Middlesex Water
MSEX
191 hedge funds and large institutions have $883M invested in Middlesex Water in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 69 increasing their positions, 59 reducing their positions, and 18 closing their positions.
1,493% more call options, than puts
Call options by funds: $1.67M | Put options by funds: $105K
39% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 18
17% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 59
7% more capital invested
Capital invested by funds: $828M → $883M (+$54.4M)
5.07% more ownership
Funds ownership: 70.51% → 75.57% (+5.1%)
3% more funds holding
Funds holding: 186 → 191 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$32M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$10.3M |
| 3 |
BlackRock
New York
|
+$3.37M |
| 4 |
FP
Foundry Partners
Minneapolis,
Minnesota
|
+$3.04M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$1.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pictet Asset Management
Carouge,
Switzerland
|
-$6.44M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$2.78M |
| 3 |
SG Americas Securities
New York
|
-$2.16M |
| 4 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$1.91M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$1.24M |
MSEX Hedge Fund Activity: Q4 2023 in Review
191 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Middlesex Water (MSEX) for Q4 2023, worth a combined $883M — up 6.6% from $828M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new MSEX positions and 18 closed out — a net gain of 7 holders — while 69 added to existing stakes and 59 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $32M. The largest seller was Pictet Asset Management, cutting an estimated $6.44M.
- 191 institutional investors held Middlesex Water (MSEX) as of Q4 2023, up from 186 in Q3 2023.
- Funds reported $883M of Middlesex Water stock for Q4 2023, up 6.6% quarter-over-quarter.
- 25 funds opened new Middlesex Water positions in Q4 2023 and 18 closed out, a net change of +7 holders.
- The largest Middlesex Water buyer in Q4 2023 was Morgan Stanley, an estimated $32M added.
- The largest Middlesex Water seller in Q4 2023 was Pictet Asset Management, an estimated $6.44M sold.
Based on aggregated 13F filings for Q4 2023.