MSEX — MIDDLESEX WTR CO
Reported value held$466.29M
Funds holding (latest)38
SectorUtilities
Funds holding (Q2 2026)30
Institutional value$390.66M · 6.99M sh
New / Add / Cut / Exit2 / 19 / 7 / 3
Top-5 / Top-10 concentration78.4% / 90.9%
Institutional holdings change
Accumulating +3.6%
(+242.68K sh)
Institutional value change
Up +11.7%
As of Q2 2026, 30 SEC-registered investment managers reported holding MSEX (MIDDLESEX WTR CO) in their latest 13F filings, with a combined reported value of $390.66M across 6.99M shares. That is +3.6% by share count (+242.68K shares) versus the previous quarter, while reported value moved +11.7%. Ownership is concentrated: the five largest holders account for 78.4% of reported value and the top ten for 90.9%.
Compared with the prior quarter, 2 opened new positions, 19 added to existing stakes, 7 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
MSEX is classified in the Utilities sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 30 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 3.13M | $176.03M | 0.00% | Add |
| Morgan Stanley history | 1.10M | $61.87M | 0.00% | Reduce |
| Geode Capital Management history | 500.56K | $28.12M | 0.00% | Add |
| Legal & General Investment Management America history | 437.50K | $24.57M | 0.01% | Add |
| Invesco Ltd history | 280.21K | $15.74M | 0.00% | Reduce |
| Northern Trust Corp history | 222.75K | $12.51M | 0.00% | Add |
| Charles Schwab Investment Management history | 193.65K | $10.88M | 0.00% | Add |
| BNY Mellon history | 179.02K | $10.05M | 0.00% | Add |
| Two Sigma Investments history | 163.00K | $9.15M | 0.01% | Add |
| Renaissance Technologies history | 110.81K | $6.22M | 0.01% | Reduce |
| Principal Global Investors history | 107.53K | $6.04M | 0.00% | Add |
| Goldman Sachs Group history | 84.71K | $4.76M | 0.00% | Reduce |
| AQR Capital Management history | 83.62K | $4.70M | 0.00% | Add |
| PSP Investments history | 63.96K | $3.59M | 0.01% | Reduce |
| Bank of America Corp history | 40.44K | $2.27M | 0.00% | Reduce |
| UBS Group AG history | 39.51K | $2.22M | 0.00% | Add |
| D. E. Shaw & Co history | 36.20K | $2.03M | 0.00% | Add |
| JPMorgan Chase & Co history | 25.54K | $1.43M | 0.00% | New |
| Citadel Advisors history | 21.40K | $1.20M | 0.00% | Reduce |
| Deutsche Bank AG history | 20.88K | $1.17M | 0.00% | Add |
| Wells Fargo & Co history | 19.28K | $1.08M | 0.00% | Add |
| Prudential Financial history | 18.88K | $1.06M | 0.00% | Add |
| PNC Financial Services history | 16.18K | $908.56K | 0.00% | Add |
| Franklin Resources history | 13.17K | $739.57K | 0.00% | Add |
| Citigroup Inc history | 11.24K | $631.46K | 0.00% | Add |
| Arrowstreet Capital history | 10.93K | $613.66K | 0.00% | New |
| Amundi US history | 8.27K | $464.56K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 5.78K | $324.73K | 0.00% | Hold |
| Manulife Financial history | 4.93K | $276.70K | 0.00% | Hold |
| T. Rowe Price Associates history | 37.44K | $2.10K | 0.00% | Add |
Q1 2026 — 31 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 3.02M | $157.01M | 0.00% | Reduce |
| Morgan Stanley history | 1.11M | $57.65M | 0.00% | Add |
| Geode Capital Management history | 469.92K | $24.46M | 0.00% | Add |
