MSEX Institutional Ownership
Middlesex Water Company
1W: +5.5%
1M: +5.1%
3M: -2.3%
YTD: +14.0%
1Y: -4.4%
3Y: -3.7%
5Y: -41.4%
$56.22
+0.03 (+0.05%)
After Hours: $55.32 (-0.90, -1.60%)
Weekly Expected Move ±3.2%
$52
$54
$56
$58
$60
Credit Risk of going bust: lower than 66% of companies Debt: 29.3% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $1.49 (down 97%), Middlesex Water Company would be worth roughly what it owes.
Total debt $438.7M against a stock market value of $1.06B.
Distance to default 6.98 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $239.4M (short-term plus half of long-term), stock volatility 29.6%; Altman Z'' 1.20. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $1.49 (down 97%), Middlesex Water Company would be worth roughly what it owes.
Total debt $438.7M against a stock market value of $1.06B.
Distance to default 6.98 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $239.4M (short-term plus half of long-term), stock volatility 29.6%; Altman Z'' 1.20. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — MSEX
249
Institutional Holders
+14 vs prior quarter
0.0%
Ownership
+0.00pp
$789M
Total Invested
32
New Positions
90
Increased
77
Reduced
22
Closed
0.33
Put/Call Ratio
Ownership Trends
Top Institutional Holders (264 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3,134,461 | $176M | +117,859 | +3.9% | 8Q | SEC ↗ |
| 2 | T. Rowe Price Investment Management, I | 1,746,560 | $98M | +4,468 | +0.3% | 14Q | SEC ↗ |
| 3 | NEUBERGER BERMAN GROUP LLC | 1,604,067 | $90M | +54,161 | +3.5% | 4Q | SEC ↗ |
| 4 | MORGAN STANLEY | 1,101,704 | $62M | -5,911 | -0.5% | 60Q | SEC ↗ |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 802,323 | $45M | -25,630 | -3.1% | 2Q | SEC ↗ |
| 6 | STATE STREET CORP | 798,240 | $45M | +54,178 | +7.3% | 46Q | SEC ↗ |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | 513,809 | $29M | +25,742 | +5.3% | 2Q | SEC ↗ |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 500,555 | $28M | +30,638 | +6.5% | 86Q | SEC ↗ |
| 9 | Legal & General Group Plc | 437,504 | $25M | +31,657 | +7.8% | 27Q | SEC ↗ |
| 10 | DIMENSIONAL FUND ADVISORS LP | 348,430 | $20M | +2,669 | +0.8% | 102Q | SEC ↗ |
| 11 | Invesco Ltd. | 280,212 | $16M | -10,419 | -3.6% | 79Q | SEC ↗ |
| 12 | Ledgewood Wealth Advisors, LLC | 254,016 | $14M | — | +0.0% | 11Q | SEC ↗ |
| 13 | NORTHERN TRUST CORP | 222,747 | $13M | +24,651 | +12.4% | 110Q | SEC ↗ |
| 14 | TSP Capital Management Group, LLC | 211,037 | $12M | +705 | +0.3% | 66Q | SEC ↗ |
| 15 | Sixth Street Partners Management Compa NEW | 193,653 | $11M | — | +0.0% | 1Q | SEC ↗ |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 193,653 | $11M | +1,768 | +0.9% | 15Q | SEC ↗ |
| 17 | Bank of New York Mellon Corp | 179,021 | $10M | +1,403 | +0.8% | 76Q | SEC ↗ |
| 18 | Zimmer Partners, LP | 176,903 | $10M | — | +0.0% | 6Q | SEC ↗ |
| 19 | TWO SIGMA INVESTMENTS, LP | 163,002 | $9M | +97,485 | +148.8% | 4Q | SEC ↗ |
| 20 | MIROVA | 159,067 | $9M | -36,933 | -18.8% | 2Q | SEC ↗ |
| 21 | FIRST MANHATTAN CO. LLC. | 141,624 | $8M | -2,265 | -1.6% | 15Q | SEC ↗ |
| 22 | ProShare Advisors LLC | 131,066 | $7M | +12,366 | +10.4% | 41Q | SEC ↗ |
| 23 | Jupiter Topco LLC NEW | 129,345 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 24 | VANGUARD FIDUCIARY TRUST CO | 123,103 | $7M | +4,135 | +3.5% | 2Q | SEC ↗ |
