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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
191
Holders Change
+5
Holders Change %
+2.69%
% of All Funds
2.78%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
25
Increased
69
Reduced
59
Closed
18
Calls
$1.67M
Puts
$105K
Net Calls
+$1.57M
Net Calls Change
+$270K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$32M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$10.3M
3
BlackRock
BlackRock
New York
+$3.37M
4
FP
Foundry Partners
Minnesota
+$3.04M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$1.74M

Top Sellers

Rank Fund Capital Flow
1
Pictet Asset Management
Pictet Asset Management
Switzerland
-$6.44M
2
Invesco
Invesco
Georgia
-$2.78M
3
SG Americas Securities
SG Americas Securities
New York
-$2.16M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
-$1.91M
5
First Trust Advisors
First Trust Advisors
Illinois
-$1.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
State of Wisconsin Investment Board
101
State of Wisconsin Investment Board
Wisconsin
$373K +$374K +5,682 New
KAS
102
Kestra Advisory Services
Texas
$373K -$17K -258 -4%
Millennium Management
103
Millennium Management
New York
$370K +$372K +5,643 New
MMPW
104
Mitchell McLeod Pugh & Williams
Alabama
$366K +$66 +1 +0%
FMTC
105
Farmers & Merchants Trust Company
California
$366K – – –
AAG
106
Armstrong Advisory Group
Massachusetts
$365K -$9.23K -140 -2%
EGM
107
Engineers Gate Manager
New York
$353K +$354K +5,375 New
OPERF
108
Oregon Public Employees Retirement Fund
Oregon
$342K -$1.98K -30 -0.6%
Russell Investments Group
109
Russell Investments Group
United Kingdom
$336K -$20.9K -317 -6%
State Board of Administration of Florida Retirement System
110
State Board of Administration of Florida Retirement System
Florida
$328K – – –
TA
111
Teton Advisors
New York
$328K -$13.2K -200 -4%
Fidelity Investments
112
Fidelity Investments
Massachusetts
$326K +$66K +1,001 +25%
ASRS
113
Arizona State Retirement System
Arizona
$326K -$4.81K -73 -1%
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$320K +$310K +4,704 New
SAA
115
Southeast Asset Advisors
Georgia
$312K – – –
Cambridge Investment Research Advisors
116
Cambridge Investment Research Advisors
Iowa
$311K -$67.2K -1,019 -18%
MCM
117
Manchester Capital Management
Vermont
$307K +$308K +4,675 New
Stifel Financial
118
Stifel Financial
Missouri
$297K +$8.63K +131 +3%
GT
119
Glenmede Trust
Pennsylvania
$295K +$17K +258 +6%
Two Sigma Investments
120
Two Sigma Investments
New York
$294K +$44.4K +673 +18%
Handelsbanken Fonder
121
Handelsbanken Fonder
Sweden
$277K +$33.9K +515 +14%
Allspring Global Investments
122
Allspring Global Investments
North Carolina
$275K -$1.91M -28,951 -87%
WS
123
Wedbush Securities
California
$259K +$1.32K +20 +0.5%
Mariner
124
Mariner
Kansas
$257K +$27K +409 +12%
Verition Fund Management
125
Verition Fund Management
Connecticut
$257K +$258K +3,914 New
3 4
5
6 7

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.