⌘K

MSEX Institutional Ownership & 13F Holders | SmartMoneyDB

MSEXMIDDLESEX WTR CO

COM · CUSIP 596680108

Smart Money Ownership

Of the 10 tracked institutions holding MSEX, 5 have a 3-year clone track record — 5 of them beat the S&P. Average holder's clone alpha: +7.1pt. It's a gauge of who owns the name, not just how many.

MSEX (MIDDLESEX WTR CO) Institutional Ownership Summary

Among the 10 tracked institutional investors we monitor, MSEX (MIDDLESEX WTR CO) is held with a combined value of $280.82M across 5,438,922 shares. The largest holder is BlackRock, Inc. with a position worth $157.01M. 2 funds opened new positions in the most recent quarter. 5 funds increased their holdings. 3 funds reduced their position.

Total Institutional Value

$280.82M

Total Shares Held

5,438,922

Institutional Holders

This Quarter's Biggest Movers

Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.

Biggest Buyers

MILLENNIUM MANAGEMENT LLCNew position~$2.1M VANGUARD GROUP INC+2% shares~$1.2M CITADEL ADVISORS LLC+136% shares~$980.1K RENAISSANCE TECHNOLOGIES LLC+14% shares~$927.9K STATE STREET CORP+2% shares~$722.1K

13F Institutional Holders

Sort

RENAISSANCE TECHNOLOGIES LLC

0.01% of book+13.8%

$7.65M

MILLENNIUM MANAGEMENT LLC

PRICE T ROWE ASSOCIATES INC /MD/

0.00% of book+14.1%

$1.66M

AQR CAPITAL MANAGEMENT LLC

Point72 Asset Management, L.P.

0.00% of bookNew

$228.66K

#	Fund	Value↓	Shares	Portfolio %	Change
1	BlackRock, Inc.	$157.01M	3,016,602	0.00%	-12.7%
2	VANGUARD GROUP INC	$70.53M	1,398,851	0.00%	+1.8%
3	STATE STREET CORP	$38.73M	744,062	0.00%	+1.9%
4	RENAISSANCE TECHNOLOGIES LLC	$7.65M	147,013	0.01%	+13.8%
5	MILLENNIUM MANAGEMENT LLC	$2.12M	40,767	0.00%	New
6	CITADEL ADVISORS LLC	$1.70M	32,715	0.00%	+135.6%
7	PRICE T ROWE ASSOCIATES INC /MD/	$1.66M	31,810	0.00%	+14.1%
8	AQR CAPITAL MANAGEMENT LLC	$881.03K	16,927	0.00%	-25.1%
9	FMR LLC	$300.97K	5,782	0.00%	-4.3%
10	Point72 Asset Management, L.P.	$228.66K	4,393	0.00%	New

Frequently Asked Questions

Which institutional investors own the most MSEX stock?

As of the latest SEC 13F filings, BlackRock, Inc. is the largest institutional holder of MSEX with a position worth $157.01M, representing 0.00% of their portfolio. In total, 10 institutional investors hold MSEX with a combined value of $280.82M.

Are hedge funds buying or selling MSEX?

In the most recent quarter, 2 funds opened a new position in MSEX. Additionally, 5 increased their holdings and 3 reduced their positions.

What percentage of MSEX is owned by institutional investors?

Institutional investors hold $280.82M worth of MSEX stock across 10 positions. The largest institutional holder is BlackRock, Inc. with $157.01M in holdings.

What is a 13F filing and why does it matter for MSEX?

A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For MSEX, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.

Track MSEX institutional moves

Get notified when hedge funds change their MSEX positions.