| 25 | RENAISSANCE TECHNOLOGIES LLC | 110,813 | $6M | -36,200 | -24.6% | 50Q | SEC ↗ |
| 26 | CRAMER ROSENTHAL MCGLYNN LLC | 108,192 | $6M | +14,535 | +15.5% | 9Q | SEC ↗ |
| 27 | PRINCIPAL FINANCIAL GROUP INC | 107,530 | $6M | +2,143 | +2.0% | 39Q | SEC ↗ |
| 28 | NUANCE INVESTMENTS, LLC | 85,830 | $5M | +28,643 | +50.1% | 2Q | SEC ↗ |
| 29 | GOLDMAN SACHS GROUP INC | 84,708 | $5M | -45,117 | -34.8% | 15Q | SEC ↗ |
| 30 | AQR CAPITAL MANAGEMENT LLC | 83,621 | $5M | +66,694 | +394.0% | 7Q | SEC ↗ |
| 31 | Public Sector Pension Investment Board | 63,956 | $4M | -1,691 | -2.6% | 20Q | SEC ↗ |
| 32 | DEAN INVESTMENT ASSOCIATES, LLC NEW | 59,951 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 33 | Nuveen, LLC | 57,101 | $3M | +17,941 | +45.8% | 6Q | SEC ↗ |
| 34 | Penn Capital Management Company, LLC | 54,308 | $3M | +713 | +1.3% | 5Q | SEC ↗ |
| 35 | Quantinno Capital Management LP | 51,146 | $3M | +13,781 | +36.9% | 6Q | SEC ↗ |
| 36 | RHUMBLINE ADVISERS | 44,402 | $2M | -7,698 | -14.8% | 73Q | SEC ↗ |
| 37 | Dean Capital Management NEW | 43,543 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 38 | EXCHANGE TRADED CONCEPTS, LLC | 42,912 | $2M | +796 | +1.9% | 6Q | SEC ↗ |
| 39 | UBS AM, a distinct business unit of UB | 41,679 | $2M | -13,810 | -24.9% | 50Q | SEC ↗ |
| 40 | BANK OF AMERICA CORP /DE | 40,437 | $2M | -28,884 | -41.7% | 15Q | SEC ↗ |
| 41 | UBS Group AG | 39,513 | $2M | +3,753 | +10.5% | 47Q | SEC ↗ |
| 42 | PRICE T ROWE ASSOCIATES INC /MD | 37,436 | $2M | +5,626 | +17.7% | 16Q | SEC ↗ |
| 43 | Swiss National Bank | 37,262 | $2M | +1,000 | +2.8% | 53Q | SEC ↗ |
| 44 | AMERIPRISE FINANCIAL INC | 36,963 | $2M | -1,480 | -3.8% | 16Q | SEC ↗ |
| 45 | D. E. Shaw & Co., Inc. | 36,195 | $2M | +9,792 | +37.1% | 10Q | SEC ↗ |
| 46 | Baird Financial Group, Inc. | 29,878 | $2M | -1,517 | -4.8% | 4Q | SEC ↗ |
| 47 | CITADEL ADVISORS LLC | 29,716 | $2M | -2,999 | -9.2% | 17Q | SEC ↗ |
| 48 | TD Asset Management Inc | 29,036 | $2M | — | +0.0% | 10Q | SEC ↗ |
| 49 | NORTHSTAR ASSET MANAGEMENT INC | 27,967 | $2M | -10,270 | -26.9% | 6Q | SEC ↗ |
| 50 | OPPENHEIMER & CO INC | 27,692 | $2M | -110 | -0.4% | 15Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 193,653 | $11M |
| Jupiter Topco LLC | 129,345 | $7M |
| DEAN INVESTMENT ASSOCIATES, LLC | 59,951 | $3M |
| Dean Capital Management | 43,543 | $2M |
| Legato Capital Management LLC | 22,705 | $1M |
| AMERICAN CENTURY COMPANIES INC | 15,716 | $883K |
| Mariner, LLC | 11,734 | $659K |
| Brooklyn Investment Group | 11,724 | $659K |
| Brevan Howard Capital Management LP | 11,202 | $629K |
| ARROWSTREET CAPITAL, LIMITED PARTNE | 10,927 | $614K |
| MERCER GLOBAL ADVISORS INC /ADV | 5,509 | $310K |
| Dynamic Technology Lab Private Ltd | 4,361 | $245K |
| VOYA INVESTMENT MANAGEMENT LLC | 3,940 | $221K |
| IEQ CAPITAL, LLC | 3,895 | $219K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 3,736 | $210K |
| Jain Global LLC | 3,672 | $206K |
| Arax Advisory Partners | 2,330 | $131K |
| Global Retirement Partners, LLC | 1,274 | $72K |
| Concord Wealth Partners | 925 | $52K |
| Integrated Wealth Concepts LLC | 493 | $28K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| HRT FINANCIAL LP | 67,547 | $4M |