| Legal & General Investment Management America history | 405.85K | $21.12M | 0.01% | Add |
| Invesco Ltd history | 290.63K | $15.13M | 0.00% | Reduce |
| Northern Trust Corp history | 198.10K | $10.31M | 0.00% | Hold |
| Charles Schwab Investment Management history | 191.88K | $9.99M | 0.00% | Reduce |
| BNY Mellon history | 177.62K | $9.24M | 0.00% | Reduce |
| Renaissance Technologies history | 147.01K | $7.65M | 0.01% | Add |
| Goldman Sachs Group history | 129.82K | $6.76M | 0.00% | Reduce |
| Principal Global Investors history | 105.39K | $5.49M | 0.00% | Reduce |
| Bank of America Corp history | 69.32K | $3.61M | 0.00% | Add |
| PSP Investments history | 65.65K | $3.42M | 0.01% | Add |
| Two Sigma Investments history | 65.52K | $3.41M | 0.00% | Add |
| Citadel Advisors history | 47.41K | $2.47M | 0.00% | Add |
| Millennium Management history | 40.77K | $2.12M | 0.00% | New |
| UBS Group AG history | 35.76K | $1.86M | 0.00% | Reduce |
| D. E. Shaw & Co history | 26.40K | $1.37M | 0.00% | Add |
| Prudential Financial history | 18.49K | $962.61K | 0.00% | Add |
| Deutsche Bank AG history | 18.23K | $948.87K | 0.00% | Add |
| AQR Capital Management history | 16.93K | $881.03K | 0.00% | Reduce |
| PNC Financial Services history | 15.89K | $827.08K | 0.00% | Add |
| Franklin Resources history | 12.96K | $674.57K | 0.00% | Reduce |
| Wells Fargo & Co history | 10.44K | $543.50K | 0.00% | Reduce |
| Janus Henderson Group history | 8.97K | $466.95K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 5.78K | $300.97K | 0.00% | Reduce |
| Amundi US history | 5.48K | $285.08K | 0.00% | Hold |
| Citigroup Inc history | 5.30K | $275.86K | 0.00% | Reduce |
| Manulife Financial history | 4.92K | $255.98K | 0.00% | Reduce |
| Point72 Asset Management history | 4.39K | $228.66K | 0.00% | New |
| T. Rowe Price Associates history | 31.81K | $1.66K | 0.00% | Add |
Q4 2025 — 31 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 3.45M | $174.12M | 0.00% | Add |
| Vanguard Group history | 1.40M | $70.53M | 0.00% | Add |
| Morgan Stanley history | 1.07M | $53.78M | 0.00% | Add |
| Geode Capital Management history | 464.48K | $23.42M | 0.00% | Add |
| Legal & General Investment Management America history | 388.55K | $19.59M | 0.00% | Add |
| Invesco Ltd history | 307.59K | $15.51M | 0.00% | Add |
| Charles Schwab Investment Management history | 210.79K | $10.63M | 0.00% | Add |
| Northern Trust Corp history | 198.35K | $10.00M | 0.00% | Reduce |
| BNY Mellon history | 180.81K | $9.12M | 0.00% | Add |
| Goldman Sachs Group history | 159.05K | $8.02M | 0.00% | Reduce |
| Principal Global Investors history | 149.13K | $7.52M | 0.00% | Add |
| Renaissance Technologies history | 129.21K | $6.51M | 0.01% | Reduce |
| PSP Investments history | 63.47K | $3.20M | 0.01% | Reduce |
| Bank of America Corp history | 62.29K | $3.14M | 0.00% | Reduce |
| UBS Group AG history | 56.87K | $2.87M | 0.00% | Reduce |
| Citadel Advisors history | 33.39K | $1.68M | 0.00% | Add |
| JPMorgan Chase & Co history | 28.15K | $1.42M | 0.00% | Reduce |
| Wells Fargo & Co history | 25.53K | $1.29M | 0.00% | Add |
| AQR Capital Management history | 22.61K | $1.14M | 0.00% | Reduce |
