IQ EQ Fund Management
Ireland
-$793K -15,722 Closed
Verition Fund Management
225
Verition Fund Management
Connecticut
-$438K -8,688 Closed

MSEX Hedge Fund Activity: Q1 2026 in Review

219 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Middlesex Water (MSEX) for Q1 2026, worth a combined $793M — up 3.7% from $765M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new MSEX positions and 14 closed out — a net gain of 23 holders — while 73 added to existing stakes and 66 trimmed.

The largest buyer was Mirova, opening a new position worth an estimated $10.3M. The largest seller was BlackRock, cutting an estimated $23M.

  • 219 institutional investors held Middlesex Water (MSEX) as of Q1 2026, up from 201 in Q4 2025.
  • Funds reported $793M of Middlesex Water stock for Q1 2026, up 3.7% quarter-over-quarter.
  • 37 funds opened new Middlesex Water positions in Q1 2026 and 14 closed out, a net change of +23 holders.
  • The largest Middlesex Water buyer in Q1 2026 was Mirova, an estimated $10.3M added.
  • The largest Middlesex Water seller in Q1 2026 was BlackRock, an estimated $23M sold.

Based on aggregated 13F filings for Q1 2026.