MIDDLESEX WATER CO (MSEX) Institutional Ownership Changes & 13F Activity

MIDDLESEX WATER CO (MSEX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Invesco Ltd., Two Sigma Investments, Lp, Jane Street Group, Llc, Aqr Capital Management Llc, and Dean Investment Associates, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Anchor Investment Management, LlcBuy+2121$1.18KQ2 2026Sep 15, 2026
Manufacturers Life Insurance Company, TheBuy+9+0.2%4,927$276.70KQ2 2026Sep 09, 2026
Citadel Advisors LlcSell-2,999-9.2%29,716$1.67MQ2 2026Sep 02, 2026
Corient Private Wealth LlcBuy+978+5.9%17,591$987.91KQ2 2026Aug 27, 2026
California State Teachers Retirement SystemBuy+5,320+32.5%21,681$1.22MQ2 2026Aug 24, 2026
Mercer Global Advisors IncBuy+5,5095,509$309.39KQ2 2026Aug 19, 2026
Invesco Ltd.Buy+280,212280,212$15.74MQ2 2026Aug 14, 2026
Two Sigma Investments, LpBuy+97,485+148.8%163,002$9.15MQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-82,176-94.7%4,566$256.43KQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+66,694+394.0%83,621$4.70MQ2 2026Aug 14, 2026
Dean Investment Associates, LlcBuy+59,95159,951$3.37MQ2 2026Aug 14, 2026
Goldman Sachs Group IncSell-45,117-34.8%84,708$4.76MQ2 2026Aug 14, 2026
Dean Capital ManagementBuy+43,54343,543$2.45MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+36,96336,963$2.08MQ2 2026Aug 14, 2026
Legal & General Group PlcBuy+31,657+7.8%437,504$24.57MQ2 2026Aug 14, 2026
Bank Of America CorpSell-28,884-41.7%40,437$2.27MQ2 2026Aug 14, 2026
Brevan Howard Capital Management LpBuy+11,20211,202$629.10KQ2 2026Aug 14, 2026
Odyssean, LlcBuy+9,833+133.0%17,227$967.47KQ2 2026Aug 14, 2026
D. E. Shaw & Co., Inc.Buy+9,792+37.1%36,195$2.03MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+8,881+72.0%21,212$1.19MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+8,836+84.6%19,278$1.08MQ2 2026Aug 14, 2026
Price T Rowe Associates IncBuy+5,626+17.7%37,436$2.10MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-5,460-58.2%3,919$220.09KQ2 2026Aug 14, 2026
Alliancebernstein L.P.Buy+4,900+23.3%25,933$1.35MQ2 2026Aug 14, 2026
Thrivent Financial For LutheransSell-4,827-28.3%12,230$687.00KQ2 2026Aug 14, 2026
T. Rowe Price Investment Management, Inc.Buy+4,468+0.3%1,746,560$98.09MQ2 2026Aug 14, 2026
Atom Investors LpBuy+3,838+64.9%9,756$547.90KQ2 2026Aug 14, 2026
Jain Global LlcBuy+3,6723,672$206.22KQ2 2026Aug 14, 2026
First Manhattan Co. Llc.Sell-2,265-1.6%141,624$7.95MQ2 2026Aug 14, 2026
Charles Schwab Investment Management IncBuy+1,768+0.9%193,653$10.88MQ2 2026Aug 14, 2026
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Frequently asked questions about MSEX activity

  • Which institutional owners are buying MSEX?

    Institutional owners buying MSEX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in MSEX activity?

    "Buy" means an investor increased their reported position in MSEX compared to the prior reporting period. This reflects growing exposure to MIDDLESEX WATER CO (MSEX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in MSEX increasing?

    Institutional interest in MSEX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.