| D. E. Shaw & Co history | 20.26K | $1.02M | 0.00% | Reduce |
| Prudential Financial history | 16.78K | $846.25K | 0.00% | Reduce |
| Deutsche Bank AG history | 16.24K | $818.87K | 0.00% | Add |
| PNC Financial Services history | 15.37K | $775.16K | 0.00% | Reduce |
| Franklin Resources history | 14.90K | $751.21K | 0.00% | Reduce |
| Janus Henderson Group history | 8.97K | $452.77K | 0.00% | Hold |
| Citigroup Inc history | 6.04K | $304.64K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 6.04K | $304.56K | 0.00% | Add |
| Manulife Financial history | 5.57K | $280.99K | 0.00% | Reduce |
| Amundi US history | 5.48K | $276.15K | 0.00% | New |
| Two Sigma Investments history | 4.10K | $206.72K | 0.00% | Reduce |
| T. Rowe Price Associates history | 27.88K | $1.41K | 0.00% | Add |
Q3 2025 — 31 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 3.36M | $181.64M | 0.00% | Add |
| Vanguard Group history | 1.37M | $74.33M | 0.00% | Reduce |
| Morgan Stanley history | 503.12K | $27.23M | 0.00% | Add |
| Geode Capital Management history | 459.35K | $24.86M | 0.00% | Add |
| Legal & General Investment Management America history | 379.76K | $20.55M | 0.01% | Add |
| Invesco Ltd history | 290.33K | $15.71M | 0.00% | Reduce |
| Goldman Sachs Group history | 245.27K | $13.27M | 0.00% | Add |
| Renaissance Technologies history | 215.01K | $11.64M | 0.01% | Add |
| Charles Schwab Investment Management history | 204.71K | $11.08M | 0.00% | Add |
| Northern Trust Corp history | 202.30K | $10.95M | 0.00% | Hold |
| BNY Mellon history | 166.72K | $9.02M | 0.00% | Reduce |
| Principal Global Investors history | 126.34K | $6.84M | 0.00% | Add |
| Bank of America Corp history | 81.60K | $4.42M | 0.00% | Reduce |
| UBS Group AG history | 78.54K | $4.25M | 0.00% | Add |
| D. E. Shaw & Co history | 76.72K | $4.15M | 0.00% | Add |
| PSP Investments history | 70.32K | $3.81M | 0.01% | Add |
| AQR Capital Management history | 48.00K | $2.60M | 0.00% | Add |
| JPMorgan Chase & Co history | 35.31K | $1.91M | 0.00% | Reduce |
| Citadel Advisors history | 26.12K | $1.41M | 0.00% | Add |
| Two Sigma Investments history | 25.59K | $1.39M | 0.00% | New |
| Prudential Financial history | 17.84K | $965.28K | 0.00% | Reduce |
| Wells Fargo & Co history | 17.32K | $937.21K | 0.00% | Add |
| Deutsche Bank AG history | 15.84K | $857.10K | 0.00% | Add |
| PNC Financial Services history | 15.51K | $839.29K | 0.00% | Reduce |
| Franklin Resources history | 15.10K | $817.32K | 0.00% | Add |
| Millennium Management history | 14.96K | $809.53K | 0.00% | Reduce |
| Janus Henderson Group history | 8.97K | $485.83K | 0.00% | Hold |
| Citigroup Inc history | 6.20K | $335.60K | 0.00% | Reduce |
| Manulife Financial history | 6.07K | $328.24K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 5.89K | $318.55K | 0.00% | Reduce |
| T. Rowe Price Associates history | 24.26K | $1.31K | 0.00% | Add |
Q2 2025 — 40 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 3.30M | $178.54M | 0.00% | Add |
| BlackRock Inc history | 3.30M | $178.54M | 0.00% | Add |
| Vanguard Group history | 1.42M | $77.17M | 0.00% | Add |
| Morgan Stanley history | 497.64K | $26.96M | 0.00% | Reduce |
