Middlesex Water
MSEX
215 hedge funds and large institutions have $887M invested in Middlesex Water in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 58 increasing their positions, 76 reducing their positions, and 24 closing their positions.
838% more call options, than puts
Call options by funds: $788K | Put options by funds: $84K
33% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 24
24% more capital invested
Capital invested by funds: $713M → $887M (+$174M)
2% more funds holding
Funds holding: 210 → 215 (+5)
1.44% more ownership
Funds ownership: 75.9% → 77.34% (+1.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
24% less repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 76
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$17.3M |
| 2 |
ZP
Zimmer Partners
New York
|
+$6.1M |
| 3 |
Legal & General Group
London,
United Kingdom
|
+$3.25M |
| 4 |
D.E. Shaw & Co
New York
|
+$3M |
| 5 |
DFCM
Dark Forest Capital Management
San Juan,
Puerto Rico
|
+$2.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$11.5M |
| 2 |
PCM
Penn Capital Management
Philadelphia,
Pennsylvania
|
-$3.9M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$2.69M |
| 4 |
HSBC Holdings
London,
United Kingdom
|
-$2.62M |
| 5 |
HF
HRT Financial
New York
|
-$2.59M |
MSEX Hedge Fund Activity: Q1 2025 in Review
215 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Middlesex Water (MSEX) for Q1 2025, worth a combined $887M — up 24% from $713M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new MSEX positions and 24 closed out — a net gain of 8 holders — while 58 added to existing stakes and 76 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $17.3M. The largest seller was BlackRock, cutting an estimated $11.5M.
- 215 institutional investors held Middlesex Water (MSEX) as of Q1 2025, up from 210 in Q4 2024.
- Funds reported $887M of Middlesex Water stock for Q1 2025, up 24% quarter-over-quarter.
- 32 funds opened new Middlesex Water positions in Q1 2025 and 24 closed out, a net change of +8 holders.
- The largest Middlesex Water buyer in Q1 2025 was First Trust Advisors, an estimated $17.3M added.
- The largest Middlesex Water seller in Q1 2025 was BlackRock, an estimated $11.5M sold.
Based on aggregated 13F filings for Q1 2025.