Middlesex Water
MSEX
216 hedge funds and large institutions have $739M invested in Middlesex Water in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 92 increasing their positions, 54 reducing their positions, and 23 closing their positions.
1,574% more call options, than puts
Call options by funds: $720K | Put options by funds: $43K
70% more repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 54
17% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 23
0% more funds holding
Funds holding: 215 → 216 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.8% less ownership
Funds ownership: 77.34% → 75.53% (-1.8%)
17% less capital invested
Capital invested by funds: $887M → $739M (-$147M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$3.01M |
| 2 |
BlackRock
New York
|
+$1.86M |
| 3 |
Legal & General Group
London,
United Kingdom
|
+$1.78M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.74M |
| 5 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$1.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Amundi
Paris,
France
|
-$7.97M |
| 2 |
State Street
Boston,
Massachusetts
|
-$6.57M |
| 3 |
TCMG
TSP Capital Management Group
Summit,
New Jersey
|
-$6.47M |
| 4 |
DFCM
Dark Forest Capital Management
San Juan,
Puerto Rico
|
-$3.36M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$2.65M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VI
226
Versor Investments
New York
| – | -$359K | -5,600 | Closed |
|
|
EI
227
Ellevest Inc
New York
| – | -$299K | -4,662 | Closed |
|
|
CWM
228
CIBC World Markets
New York
| – | -$251K | -3,920 | Closed |
|
229
Victory Capital Management
San Antonio,
Texas
| – | -$238K | -3,707 | Closed |
|
|
CAG
230
Crestwood Advisors Group
Boston,
Massachusetts
| – | -$208K | -3,250 | Closed |
|
|
MAM
231
Meeder Asset Management
Dublin,
Ohio
| – | -$203K | -3,170 | Closed |
|
232
KBC Group
Brussels,
Belgium
| – | -$67K | -1,047 | Closed |
|
|
OAM
233
Ostrum Asset Management
Paris,
France
| – | -$58.9K | -919 | Closed |
|
|
ACM
234
Aster Capital Management
Dubai,
United Arab Emirates
| – | -$24.8K | -495 | Closed |
|
|
QC
235
Quent Capital
New York
| – | -$7.18K | -112 | Closed |
|
|
CIAM
236
Caitong International Asset Management
Hong Kong
| – | -$3.91K | -61 | Closed |
|
|
SC
237
Stephens Consulting
Flint,
Michigan
| – | -$321 | -5 | Closed |
|
|
SS
238
SBI Securities
Tokyo,
Japan
| – | -$64 | -1 | Closed |
|
MSEX Hedge Fund Activity: Q2 2025 in Review
216 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Middlesex Water (MSEX) for Q2 2025, worth a combined $739M — down 17% from $887M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new MSEX positions and 23 closed out — a net gain of 4 holders — while 92 added to existing stakes and 54 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $3.01M. The largest seller was Amundi, exiting entirely with an estimated $7.97M sold.
- 216 institutional investors held Middlesex Water (MSEX) as of Q2 2025, up from 215 in Q1 2025.
- Funds reported $739M of Middlesex Water stock for Q2 2025, down 17% quarter-over-quarter.
- 27 funds opened new Middlesex Water positions in Q2 2025 and 23 closed out, a net change of +4 holders.
- The largest Middlesex Water buyer in Q2 2025 was Goldman Sachs, an estimated $3.01M added.
- The largest Middlesex Water seller in Q2 2025 was Amundi, an estimated $7.97M sold.
Based on aggregated 13F filings for Q2 2025.