| Morgan Stanley history | 497.64K | $26.96M | 0.00% | Reduce |
| Geode Capital Management history | 443.85K | $24.05M | 0.00% | Hold |
| Invesco Ltd history | 327.33K | $17.74M | 0.00% | Add |
| Legal & General Investment Management America history | 285.68K | $15.48M | 0.00% | Add |
| Goldman Sachs Group history | 241.49K | $13.08M | 0.00% | Add |
| Goldman Sachs Group history | 241.49K | $13.08M | 0.00% | Add |
| Renaissance Technologies history | 202.91K | $10.99M | 0.01% | Add |
| Renaissance Technologies history | 202.91K | $10.99M | 0.01% | Add |
| Northern Trust Corp history | 202.61K | $10.98M | 0.00% | Reduce |
| BNY Mellon history | 193.55K | $10.49M | 0.00% | Add |
| Charles Schwab Investment Management history | 181.85K | $9.85M | 0.00% | Add |
| Principal Global Investors history | 102.43K | $5.55M | 0.00% | Add |
| Bank of America Corp history | 87.78K | $4.76M | 0.00% | Add |
| D. E. Shaw & Co history | 73.30K | $3.97M | 0.00% | Add |
| PSP Investments history | 61.10K | $3.31M | 0.01% | Add |
| UBS Group AG history | 50.26K | $2.72M | 0.00% | Add |
| JPMorgan Chase & Co history | 39.69K | $2.15M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 39.69K | $2.15M | 0.00% | Reduce |
| Prudential Financial history | 18.39K | $996.42K | 0.00% | Add |
| Citadel Advisors history | 18.06K | $978.71K | 0.00% | Reduce |
| Citadel Advisors history | 18.06K | $978.71K | 0.00% | Reduce |
| Millennium Management history | 17.21K | $932.44K | 0.00% | Reduce |
| Citigroup Inc history | 16.53K | $895.70K | 0.00% | Reduce |
| PNC Financial Services history | 16.16K | $875.82K | 0.00% | Reduce |
| AQR Capital Management history | 15.38K | $833.37K | 0.00% | Add |
| Wells Fargo & Co history | 14.87K | $805.84K | 0.00% | Add |
| Deutsche Bank AG history | 14.09K | $763.61K | 0.00% | Reduce |
| Deutsche Bank AG history | 14.09K | $763.61K | 0.00% | Reduce |
| Franklin Resources history | 13.68K | $741.02K | 0.00% | Add |
| Janus Henderson Group history | 8.97K | $485.92K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 6.80K | $368.36K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 6.80K | $368.36K | 0.00% | Add |
| Manulife Financial history | 6.60K | $357.70K | 0.00% | Add |
| Point72 Asset Management history | 3.20K | $173.38K | 0.00% | New |
| Point72 Asset Management history | 3.20K | $173.38K | 0.00% | New |
| T. Rowe Price Associates history | 22.51K | $1.22K | 0.00% | Add |
Q1 2025 — 40 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 3.26M | $209.21M | 0.01% | Reduce |
| BlackRock Inc history | 3.26M | $209.21M | 0.01% | Reduce |
| Vanguard Group history | 1.41M | $90.53M | 0.00% | Add |
| Morgan Stanley history | 506.13K | $32.44M | 0.00% | Reduce |
| Morgan Stanley history | 506.13K | $32.44M | 0.00% | Reduce |
| Geode Capital Management history | 444.13K | $28.47M | 0.00% | Add |
| Invesco Ltd history | 303.46K | $19.45M | 0.00% | Add |
| Legal & General Investment Management America history | 255.59K | $16.38M | 0.00% | Add |
| Northern Trust Corp history | 214.15K | $13.73M | 0.00% | Reduce |
| Goldman Sachs Group history | 190.57K | $12.22M | 0.00% | Add |
