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Middlesex Water
MSEX

154 hedge funds and large institutions have $847M invested in Middlesex Water in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 59 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 40

29% more capital invested

Capital invested by funds: $657M → $847M (+$190M)

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

2.06% more ownership

Funds ownership: 59.86% → 61.92% (+2.1%)

1% more funds holding

Funds holding: 152 → 154 (+2)

Holders
154
Holders Change
+2
Holders Change %
+1.32%
% of All Funds
2.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
59
Reduced
40
Closed
10
Calls
$949K
Puts
–
Net Calls
+$949K
Net Calls Change
-$736K

Top Buyers

Rank Fund Capital Flow
1
TCMG
TSP Capital Management Group
New Jersey
+$9.53M
2
BlackRock
BlackRock
New York
+$3.21M
3
EVM
Eaton Vance Management
Massachusetts
+$3.14M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$2.43M
5
JP Morgan Chase
JP Morgan Chase
New York
+$2.3M

Top Sellers

Rank Fund Capital Flow
1
AAMU
Amundi Asset Management US
Massachusetts
-$4.35M
2
MAM
Martingale Asset Management
Massachusetts
-$2.55M
3
Renaissance Technologies
Renaissance Technologies
New York
-$2.03M
4
ZP
Zimmer Partners
New York
-$1.4M
5
TRCT
Tower Research Capital (TRC)
New York
-$1.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
101
Stifel Financial
Missouri
$351K – – –
Lazard Asset Management
102
Lazard Asset Management
New York
$345K -$284K -4,111 -46%
SAA
103
Southeast Asset Advisors
Georgia
$344K – – –
EMG
104
ETF Managers Group
New Jersey
$334K +$28.5K +412 +10%
MLICM
105
Metropolitan Life Insurance Company (MetLife)
New York
$330K -$55.8K -807 -15%
WS
106
Wedbush Securities
California
$327K -$67.8K -980 -18%
Squarepoint
107
Squarepoint
New York
$323K +$308K +4,461 New
Creative Planning
108
Creative Planning
Kansas
$322K – – –
EWM
109
Endurance Wealth Management
Rhode Island
$290K – – –
GT
110
Glenmede Trust
Pennsylvania
$290K +$1.11K +16 +0.4%
Citigroup
111
Citigroup
New York
$266K +$172K +2,488 +210%
BNP Paribas Financial Markets
112
BNP Paribas Financial Markets
France
$240K -$52.2K -755 -19%
MCM
113
Murphy Capital Management
New Jersey
$239K – – –
PAM
114
Panagora Asset Management
Massachusetts
$237K – – –
Commonwealth Equity Services
115
Commonwealth Equity Services
Massachusetts
$236K +$277 +4 +0.1%
MCM
116
McRae Capital Management
New Jersey
$225K +$214K +3,100 New
TCA
117
Tortoise Capital Advisors
Kansas
$213K +$1.18K +17 +0.6%
Bessemer Group
118
Bessemer Group
New Jersey
$192K +$115K +1,666 +171%
TIS
119
Tortoise Index Solutions
Kansas
$147K +$12.7K +184 +10%
KC
120
Kepos Capital
New York
$112K +$43.7K +632 +70%
CFN
121
Cordasco Financial Network
Florida
$105K +$277 +4 +0.3%
AIP
122
Ameritas Investment Partners
Nebraska
$101K – – –
Zurich Cantonal Bank
123
Zurich Cantonal Bank
Switzerland
$100K – – –
Canada Life
124
Canada Life
Manitoba, Canada
$96K – – –
FFC
125
First Financial Corp
Indiana
$91K – – –
3 4
5
6 7

MSEX Hedge Fund Activity: Q4 2020 in Review

154 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Middlesex Water (MSEX) for Q4 2020, worth a combined $847M — up 29% from $657M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new MSEX positions and 10 closed out — a net gain of 2 holders — while 59 added to existing stakes and 40 trimmed.

The largest buyer was TSP Capital Management Group, opening a new position worth an estimated $9.53M. The largest seller was Amundi Asset Management US, cutting an estimated $4.35M.

  • 154 institutional investors held Middlesex Water (MSEX) as of Q4 2020, up from 152 in Q3 2020.
  • Funds reported $847M of Middlesex Water stock for Q4 2020, up 29% quarter-over-quarter.
  • 12 funds opened new Middlesex Water positions in Q4 2020 and 10 closed out, a net change of +2 holders.
  • The largest Middlesex Water buyer in Q4 2020 was TSP Capital Management Group, an estimated $9.53M added.
  • The largest Middlesex Water seller in Q4 2020 was Amundi Asset Management US, an estimated $4.35M sold.

Based on aggregated 13F filings for Q4 2020.