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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Anchor Investment Management, Llc | Buy | +21 | — | 21 | $1.18K | Q2 2026 | Sep 15, 2026 |
| Manufacturers Life Insurance Company, The | Buy | +9 | +0.2% | 4,927 | $276.70K | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Sell | -2,999 | -9.2% | 29,716 | $1.67M | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Buy | +978 | +5.9% | 17,591 | $987.91K | Q2 2026 | Aug 27, 2026 |
| California State Teachers Retirement System | Buy | +5,320 | +32.5% | 21,681 | $1.22M | Q2 2026 | Aug 24, 2026 |
| Mercer Global Advisors Inc | Buy | +5,509 | — | 5,509 | $309.39K | Q2 2026 | Aug 19, 2026 |
| Invesco Ltd. | Buy | +280,212 | — | 280,212 | $15.74M | Q2 2026 | Aug 14, 2026 |
| Two Sigma Investments, Lp | Buy | +97,485 | +148.8% | 163,002 | $9.15M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -82,176 | -94.7% | 4,566 | $256.43K | Q2 2026 | Aug 14, 2026 |
| Aqr Capital Management Llc | Buy | +66,694 | +394.0% | 83,621 | $4.70M | Q2 2026 | Aug 14, 2026 |
| Dean Investment Associates, Llc | Buy | +59,951 | — | 59,951 | $3.37M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Sell | -45,117 | -34.8% | 84,708 | $4.76M | Q2 2026 | Aug 14, 2026 |
| Dean Capital Management | Buy | +43,543 | — | 43,543 | $2.45M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +36,963 | — | 36,963 | $2.08M | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | Buy | +31,657 | +7.8% | 437,504 | $24.57M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -28,884 | -41.7% | 40,437 | $2.27M | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management Lp | Buy | +11,202 | — | 11,202 | $629.10K | Q2 2026 | Aug 14, 2026 |
| Odyssean, Llc | Buy | +9,833 | +133.0% | 17,227 | $967.47K | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | Buy | +9,792 | +37.1% | 36,195 | $2.03M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +8,881 | +72.0% | 21,212 | $1.19M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +8,836 | +84.6% | 19,278 | $1.08M | Q2 2026 | Aug 14, 2026 |
| Price T Rowe Associates Inc | Buy | +5,626 | +17.7% | 37,436 | $2.10M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -5,460 | -58.2% | 3,919 | $220.09K | Q2 2026 | Aug 14, 2026 |
| Alliancebernstein L.P. | Buy | +4,900 | +23.3% | 25,933 | $1.35M | Q2 2026 | Aug 14, 2026 |
| Thrivent Financial For Lutherans | Sell | -4,827 | -28.3% | 12,230 | $687.00K | Q2 2026 | Aug 14, 2026 |
| T. Rowe Price Investment Management, Inc. | Buy | +4,468 | +0.3% | 1,746,560 | $98.09M | Q2 2026 | Aug 14, 2026 |
| Atom Investors Lp | Buy | +3,838 | +64.9% | 9,756 | $547.90K | Q2 2026 | Aug 14, 2026 |
| Jain Global Llc | Buy | +3,672 | — | 3,672 | $206.22K | Q2 2026 | Aug 14, 2026 |
| First Manhattan Co. Llc. | Sell | -2,265 | -1.6% | 141,624 | $7.95M | Q2 2026 | Aug 14, 2026 |
| Charles Schwab Investment Management Inc | Buy | +1,768 | +0.9% | 193,653 | $10.88M | Q2 2026 | Aug 14, 2026 |
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.
Related MSEX Institutional Insights
- MSEX Overview
- MSEX 13F Institutional Holders
- MSEX Top Institutional Shareholders
- Utilities Sector Institutional Ownership
- Utilities Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Utilities Stocks By Institutional Investors
- Most Sold Utilities Stocks By Institutional Investors
- MSEX Insider Trading & SEC Form 4 Activity
- MSEX Articles
- Top Institutional Investor Stock Rankings