| Goldman Sachs Group history | 190.57K | $12.22M | 0.00% | Add |
| BNY Mellon history | 189.80K | $12.17M | 0.00% | Reduce |
| Renaissance Technologies history | 180.41K | $11.56M | 0.02% | Add |
| Renaissance Technologies history | 180.41K | $11.56M | 0.02% | Add |
| Charles Schwab Investment Management history | 169.01K | $10.83M | 0.00% | Reduce |
| Amundi US history | 119.76K | $7.97M | 0.00% | Reduce |
| Principal Global Investors history | 88.93K | $5.70M | 0.00% | Add |
| D. E. Shaw & Co history | 71.08K | $4.56M | 0.00% | Add |
| Bank of America Corp history | 58.39K | $3.74M | 0.00% | Add |
| PSP Investments history | 56.62K | $3.63M | 0.02% | Add |
| JPMorgan Chase & Co history | 55.58K | $3.56M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 55.58K | $3.56M | 0.00% | Reduce |
| Millennium Management history | 54.38K | $3.49M | 0.00% | Add |
| UBS Group AG history | 45.97K | $2.95M | 0.00% | Reduce |
| Citadel Advisors history | 32.42K | $2.08M | 0.00% | Reduce |
| Citadel Advisors history | 32.42K | $2.08M | 0.00% | Reduce |
| Citigroup Inc history | 27.24K | $1.75M | 0.00% | Add |
| Marshall Wace history | 20.69K | $1.33M | 0.00% | New |
| Prudential Financial history | 17.56K | $1.13M | 0.00% | Reduce |
| Deutsche Bank AG history | 16.51K | $1.06M | 0.00% | Reduce |
| Deutsche Bank AG history | 16.51K | $1.06M | 0.00% | Reduce |
| PNC Financial Services history | 16.36K | $1.05M | 0.00% | Reduce |
| Franklin Resources history | 13.14K | $842.27K | 0.00% | Hold |
| Wells Fargo & Co history | 12.87K | $825.16K | 0.00% | Add |
| Janus Henderson Group history | 8.97K | $569.36K | 0.00% | Hold |
| Manulife Financial history | 6.39K | $409.86K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 5.77K | $369.94K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 5.77K | $369.94K | 0.00% | Reduce |
| AQR Capital Management history | 4.67K | $299.41K | 0.00% | Reduce |
| T. Rowe Price Associates history | 21.54K | $1.38K | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 25.54K sh · $1.43M
- Arrowstreet Capital 10.93K sh · $613.66K
Fully Exited (vs previous quarter)
- Millennium Management sold 40.77K sh · $2.12M
- Janus Henderson Group sold 8.97K sh · $466.95K
- Point72 Asset Management sold 4.39K sh · $228.66K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | 3.13M | 3.02M | 3.45M | 3.36M | 3.30M | 3.26M | 3.48M | 3.35M | — | — | — | — | — | — | — | — | — | — | — | — |
| Morgan Stanley | 1.10M | 1.11M | 1.07M | 503.12K | 497.64K | 506.13K | 543.76K | 540.67K | 540.28K | 601.56K | 434.32K | 383.25K | 374.81K | 394.20K | 332.06K | 248.21K | 265.49K | 204.87K | 209.08K | 214.63K |
| Geode Capital Management | 500.56K | 469.92K | 464.48K | 459.35K | 443.85K | 444.13K | 431.77K | 434.56K | 431.13K | 400.25K | 390.54K | 368.17K | 355.86K | 341.93K | 330.26K | 319.25K | 312.88K | 314.05K | 306.87K | 304.33K |
| Legal & General Investment Management America | 437.50K | 405.85K | 388.55K | 379.76K | 285.68K | 255.59K | 195.84K | 199.14K | 229.64K | 50.94K | 169.94K | 174.46K | 176.05K | 171.11K | 128.68K | 119.64K | 106.46K | 101.67K | 103.89K | 94.68K |
