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Middlesex Water

131 hedge funds and large institutions have $375M invested in Middlesex Water in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 44 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

307% more call options, than puts

Call options by funds: $822K | Put options by funds: $202K

20% more capital invested

Capital invested by funds: $312M → $375M (+$62.8M)

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

16% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 38

2.37% more ownership

Funds ownership: 51.94%54.32% (+2.4%)

2% more funds holding

Funds holding: 129131 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
131
Holders Change
+2
Holders Change %
+1.55%
% of All Funds
3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
44
Reduced
38
Closed
10
Calls
$822K
Puts
$202K
Net Calls
+$620K
Net Calls Change
-$143K
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
26
Martingale Asset Management
Massachusetts
$2.35M -$158K -3,800 -6%
OC
27
Oppenheimer & Co
New York
$2.06M -$1.86K -45 -0.1%
NSIM
28
North Star Investment Management
Illinois
$1.9M -$22.8K -550 -1%
Deutsche Bank
29
Deutsche Bank
Germany
$1.77M +$70.5K +1,702 +4%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$1.64M +$54.7K +1,320 +4%
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$1.64M -$279K -6,733 -15%
CS
32
Credit Suisse
Switzerland
$1.51M -$177K -4,277 -11%
PPA
33
Parametric Portfolio Associates
Washington
$1.5M +$88.5K +2,136 +6%
TCIM
34
TIAA CREF Investment Management
New York
$1.48M -$113K -2,735 -7%
UBS Group
35
UBS Group
Switzerland
$1.43M +$49.4K +1,191 +4%
Wells Fargo
36
Wells Fargo
California
$1.38M -$65.9K -1,590 -5%
TA
37
Teachers Advisors
New York
$1.34M +$77.7K +1,874 +6%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$1.27M -$73.8K -1,780 -6%
TA
39
Teton Advisors
New York
$1.25M
Bank of America
40
Bank of America
North Carolina
$1.21M -$42.4K -1,023 -3%
Swiss National Bank
41
Swiss National Bank
Switzerland
$1.2M
AQR Capital Management
42
AQR Capital Management
Connecticut
$1.14M -$257K -6,195 -19%
Victory Capital Management
43
Victory Capital Management
Texas
$1.07M +$20.8K +501 +2%
HTC
44
Haverford Trust Company
Pennsylvania
$1.03M
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$1.03M +$8.12K +196 +0.8%
Bessemer Group
46
Bessemer Group
New Jersey
$932K -$80.6K -1,945 -8%
AllianceBernstein
47
AllianceBernstein
Tennessee
$911K -$51.9K -1,253 -5%
SI
48
Stephens Inc
Arkansas
$877K +$97.3K +2,347 +13%
MCM
49
Manchester Capital Management
Vermont
$853K
Comerica Bank
50
Comerica Bank
Texas
$830K

MSEX Hedge Fund Activity: Q2 2018 in Review

131 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Middlesex Water (MSEX) for Q2 2018, worth a combined $375M — up 20% from $312M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new MSEX positions and 10 closed out — a net gain of 2 holders — while 44 added to existing stakes and 38 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $14.8M. The largest seller was Water Asset Management, cutting an estimated $5.5M.

  • 131 institutional investors held Middlesex Water (MSEX) as of Q2 2018, up from 129 in Q1 2018.
  • Funds reported $375M of Middlesex Water stock for Q2 2018, up 20% quarter-over-quarter.
  • 12 funds opened new Middlesex Water positions in Q2 2018 and 10 closed out, a net change of +2 holders.
  • The largest Middlesex Water buyer in Q2 2018 was T. Rowe Price Associates, an estimated $14.8M added.
  • The largest Middlesex Water seller in Q2 2018 was Water Asset Management, an estimated $5.5M sold.

Based on aggregated 13F filings for Q2 2018.