Middlesex Water Co: which funds bought and sold

Institutions that bought and sold Middlesex Water shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 117 institutions that filed 13F reports for both quarters added to or opened positions in Middlesex Water, and 76 cut or closed them. Together they added a net 559K shares, +3.7% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 151K shares (+3.6%); index fund managers were net buyers of 238K shares (+3.8%). 28 opened a new position and 21 sold out entirely.

Bought, Q2 2026 117 institutions, 28 of them new holders Sold, Q2 2026 76 institutions, 21 of them sold out

Net change, all compared +559K shares (+3.7%)

Net change, active managers +151K shares (+3.6%), 14 bought, 11 sold

Buyers versus sellers

institutions compared, 242

117 bought 49 76 sold

Active managers and hedge funds 14 bought · 11 sold · +151K

Index fund managers 8 bought · 2 sold · +238K

Other institutions 95 bought · 63 sold · +169K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Tsp Capital Management Group, LLC	+211K New position	211K	$11.9M
Blackrock, Inc. Index funds	+118K +3.9%	3.1M	$176M
Two Sigma Investments, LP Hedge fund	+97K +148.8%	163K	$9.2M
AQR Capital Management LLC Hedge fund	+67K +394.0%	84K	$4.7M
Dean Investment Associates, LLC	+60K New position	60K	$3.4M
State Street Corp Index funds	+54K +7.3%	798K	$44.8M
Neuberger Berman Group LLC Active manager	+54K +3.5%	1.6M	$90.1M
Dean Capital Management	+44K New position	44K	$2.4M
Legal & General Group PLC	+32K +7.8%	438K	$24.6M
Geode Capital Management, LLC Index funds	+31K +6.5%	501K	$28.1M
Nuance Investments, LLC	+29K +50.1%	86K	$4.8M
Vanguard Portfolio Management LLC Index funds	+26K +5.3%	514K	$28.9M
Northern Trust Corp Index funds	+25K +12.4%	223K	$12.5M
Legato Capital Management LLC	+23K New position	23K	$1.3M
Nuveen, LLC	+18K +45.8%	57K	$3.2M
American Century Companies Inc Active manager	+16K New position	16K	$882,611
Cramer Rosenthal Mcglynn LLC	+15K +15.5%	108K	$6.1M
Quantinno Capital Management LP	+14K +36.9%	51K	$2.9M
Proshare Advisors LLC Index funds	+12K +10.4%	131K	$7.4M
Mariner, LLC	+12K New position	12K	$658,965

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Two Sigma Investments, LP Hedge fund	+97K +148.8%	163K	$9.2M
AQR Capital Management LLC Hedge fund	+67K +394.0%	84K	$4.7M
Neuberger Berman Group LLC Active manager	+54K +3.5%	1.6M	$90.1M
American Century Companies Inc Active manager	+16K New position	16K	$882,611
Brevan Howard Capital Management LP Hedge fund	+11K New position	11K	$629,104
Arrowstreet Capital, Limited Partnership Hedge fund	+11K New position	11K	$613,660
D. E. Shaw & Co., Inc. Hedge fund	+9,792 +37.1%	36K	$2M
Price T Rowe Associates Inc Active manager	+5,626 +17.7%	37K	$2.1M
Alliancebernstein L.P. Active manager	+4,900 +23.3%	26K	$1.3M
T. Rowe Price Investment Management, Inc. Active manager	+4,468 +0.3%	1.7M	$98.1M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Jane Street Group, LLC	−82K −94.7%	4,566	$256,427
HRT Financial LP	−68K Sold out	0	—
Goldman Sachs Group Inc	−45K −34.8%	85K	$4.8M
Millennium Management LLC Hedge fund	−41K Sold out	0	—
Nfj Investment Group, LLC	−38K Sold out	0	—
Mirova	−37K −18.8%	159K	$8.9M
Renaissance Technologies LLC Hedge fund	−36K −24.6%	111K	$6.2M
Bank Of America Corp	−29K −41.7%	40K	$2.3M
Vanguard Capital Management LLC Index funds	−26K −3.1%	802K	$45.1M
Squarepoint Ops LLC Hedge fund	−22K Sold out	0	—
UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC	−14K −24.9%	42K	$2.3M
Abacus Wealth Partners, LLC	−11K Sold out	0	—
Invesco Ltd.	−10K −3.6%	280K	$15.7M
Northstar Asset Management Inc	−10K −26.9%	28K	$1.6M
Centerbook Partners LP Hedge fund	−8,566 −38.6%	14K	$765,966
Rhumbline Advisers Index funds	−7,698 −14.8%	44K	$2.5M
First Trust Advisors LP	−6,423 Sold out	0	—
Morgan Stanley	−5,911 −0.5%	1.1M	$61.9M
Jpmorgan Chase & Co	−5,884 −18.7%	26K	$1.4M
Quadrature Capital Ltd Hedge fund	−5,556 Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Millennium Management LLC Hedge fund	−41K Sold out	0	—
Renaissance Technologies LLC Hedge fund	−36K −24.6%	111K	$6.2M
Squarepoint Ops LLC Hedge fund	−22K Sold out	0	—
Centerbook Partners LP Hedge fund	−8,566 −38.6%	14K	$765,966
Quadrature Capital Ltd Hedge fund	−5,556 Sold out	0	—
Mangrove Partners Im, LLC Hedge fund	−5,289 Sold out	0	—
Intech Investment Management LLC Active manager	−4,635 Sold out	0	—
Point72 Asset Management, L.P. Hedge fund	−4,393 Sold out	0	—
Citadel Advisors LLC Hedge fund	−2,999 −9.2%	30K	$1.7M
Quantbot Technologies LP Hedge fund	−2,931 −89.5%	345	$19,375

New positions

largest by value

Institution	Shares	Value June 30, 2026
Tsp Capital Management Group, LLC	211K	$11.9M
Dean Investment Associates, LLC	60K	$3.4M
Dean Capital Management	44K	$2.4M
Legato Capital Management LLC	23K	$1.3M
American Century Companies IncActive manager	16K	$882,611
Mariner, LLC	12K	$658,965
Brevan Howard Capital Management LPHedge fund	11K	$629,104
Arrowstreet Capital, Limited PartnershipHedge fund	11K	$613,660
Mercer Global Advisors Inc	5,509	$309,392
Dynamic Technology Lab Private Ltd	4,361	$245,000

Sold out

largest by value

Institution	Shares	Value March 31, 2026
HRT Financial LP	68K	$3.5M
Millennium Management LLCHedge fund	41K	$2.1M
Nfj Investment Group, LLC	38K	$2M
Squarepoint Ops LLCHedge fund	22K	$1.1M
Abacus Wealth Partners, LLC	11K	$564,118
First Trust Advisors LP	6,423	$334,317
Quadrature Capital LtdHedge fund	5,556	$289,190
Mangrove Partners Im, LLCHedge fund	5,289	$275,292
Cambridge Investment Research Advisors, Inc.	4,738	$247,000
Intech Investment Management LLCActive manager	4,635	$241,252

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 224
Ten largest holders: 70.0%
Index fund managers: 41.2%
Active managers and hedge funds: 27.5%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	14	11	4	6	+151K	+3.6%
Index fund managers	8	2	0	0	+238K	+3.8%
Other institutions	95	63	24	15	+169K	+3.7%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Middlesex Water.

Only managers that filed a holdings report for both quarters are compared (242 here). 8 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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