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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
AAG
126
Armstrong Advisory Group
Massachusetts
$269K +$310 +5 +0.1%
Pictet Asset Management
127
Pictet Asset Management
Switzerland
$249K +$237K +3,817 New
COPPSERS
128
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$249K -$1.92K -31 -0.8%
ECM
129
Everence Capital Management
Indiana
$230K +$218K +3,520 New
Victory Capital Management
130
Victory Capital Management
Texas
$230K +$219K +3,525 New
Wealth Enhancement Advisory Services
131
Wealth Enhancement Advisory Services
Minnesota
$225K +$214K +3,453 New
Balyasny Asset Management
132
Balyasny Asset Management
Illinois
$217K +$206K +3,330 New
JF
133
Jump Financial
Illinois
$215K -$760K -12,258 -79%
Marshall Wace
134
Marshall Wace
United Kingdom
$212K -$1.33M -21,436 -87%
CAG
135
Crestwood Advisors Group
Massachusetts
$210K +$200K +3,219 New
Public Employees Retirement Association of Colorado
136
Public Employees Retirement Association of Colorado
Colorado
$194K
Zurich Cantonal Bank
137
Zurich Cantonal Bank
Switzerland
$189K
GI
138
GAMMA Investing
California
$133K +$50.5K +815 +66%
AIP
139
Ameritas Investment Partners
Nebraska
$114K
TRCT
140
Tower Research Capital (TRC)
New York
$105K -$493K -7,954 -83%
GRP
141
Global Retirement Partners
California
$98.3K -$62 -1 -0.1%
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$90K +$4.65K +75 +6%
NIMI
143
Natixis Investment Managers International
France
$88.8K
DJSG
144
D.J. St. Germain
Massachusetts
$86.9K
US Bancorp
145
US Bancorp
Minnesota
$73.4K +$1.18K +19 +2%
KC
146
Kepos Capital
New York
$71K -$5.14K -83 -7%
SWM
147
Spire Wealth Management
Virginia
$65.6K +$310 +5 +0.5%
PFA
148
Pathway Financial Advisers
Indiana
$64.9K -$62 -1 -0.1%
CSB
149
City State Bank
Iowa
$63.1K
CWP
150
Concord Wealth Partners
Virginia
$59.5K +$62 +1 +0.1%

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.