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Middlesex Water

199 hedge funds and large institutions have $901M invested in Middlesex Water in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 51 increasing their positions, 79 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,175% more call options, than puts

Call options by funds: $1.42M | Put options by funds: $111K

33% more capital invested

Capital invested by funds: $678M → $901M (+$223M)

10% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 20

4.73% more ownership

Funds ownership: 72.78%77.51% (+4.7%)

1% more funds holding

Funds holding: 197199 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

35% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 79

Holders
199
Holders Change
+2
Holders Change %
+1.02%
% of All Funds
2.86%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
22
Increased
51
Reduced
79
Closed
20
Calls
$1.42M
Puts
$111K
Net Calls
+$1.3M
Net Calls Change
+$588K
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
76
Mariner
Kansas
$563K +$7K +113 +1%
LSERS
77
Louisiana State Employees Retirement System
Louisiana
$561K -$24.8K -400 -4%
Commonwealth Equity Services
78
Commonwealth Equity Services
Massachusetts
$560K +$1.12K +18 +0.2%
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$556K +$175K +2,831 +50%
EI
80
Ethic Inc
New York
$548K -$389K -6,274 -38%
RJFSA
81
Raymond James Financial Services Advisors
Florida
$527K +$1.24K +20 +0.2%
PPW
82
Parcion Private Wealth
Washington
$522K
State of Tennessee, Department of Treasury
83
State of Tennessee, Department of Treasury
Tennessee
$518K -$17.3K -279 -3%
Comerica Bank
84
Comerica Bank
Texas
$514K -$13.5K -218 -3%
Creative Planning
85
Creative Planning
Kansas
$510K +$2.79K +45 +0.6%
BNP Paribas Financial Markets
86
BNP Paribas Financial Markets
France
$476K -$438K -7,058 -49%
Osaic Holdings
87
Osaic Holdings
Arizona
$475K -$185K -2,982 -29%
EAM
88
Eschler Asset Management
United Kingdom
$473K +$450K +7,256 New
Russell Investments Group
89
Russell Investments Group
United Kingdom
$468K -$6.76K -109 -1%
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$467K -$219K -3,527 -33%
Daiwa Securities Group
91
Daiwa Securities Group
Japan
$465K -$3.29K -53 -0.7%
Fidelity Investments
92
Fidelity Investments
Massachusetts
$458K +$38.3K +618 +10%
CYG
93
Clean Yield Group
Vermont
$452K
YCM
94
Yousif Capital Management
Michigan
$448K -$18.8K -303 -4%
D.E. Shaw & Co
95
D.E. Shaw & Co
New York
$441K -$1.87M -30,240 -82%
BC
96
Blackhill Capital
New Jersey
$435K
II
97
Inspire Investing
Idaho
$412K -$19K -306 -5%
EI
98
Ellevest Inc
New York
$402K +$382K +6,162 New
VOYA Investment Management
99
VOYA Investment Management
Georgia
$394K -$13.6K -219 -4%
MSRPS
100
Maryland State Retirement & Pension System
Maryland
$393K -$12.1K -195 -3%

MSEX Hedge Fund Activity: Q3 2024 in Review

199 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Middlesex Water (MSEX) for Q3 2024, worth a combined $901M — up 33% from $678M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new MSEX positions and 20 closed out — a net gain of 2 holders — while 51 added to existing stakes and 79 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $67.2M. The largest seller was Renaissance Technologies, cutting an estimated $4.66M.

  • 199 institutional investors held Middlesex Water (MSEX) as of Q3 2024, up from 197 in Q2 2024.
  • Funds reported $901M of Middlesex Water stock for Q3 2024, up 33% quarter-over-quarter.
  • 22 funds opened new Middlesex Water positions in Q3 2024 and 20 closed out, a net change of +2 holders.
  • The largest Middlesex Water buyer in Q3 2024 was First Trust Advisors, an estimated $67.2M added.
  • The largest Middlesex Water seller in Q3 2024 was Renaissance Technologies, an estimated $4.66M sold.

Based on aggregated 13F filings for Q3 2024.