MSEX icon

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

Top Sellers

1
Amundi
Amundi
France
$0
2
TCMG
TSP Capital Management Group
New Jersey
$6.05M
3
State Street
State Street
Massachusetts
$37.4M
4
DFCM
Dark Forest Capital Management
Puerto Rico
$0
5
First Trust Advisors
First Trust Advisors
Illinois
$36M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$179M +$1.7M +31,358 +1%
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$81.8M +$1.54M +28,443 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$77.2M +$645K +11,905 +0.8%
State Street
4
State Street
Massachusetts
$37.4M -$6.02M -111,041 -14%
First Trust Advisors
5
First Trust Advisors
Illinois
$36M -$2.43M -44,825 -6%
Morgan Stanley
6
Morgan Stanley
New York
$27M -$460K -8,494 -2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$24.1M -$15K -277 -0.1%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$19.3M -$1.29M -23,737 -6%
Invesco
9
Invesco
Georgia
$17.7M +$1.29M +23,872 +8%
Legal & General Group
10
Legal & General Group
United Kingdom
$15.5M +$1.63M +30,086 +12%
LWA
11
Ledgewood Wealth Advisors
New Hampshire
$13.8M – – –
Goldman Sachs
12
Goldman Sachs
New York
$13.1M +$2.76M +50,912 +27%
Renaissance Technologies
13
Renaissance Technologies
New York
$11M +$1.22M +22,500 +12%
Northern Trust
14
Northern Trust
Illinois
$11M -$625K -11,544 -5%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$10.5M +$203K +3,751 +2%
Charles Schwab
16
Charles Schwab
California
$9.85M +$696K +12,839 +8%
TAM
17
Thematics Asset Management
France
$9.26M -$542K -10,000 -6%
First Manhattan
18
First Manhattan
New York
$8.62M -$576K -10,635 -6%
ZP
19
Zimmer Partners
New York
$6.61M +$531K +9,800 +9%
TCMG
20
TSP Capital Management Group
New Jersey
$6.05M -$7M -109,217 Closed
ProShare Advisors
21
ProShare Advisors
Maryland
$6.03M -$236K -4,355 -4%
CRM
22
Cramer Rosenthal McGlynn
Connecticut
$6M -$2.07M -38,277 -26%
Principal Financial Group
23
Principal Financial Group
Iowa
$5.55M +$731K +13,499 +15%
Bank of America
24
Bank of America
North Carolina
$4.76M +$1.59M +29,383 +50%
UBS AM
25
UBS AM
Illinois
$4.05M +$843K +15,557 +26%
1
2 3 4 5