Recent Quarter Total Invested
$666.27 M
Recent Quarter Institutional Ownership Percentage
71.54%
Total Invested of Last Quarter
$665.44 M
Ownership Percentage of Last Quarter
71.18%
Middlesex Water Company Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK INC. | 08/13/2024 | 3.36 M | $175.64 M | -1.27% | 18.86% |
| VANGUARD GROUP INC | 08/13/2024 | 1.39 M | $72.54 M | -2.94% | 7.79% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 08/14/2024 | 1.26 M | $65.83 M | 21.33% | 7.07% |
| STATE STREET CORP | 08/14/2024 | 760,357 | $39.74 M | 4.03% | 4.27% |
| MORGAN STANLEY | 08/14/2024 | 540,284 | $28.24 M | -10.19% | 3.03% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 452,326 | $23.64 M | -0.41% | 2.54% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 431,129 | $22.54 M | 7.71% | 2.42% |
| INVESCO LTD. | 08/13/2024 | 276,782 | $14.46 M | -32.54% | 1.55% |
| RENAISSANCE TECHNOLOGIES LLC | 08/09/2024 | 262,700 | $13.73 M | -7.73% | 1.47% |
| KBC GROUP NV | 07/17/2024 | 255,015 | $13.33 M | 0.00% | 1.43% |
| LEGAL & GENERAL GROUP PLC | 08/14/2024 | 229,642 | $12.00 M | 6.67% | 1.29% |
| BANK OF NEW YORK MELLON CORP | 07/25/2024 | 219,119 | $11.45 M | 12.53% | 1.23% |
| NORTHERN TRUST CORP | 08/14/2024 | 202,199 | $10.57 M | -0.33% | 1.13% |
| FIRST MANHATTAN CO. LLC. | 08/15/2024 | 187,758 | $9.81 M | -2.66% | 1.05% |
| THEMATICS ASSET MANAGEMENT | 08/13/2024 | 171,000 | $8.94 M | 36.80% | 0.96% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2024 | 160,437 | $8.38 M | 8.11% | 0.90% |
| CRAMER ROSENTHAL MCGLYNN LLC | 08/13/2024 | 136,476 | $7.13 M | 100.00% | 0.77% |
| PROSHARE ADVISORS LLC | 08/13/2024 | 127,628 | $6.67 M | -15.38% | 0.72% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 125,355 | $6.55 M | 90.79% | 0.70% |
| AMUNDI | 08/14/2024 | 120,493 | $6.35 M | -8.04% | 0.68% |
| TSP CAPITAL MANAGEMENT GROUP, LLC | 07/23/2024 | 109,635 | $5.73 M | -2.66% | 0.62% |
| PRINCIPAL FINANCIAL GROUP INC | 07/29/2024 | 88,014 | $4.60 M | -5.13% | 0.49% |
| PENN CAPITAL MANAGEMENT COMPANY, LLC | 08/13/2024 | 84,500 | $4.42 M | 37.46% | 0.47% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2024 | 69,635 | $3.64 M | -41.59% | 0.39% |
| JANE STREET GROUP, LLC | 08/15/2024 | 66,335 | $3.47 M | 113.24% | 0.37% |
| RHUMBLINE ADVISERS | 08/01/2024 | 62,060 | $3.24 M | 2.12% | 0.35% |
| AMERIPRISE FINANCIAL INC | 08/14/2024 | 61,674 | $3.22 M | -2.23% | 0.35% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/14/2024 | 51,713 | $2.70 M | 58.26% | 0.29% |
| NUVEEN ASSET MANAGEMENT, LLC | 08/09/2024 | 49,599 | $2.59 M | 0.00% | 0.28% |
| JPMORGAN CHASE & CO | 08/12/2024 | 47,533 | $2.48 M | -13.32% | 0.27% |
| WALLEYE CAPITAL LLC | 08/14/2024 | 44,792 | $2.34 M | 111.58% | 0.25% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 40,879 | $2.14 M | 35.40% | 0.23% |
| ASSENAGON ASSET MANAGEMENT S.A. | 07/18/2024 | 39,664 | $2.07 M | -52.51% | 0.22% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 08/14/2024 | 39,184 | $2.05 M | 6.03% | 0.22% |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 08/15/2024 | 38,570 | $2.02 M | 100.00% | 0.22% |
| CITADEL ADVISORS LLC | 08/14/2024 | 38,561 | $2.02 M | 6.26% | 0.22% |
| ZIMMER PARTNERS, LP | 08/14/2024 | 37,738 | $1.97 M | 100.00% | 0.21% |
| D. E. SHAW & CO., INC. | 08/14/2024 | 37,003 | $1.93 M | 56.53% | 0.21% |
| SWISS NATIONAL BANK | 08/08/2024 | 34,962 | $1.83 M | 0.00% | 0.20% |
| UBS GROUP AG | 08/14/2024 | 33,809 | $1.77 M | -22.80% | 0.19% |
| MARSHALL WACE, LLP | 08/14/2024 | 24,685 | $1.29 M | 2.41% | 0.14% |
| LPL FINANCIAL LLC | 08/07/2024 | 21,867 | $1.14 M | 411.75% | 0.12% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 08/14/2024 | 21,360 | $1.12 M | -45.18% | 0.12% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 08/14/2024 | 20,733 | $1.08 M | 0.56% | 0.12% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 08/12/2024 | 20,171 | $1.05 M | 13.33% | 0.11% |
| TD ASSET MANAGEMENT INC | 08/02/2024 | 20,128 | $1.05 M | 30.33% | 0.11% |
| OPPENHEIMER & CO INC | 08/08/2024 | 19,856 | $1.04 M | 6.85% | 0.11% |
| HIGHTOWER ADVISORS, LLC | 08/13/2024 | 19,600 | $1.02 M | -8.15% | 0.11% |
| ALLIANCEBERNSTEIN L.P. | 08/14/2024 | 19,533 | $1.02 M | -13.54% | 0.11% |
| GABELLI FUNDS LLC | 08/13/2024 | 19,450 | $1.02 M | 0.00% | 0.11% |
Middlesex Water Companyinstitutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of MSEX shares?
During the previous two years, 266 institutional investors and hedge funds held shares of Middlesex Water Company. The most heavily invested institutionals were:
BlackRock Inc.: 3.36 M
VANGUARD GROUP INC: 1.39 M
T. Rowe Price Investment Management, Inc.: 1.26 M
STATE STREET CORP: 760,357
MORGAN STANLEY: 540,284
DIMENSIONAL FUND ADVISORS LP: 452,326
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What percentage of Middlesex Water Company stock is owned by institutional investors?
71.54% of Middlesex Water Company stock is owned by institutional investors.
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How much institutional buying is happening at MSEX ?
Institutional investors have bought a total of 16.45 M shares in the last 24 months. This purchase volume represents approximately $1.07 B in transactions.