Middlesex Water
MSEX
202 hedge funds and large institutions have $942M invested in Middlesex Water in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 75 increasing their positions, 49 reducing their positions, and 19 closing their positions.
593% more call options, than puts
Call options by funds: $1.52M | Put options by funds: $220K
53% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 49
42% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 19
3.01% more ownership
Funds ownership: 67.53% → 70.53% (+3%)
2% more funds holding
Funds holding: 198 → 202 (+4)
2% more capital invested
Capital invested by funds: $926M → $942M (+$16.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$13.9M |
| 2 |
TCMG
TSP Capital Management Group
Summit,
New Jersey
|
+$10.2M |
| 3 |
Morgan Stanley
New York
|
+$7.28M |
| 4 |
HSBC Holdings
London,
United Kingdom
|
+$5.91M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$5.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$10.3M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$5.24M |
| 3 |
Millennium Management
New York
|
-$1.99M |
| 4 |
Jane Street
New York
|
-$1.23M |
| 5 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
-$846K |
MSEX Hedge Fund Activity: Q4 2022 in Review
202 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Middlesex Water (MSEX) for Q4 2022, worth a combined $942M — up 1.7% from $926M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new MSEX positions and 19 closed out — a net gain of 8 holders — while 75 added to existing stakes and 49 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $13.9M. The largest seller was State Street, cutting an estimated $10.3M.
- 202 institutional investors held Middlesex Water (MSEX) as of Q4 2022, up from 198 in Q3 2022.
- Funds reported $942M of Middlesex Water stock for Q4 2022, up 1.7% quarter-over-quarter.
- 27 funds opened new Middlesex Water positions in Q4 2022 and 19 closed out, a net change of +8 holders.
- The largest Middlesex Water buyer in Q4 2022 was Goldman Sachs, an estimated $13.9M added.
- The largest Middlesex Water seller in Q4 2022 was State Street, an estimated $10.3M sold.
Based on aggregated 13F filings for Q4 2022.