Middlesex Water
MSEX
122 hedge funds and large institutions have $325M invested in Middlesex Water in 2017 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 48 increasing their positions, 30 reducing their positions, and 10 closing their positions.
150% more call options, than puts
Call options by funds: $5K | Put options by funds: $2K
60% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 30
10% more capital invested
Capital invested by funds: $295M → $325M (+$29.6M)
1.36% more ownership
Funds ownership: 47.8% → 49.16% (+1.4%)
0% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 10
1% less funds holding
Funds holding: 123 → 122 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$4.03M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$3.12M |
| 3 |
NI
Nuance Investments
Kansas City,
Missouri
|
+$2.84M |
| 4 |
IAMU
Impax Asset Management (UK)
London,
United Kingdom
|
+$2.46M |
| 5 |
ProShare Advisors
Bethesda,
Maryland
|
+$1.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$4.76M |
| 2 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$2.38M |
| 3 |
JP Morgan Chase
New York
|
-$1.2M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$1.02M |
| 5 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
-$924K |
MSEX Hedge Fund Activity: Q2 2017 in Review
122 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Middlesex Water (MSEX) for Q2 2017, worth a combined $325M — up 10% from $295M a quarter earlier.
Fund positioning in MSEX was balanced in Q2 2017: 10 funds opened new positions, 10 closed out, 48 added to existing stakes and 30 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $4.03M. The largest seller was Parametric Portfolio Associates, cutting an estimated $4.76M.
- 122 institutional investors held Middlesex Water (MSEX) as of Q2 2017, down from 123 in Q1 2017.
- Funds reported $325M of Middlesex Water stock for Q2 2017, up 10% quarter-over-quarter.
- 10 funds opened new Middlesex Water positions in Q2 2017 and 10 closed out, a net change of 0 holders.
- The largest Middlesex Water buyer in Q2 2017 was T. Rowe Price Associates, an estimated $4.03M added.
- The largest Middlesex Water seller in Q2 2017 was Parametric Portfolio Associates, an estimated $4.76M sold.
Based on aggregated 13F filings for Q2 2017.