Middlesex Water
MSEX
210 hedge funds and large institutions have $713M invested in Middlesex Water in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 70 increasing their positions, 59 reducing their positions, and 17 closing their positions.
485% more call options, than puts
Call options by funds: $310K | Put options by funds: $53K
71% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 17
19% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 59
6% more funds holding
Funds holding: 199 → 210 (+11)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.61% less ownership
Funds ownership: 77.51% → 75.9% (-1.6%)
21% less capital invested
Capital invested by funds: $901M → $713M (-$188M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$7.96M |
| 2 |
BlackRock
New York
|
+$7.92M |
| 3 |
Jane Street
New York
|
+$5.07M |
| 4 |
JP Morgan Chase
New York
|
+$3.79M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
+$3.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$44.1M |
| 2 |
KBC Group
Brussels,
Belgium
|
-$16M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$3.51M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$1.84M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$1.81M |
MSEX Hedge Fund Activity: Q4 2024 in Review
210 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Middlesex Water (MSEX) for Q4 2024, worth a combined $713M — down 21% from $901M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new MSEX positions and 17 closed out — a net gain of 12 holders — while 70 added to existing stakes and 59 trimmed.
The largest buyer was T. Rowe Price Investment Management, adding an estimated $7.96M. The largest seller was First Trust Advisors, cutting an estimated $44.1M.
- 210 institutional investors held Middlesex Water (MSEX) as of Q4 2024, up from 199 in Q3 2024.
- Funds reported $713M of Middlesex Water stock for Q4 2024, down 21% quarter-over-quarter.
- 29 funds opened new Middlesex Water positions in Q4 2024 and 17 closed out, a net change of +12 holders.
- The largest Middlesex Water buyer in Q4 2024 was T. Rowe Price Investment Management, an estimated $7.96M added.
- The largest Middlesex Water seller in Q4 2024 was First Trust Advisors, an estimated $44.1M sold.
Based on aggregated 13F filings for Q4 2024.