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Middlesex Water
MSEX

133 hedge funds and large institutions have $332M invested in Middlesex Water in 2017 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 41 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 10

41% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 29

9% more funds holding

Funds holding: 122 → 133 (+11)

3% more capital invested

Capital invested by funds: $323M → $332M (+$8.92M)

0.56% more ownership

Funds ownership: 50.3% → 50.87% (+0.56%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
133
Holders Change
+11
Holders Change %
+9.02%
% of All Funds
3.02%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
41
Reduced
29
Closed
10
Calls
$220K
Puts
–
Net Calls
+$220K
Net Calls Change
-$251K

Top Buyers

1
Millennium Management
Millennium Management
New York
+$2.78M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$2.23M
3
Deutsche Bank
Deutsche Bank
Germany
+$1.19M
4
BlackRock
BlackRock
New York
+$1.16M
5
Morgan Stanley
Morgan Stanley
New York
+$897K

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.93M
2
CCB
Cutter & Co Brokerage
Missouri
-$1.58M
3
Invesco
Invesco
Georgia
-$1.02M
4
AP
AHL Partners
United Kingdom
-$875K
5
HighTower Advisors
HighTower Advisors
Illinois
-$733K
Name Holding Trade Value Shares
Change 		Change in
Stake
Macquarie Group
126
Macquarie Group
Australia
$11K +$11.9K +277 New
BWP
127
Baldwin Wealth Partners
Massachusetts
$8K – – –
GEA
128
Glen Eagle Advisors
New Jersey
$7.98K – – –
IA
129
IFP Advisors
Florida
$4K -$8.62K -200 -67%
BBHC
130
Brown Brothers Harriman & Co
New York
$3K +$2.93K +68 New
DCM
131
Delpha Capital Management
New York
$3K +$3.15K +73 New
US Bancorp
132
US Bancorp
Minnesota
$2K – – –
Arrowstreet Capital
133
Arrowstreet Capital
Massachusetts
– -$1.93M -49,127 Closed
CCB
134
Cutter & Co Brokerage
Missouri
– -$1.58M -40,368 Closed
AP
135
AHL Partners
United Kingdom
– -$875K -22,274 Closed
HighTower Advisors
136
HighTower Advisors
Illinois
– -$733K -18,519 Closed
NFA
137
Nationwide Fund Advisors
Ohio
– -$341K -8,683 Closed
CCIA
138
Campbell & Co Investment Adviser
Maryland
– -$330K -8,400 Closed
VF
139
Virtu Financial
New York
– -$314K -7,986 Closed
CHC
140
City Holding Co
West Virginia
– -$20K -500 Closed
NFG
141
Next Financial Group
Texas
– -$7K -150 Closed
FFW
142
Fusion Family Wealth
New York
– -$4K -100 Closed
2 3 4 5
6

MSEX Hedge Fund Activity: Q4 2017 in Review

133 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Middlesex Water (MSEX) for Q4 2017, worth a combined $332M — up 2.8% from $323M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new MSEX positions and 10 closed out — a net gain of 12 holders — while 41 added to existing stakes and 29 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $2.78M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $1.93M sold.

  • 133 institutional investors held Middlesex Water (MSEX) as of Q4 2017, up from 122 in Q3 2017.
  • Funds reported $332M of Middlesex Water stock for Q4 2017, up 2.8% quarter-over-quarter.
  • 22 funds opened new Middlesex Water positions in Q4 2017 and 10 closed out, a net change of +12 holders.
  • The largest Middlesex Water buyer in Q4 2017 was Millennium Management, an estimated $2.78M added.
  • The largest Middlesex Water seller in Q4 2017 was Arrowstreet Capital, an estimated $1.93M sold.

Based on aggregated 13F filings for Q4 2017.