| Aventail Capital Group, LP | 45,509 | $3M |
| MILLENNIUM MANAGEMENT LLC | 40,767 | $2M |
| NFJ INVESTMENT GROUP, LLC | 38,178 | $2M |
| Squarepoint Ops LLC | 21,584 | $1M |
| Catalyst Funds Management Pty Ltd | 21,488 | $1M |
| ExodusPoint Capital Management, LP | 15,863 | $891K |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 15,722 | $883K |
| Abacus Wealth Partners, LLC | 10,838 | $609K |
| Verition Fund Management LLC | 8,688 | $488K |
| STATE OF WISCONSIN INVESTMENT BOARD | 8,304 | $467K |
| FIRST TRUST ADVISORS LP | 6,423 | $361K |
| Quadrature Capital Ltd | 5,556 | $312K |
| MANGROVE PARTNERS IM, LLC | 5,289 | $297K |
| Cambridge Investment Research Advis | 4,738 | $266K |
| INTECH INVESTMENT MANAGEMENT LLC | 4,635 | $260K |
| Point72 Asset Management, L.P. | 4,393 | $247K |
| LEVEL FOUR ADVISORY SERVICES, LLC | 3,910 | $220K |
| Aquatic Capital Management LLC | 1,979 | $111K |
| Western Wealth Management, LLC | 625 | $35K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BlackRock, Inc. | +117,859 | +3.9% | 3,134,461 |
| TWO SIGMA INVESTMENTS, LP | +97,485 | +148.8% | 163,002 |
| AQR CAPITAL MANAGEMENT LLC | +66,694 | +394.0% | 83,621 |
| STATE STREET CORP | +54,178 | +7.3% | 798,240 |
| NEUBERGER BERMAN GROUP LLC | +54,161 | +3.5% | 1,604,067 |
| Legal & General Group Plc | +31,657 | +7.8% | 437,504 |
| GEODE CAPITAL MANAGEMENT, LLC | +30,638 | +6.5% | 500,555 |
| NUANCE INVESTMENTS, LLC | +28,643 | +50.1% | 85,830 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +25,742 | +5.3% | 513,809 |
| NORTHERN TRUST CORP | +24,651 | +12.4% | 222,747 |
| Nuveen, LLC | +17,941 | +45.8% | 57,101 |
| CRAMER ROSENTHAL MCGLYNN LLC | +14,535 | +15.5% | 108,192 |
| Quantinno Capital Management LP | +13,781 | +36.9% | 51,146 |
| ProShare Advisors LLC | +12,366 | +10.4% | 131,066 |
| Odyssean, LLC | +9,833 | +133.0% | 17,227 |
| D. E. Shaw & Co., Inc. | +9,792 | +37.1% | 36,195 |
| RAYMOND JAMES FINANCIAL INC | +8,881 | +72.0% | 21,212 |
| WELLS FARGO & COMPANY/MN | +8,836 | +84.6% | 19,278 |
| Russell Investments Group, Ltd. | +6,730 | +128.7% | 11,958 |
| CITIGROUP INC | +5,944 | +112.2% | 11,244 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | -82,176 | -94.7% | 4,566 |
| GOLDMAN SACHS GROUP INC | -45,117 | -34.8% | 84,708 |
| MIROVA | -36,933 | -18.8% | 159,067 |
| RENAISSANCE TECHNOLOGIES LLC | -36,200 | -24.6% | 110,813 |
| BANK OF AMERICA CORP /DE | -28,884 | -41.7% | 40,437 |
| VANGUARD CAPITAL MANAGEMENT LLC | -25,630 | -3.1% | 802,323 |
| UBS AM, a distinct business unit of | -13,810 | -24.9% | 41,679 |
| Invesco Ltd. | -10,419 | -3.6% | 280,212 |
| NORTHSTAR ASSET MANAGEMENT INC | -10,270 | -26.9% | 27,967 |
| CenterBook Partners LP | -8,566 | -38.6% | 13,639 |
| RHUMBLINE ADVISERS | -7,698 | -14.8% | 44,402 |
| MORGAN STANLEY | -5,911 | -0.5% | 1,101,704 |
| JPMORGAN CHASE & CO | -5,884 | -18.7% | 25,540 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -5,460 | -58.2% | 3,919 |
| SG Americas Securities, LLC | -5,388 | -18.8% | 23,276 |
| Thrivent Financial for Lutherans | -4,827 | -28.3% | 12,230 |
| CITADEL ADVISORS LLC | -2,999 | -9.2% | 29,716 |
| Quantbot Technologies LP | -2,931 | -89.5% | 345 |
| State of Alaska, Department of Reve | -2,919 | -30.5% | 6,667 |
| Tower Research Capital LLC (TRC) | -2,568 | -61.2% | 1,625 |