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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
GIA
101
Guyasuta Investment Advisors
Pennsylvania
$391K
SPIA
102
Steward Partners Investment Advisory
New York
$391K
KAS
103
Kestra Advisory Services
Texas
$375K -$55.8K -900 -14%
Janney Montgomery Scott
104
Janney Montgomery Scott
Pennsylvania
$375K -$4.03K -65 -1%
TRSOTSOK
105
Teachers Retirement System of the State of Kentucky
Kentucky
$372K
FMTC
106
Farmers & Merchants Trust Company
California
$364K
New York State Common Retirement Fund
107
New York State Common Retirement Fund
New York
$362K -$105K -1,700 -23%
Susquehanna International Group
108
Susquehanna International Group
Pennsylvania
$347K -$160K -2,578 -33%
AB
109
Amalgamated Bank
New York
$343K -$1.05K -17 -0.3%
ASRS
110
Arizona State Retirement System
Arizona
$335K +$8.99K +145 +3%
AWM
111
Affinity Wealth Management
Delaware
$326K -$124K -2,000 -29%
TA
112
Teton Advisors
New York
$326K
State Board of Administration of Florida Retirement System
113
State Board of Administration of Florida Retirement System
Florida
$313K
SAA
114
Southeast Asset Advisors
Georgia
$310K
CCM
115
Cullen Capital Management
New York
$308K +$3.04K +49 +1%
GT
116
Glenmede Trust
Pennsylvania
$300K +$4.96K +80 +2%
CHP
117
Cable Hill Partners
Oregon
$292K +$278K +4,477 New
Stifel Financial
118
Stifel Financial
Missouri
$289K
Cambridge Investment Research Advisors
119
Cambridge Investment Research Advisors
Iowa
$283K +$310 +5 +0.1%
MMPW
120
Mitchell McLeod Pugh & Williams
Alabama
$282K -$6.14K -99 -2%
CFD
121
Creative Financial Designs
Indiana
$276K +$12.5K +201 +5%
OPERF
122
Oregon Public Employees Retirement Fund
Oregon
$275K -$6.2K -100 -2%
QCG
123
Quadrant Capital Group
Ohio
$273K +$11K +177 +4%
IIM
124
INTECH Investment Management
Florida
$271K +$258K +4,161 New
GAM
125
Gotham Asset Management
New York
$269K -$19.3K -312 -7%

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.