Middlesex Water
MSEX
186 hedge funds and large institutions have $1.28B invested in Middlesex Water in 2021 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 56 increasing their positions, 47 reducing their positions, and 17 closing their positions.
165% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 17
119% more call options, than puts
Call options by funds: $1.48M | Put options by funds: $675K
41% more capital invested
Capital invested by funds: $906M → $1.28B (+$372M)
19% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 47
17% more funds holding
Funds holding: 159 → 186 (+27)
7.74% more ownership
Funds ownership: 62.85% → 70.59% (+7.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$143M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$30.3M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$27M |
| 4 |
State Street
Boston,
Massachusetts
|
+$21.8M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
+$12.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KBC Group
Brussels,
Belgium
|
-$25.2M |
| 2 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$20.9M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$17.5M |
| 4 |
GF
Gabelli Funds
Rye,
New York
|
-$7.8M |
| 5 |
NI
Nuance Investments
Kansas City,
Missouri
|
-$6.86M |
MSEX Hedge Fund Activity: Q3 2021 in Review
186 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Middlesex Water (MSEX) for Q3 2021, worth a combined $1.28B — up 41% from $906M a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new MSEX positions and 17 closed out — a net gain of 28 holders — while 56 added to existing stakes and 47 trimmed.
The largest buyer was BlackRock, adding an estimated $143M. The largest seller was KBC Group, cutting an estimated $25.2M.
- 186 institutional investors held Middlesex Water (MSEX) as of Q3 2021, up from 159 in Q2 2021.
- Funds reported $1.28B of Middlesex Water stock for Q3 2021, up 41% quarter-over-quarter.
- 45 funds opened new Middlesex Water positions in Q3 2021 and 17 closed out, a net change of +28 holders.
- The largest Middlesex Water buyer in Q3 2021 was BlackRock, an estimated $143M added.
- The largest Middlesex Water seller in Q3 2021 was KBC Group, an estimated $25.2M sold.
Based on aggregated 13F filings for Q3 2021.