Middlesex Water
MSEX
152 hedge funds and large institutions have $657M invested in Middlesex Water in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 56 reducing their positions, and 14 closing their positions.
589% more call options, than puts
Call options by funds: $1.97M | Put options by funds: $286K
7% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 14
1% more funds holding
Funds holding: 151 → 152 (+1)
0.08% less ownership
Funds ownership: 59.94% → 59.86% (-0.08%)
7% less capital invested
Capital invested by funds: $710M → $657M (-$52.5M)
32% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 56
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$3.53M |
| 2 |
State of Wisconsin Investment Board
Madison,
Wisconsin
|
+$3.37M |
| 3 |
NI
Nuance Investments
Kansas City,
Missouri
|
+$2.02M |
| 4 |
ZP
Zimmer Partners
New York
|
+$1.46M |
| 5 |
ProShare Advisors
Bethesda,
Maryland
|
+$1.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$2.69M |
| 2 |
Renaissance Technologies
New York
|
-$1.8M |
| 3 |
BlackRock
New York
|
-$1.53M |
| 4 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$1.23M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.21M |
MSEX Hedge Fund Activity: Q3 2020 in Review
152 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Middlesex Water (MSEX) for Q3 2020, worth a combined $657M — down 7.4% from $710M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new MSEX positions and 14 closed out — a net gain of 1 holder — while 38 added to existing stakes and 56 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $3.53M. The largest seller was Vanguard Group, cutting an estimated $2.69M.
- 152 institutional investors held Middlesex Water (MSEX) as of Q3 2020, up from 151 in Q2 2020.
- Funds reported $657M of Middlesex Water stock for Q3 2020, down 7.4% quarter-over-quarter.
- 15 funds opened new Middlesex Water positions in Q3 2020 and 14 closed out, a net change of +1 holder.
- The largest Middlesex Water buyer in Q3 2020 was First Trust Advisors, an estimated $3.53M added.
- The largest Middlesex Water seller in Q3 2020 was Vanguard Group, an estimated $2.69M sold.
Based on aggregated 13F filings for Q3 2020.