| Invesco Ltd | 280.21K | 290.63K | 307.59K | 290.33K | 327.33K | 303.46K | 255.39K | 284.28K | 276.78K | 410.31K | 283.93K | 326.04K | 374.17K | 474.18K | 394.48K | 376.12K | 339.21K | 396.21K | 336.91K | 544.10K |
| Northern Trust Corp | 222.75K | 198.10K | 198.35K | 202.30K | 202.61K | 214.15K | 223.36K | 200.07K | 202.20K | 202.87K | 207.05K | 214.23K | 214.02K | 211.53K | 209.57K | 203.52K | 201.67K | 201.08K | 208.26K | 212.01K |
| Charles Schwab Investment Management | 193.65K | 191.88K | 210.79K | 204.71K | 181.85K | 169.01K | 172.47K | 167.28K | 160.44K | 148.41K | 146.04K | 138.15K | 136.71K | 132.46K | 131.38K | 127.73K | 124.23K | 126.87K | 122.95K | 120.92K |
| BNY Mellon | 179.02K | 177.62K | 180.81K | 166.72K | 193.55K | 189.80K | 214.91K | 207.93K | 219.12K | 194.72K | 170.83K | 188.94K | 197.73K | 203.67K | 201.27K | 194.37K | 184.18K | 191.53K | 191.03K | 211.81K |
| Two Sigma Investments | 163.00K | 65.52K | 4.10K | 25.59K | — | — | 15.76K | — | 12.30K | — | 4.47K | 3.80K | — | 37.14K | 28.61K | — | — | — | — | — |
| Renaissance Technologies | 110.81K | 147.01K | 129.21K | 215.01K | 202.91K | 180.41K | 161.21K | 187.60K | 262.70K | 284.70K | 206.40K | 202.10K | 196.62K | 211.10K | 226.80K | 169.60K | 207.50K | 215.30K | 240.10K | 271.70K |
| Principal Global Investors | 107.53K | 105.39K | 149.13K | 126.34K | 102.43K | 88.93K | 86.64K | 84.10K | 88.01K | 92.77K | 92.56K | 94.93K | 100.70K | 106.45K | 108.72K | 109.28K | 110.29K | 144.73K | 148.40K | 130.41K |
| Goldman Sachs Group | 84.71K | 129.82K | 159.05K | 245.27K | 241.49K | 190.57K | 154.03K | 120.76K | 125.36K | 65.70K | 29.02K | 16.98K | 39.89K | 224.07K | 331.87K | 171.52K | 93.14K | 60.46K | 35.64K | 48.09K |
| AQR Capital Management | 83.62K | 16.93K | 22.61K | 48.00K | 15.38K | 4.67K | 4.95K | — | — | — | — | — | — | — | — | — | 4.28K | 7.87K | 3.60K | — |
| PSP Investments | 63.96K | 65.65K | 63.47K | 70.32K | 61.10K | 56.62K | 44.62K | 37.78K | 39.18K | 36.96K | 36.96K | 21.94K | 31.38K | 31.02K | 32.09K | 32.28K | 32.50K | 32.66K | 35.64K | 35.35K |
| Bank of America Corp | 40.44K | 69.32K | 62.29K | 81.60K | 87.78K | 58.39K | 57.26K | 40.59K | 40.88K | 30.19K | 27.10K | 21.73K | 15.92K | 23.64K | 26.96K | 17.89K | 18.55K | 27.15K | 41.98K | 37.83K |
| UBS Group AG | 39.51K | 35.76K | 56.87K | 78.54K | 50.26K | 45.97K | 50.16K | 51.40K | 33.81K | 43.80K | 38.49K | 28.58K | 43.67K | 33.34K | 27.64K | 36.83K | 35.59K | 39.00K | 40.41K | 36.24K |
| D. E. Shaw & Co | 36.20K | 26.40K | 20.26K | 76.72K | 73.30K | 71.08K | 15.78K | 6.76K | 37.00K | 23.64K | — | — | — | 6.12K | 22.92K | 18.86K | 4.41K | — | — | — |
| JPMorgan Chase & Co | 25.54K | — | 28.15K | 35.31K | 39.69K | 55.58K | 92.56K | 32.22K | 47.53K | 54.84K | 60.32K | 41.44K | 35.15K | 18.51K | 28.80K | 36.17K | 22.37K | 60.45K | 66.49K | 10.22K |
| Citadel Advisors | 21.40K | 47.41K | 33.39K | 26.12K | 18.06K | 32.42K | 33.96K | 32.51K | 47.36K | 57.49K | 45.21K | 25.68K | 59.63K | 78.97K | 84.96K | 14.08K | 3.71K | 4.60K | 17.90K | 7.60K |
| Deutsche Bank AG | 20.88K | 18.23K | 16.24K | 15.84K | 14.09K | 16.51K | 17.21K | 12.07K | 10.26K | 12.10K | 10.77K | 10.94K | 21.87K | 27.75K | 38.09K | 9.44K | 38.78K | 13.07K | 16.14K | 15.66K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details