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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.

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
LWA
2
Ledgewood Wealth Advisors
New Hampshire
$14.8M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$26.9M
4
BlackRock
4
BlackRock
New York
$215M
5
FP
5
Foundry Partners
Minnesota
$3.02M

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 Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$215M 3,272,519 +51,146 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$93.7M 1,427,157 +20,712 +1%
First Trust Advisors
3
First Trust Advisors
Illinois
$79.7M 1,214,004 -18,748 -2%
Morgan Stanley
4
Morgan Stanley
New York
$57M 868,634 +485,388 +127%
Pictet Asset Management
5
Pictet Asset Management
Switzerland
$49.2M 750,306 -97,767 -12%
State Street
6
State Street
Massachusetts
$46.4M 706,598 +23,493 +3%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$30.6M 467,032 +1,546 +0.3%
T. Rowe Price Investment Management
8
T. Rowe Price Investment Management
Maryland
$26.9M 409,606 +156,852 +62%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$25.6M 390,542 +22,372 +6%
Invesco
10
Invesco
Georgia
$18.6M 283,930 -42,113 -13%
KBC Group
11
KBC Group
Belgium
$16.7M 255,015 -2,911 -1%
LWA
12
Ledgewood Wealth Advisors
New Hampshire
$14.8M 224,995 +224,995 New
Northern Trust
13
Northern Trust
Illinois
$13.6M 207,052 -7,180 -3%
Renaissance Technologies
14
Renaissance Technologies
New York
$13.5M 206,400 +4,300 +2%
First Manhattan
15
First Manhattan
New York
$12.7M 192,988 +3,267 +2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$11.2M 170,833 -18,103 -10%
Legal & General Group
17
Legal & General Group
United Kingdom
$11.2M 169,936 -4,528 -3%
Charles Schwab
18
Charles Schwab
California
$9.58M 146,041 +7,893 +6%
Amundi
19
Amundi
France
$8.12M 128,959 +4,803 +4%
ProShare Advisors
20
ProShare Advisors
Maryland
$7.82M 119,214 +8,867 +8%
TCMG
21
TSP Capital Management Group
New Jersey
$7.45M 113,484 -1,972 -2%
TAM
22
Thematics Asset Management
France
$6.23M 95,000 – –
Principal Financial Group
23
Principal Financial Group
Iowa
$6.07M 92,565 -2,363 -2%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$3.96M 60,318 +18,878 +46%
Ameriprise
25
Ameriprise
Minnesota
$3.95M 60,153 -4,562 -7%
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