Middlesex Water
MSEX
161 hedge funds and large institutions have $468M invested in Middlesex Water in 2018 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 39 increasing their positions, 45 reducing their positions, and 6 closing their positions.
517% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 6
164% more call options, than puts
Call options by funds: $1.55M | Put options by funds: $587K
24% more funds holding
Funds holding: 130 → 161 (+31)
7% more capital invested
Capital invested by funds: $438M → $468M (+$30.1M)
0.61% more ownership
Funds ownership: 54.37% → 54.98% (+0.61%)
13% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 45
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCMG
TSP Capital Management Group
Summit,
New Jersey
|
+$8.61M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$2.59M |
| 3 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$2.28M |
| 4 |
MPAM
Monarch Partners Asset Management
Boston,
Massachusetts
|
+$630K |
| 5 |
BlackRock
New York
|
+$629K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$2.71M |
| 2 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$1.8M |
| 3 |
Impax Asset Management Group
London,
United Kingdom
|
-$1.34M |
| 4 |
NI
Nuance Investments
Kansas City,
Missouri
|
-$959K |
| 5 |
CAM
Cortina Asset Management
Milwaukee,
Wisconsin
|
-$940K |
MSEX Hedge Fund Activity: Q4 2018 in Review
161 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Middlesex Water (MSEX) for Q4 2018, worth a combined $468M — up 6.9% from $438M a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new MSEX positions and 6 closed out — a net gain of 31 holders — while 39 added to existing stakes and 45 trimmed.
The largest buyer was TSP Capital Management Group, opening a new position worth an estimated $8.61M. The largest seller was Norges Bank, cutting an estimated $2.71M.
- 161 institutional investors held Middlesex Water (MSEX) as of Q4 2018, up from 130 in Q3 2018.
- Funds reported $468M of Middlesex Water stock for Q4 2018, up 6.9% quarter-over-quarter.
- 37 funds opened new Middlesex Water positions in Q4 2018 and 6 closed out, a net change of +31 holders.
- The largest Middlesex Water buyer in Q4 2018 was TSP Capital Management Group, an estimated $8.61M added.
- The largest Middlesex Water seller in Q4 2018 was Norges Bank, an estimated $2.71M sold.
Based on aggregated 13F filings for Q4 2018.