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Middlesex Water
MSEX

154 hedge funds and large institutions have $847M invested in Middlesex Water in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 59 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 40

29% more capital invested

Capital invested by funds: $657M → $847M (+$190M)

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

2.06% more ownership

Funds ownership: 59.86% → 61.92% (+2.1%)

1% more funds holding

Funds holding: 152 → 154 (+2)

Holders
154
Holders Change
+2
Holders Change %
+1.32%
% of All Funds
2.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
59
Reduced
40
Closed
10
Calls
$949K
Puts
–
Net Calls
+$949K
Net Calls Change
-$736K

Top Buyers

Rank Fund Capital Flow
1
TCMG
TSP Capital Management Group
New Jersey
+$9.53M
2
BlackRock
BlackRock
New York
+$3.21M
3
EVM
Eaton Vance Management
Massachusetts
+$3.14M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$2.43M
5
JP Morgan Chase
JP Morgan Chase
New York
+$2.3M

Top Sellers

Rank Fund Capital Flow
1
AAMU
Amundi Asset Management US
Massachusetts
-$4.35M
2
MAM
Martingale Asset Management
Massachusetts
-$2.55M
3
Renaissance Technologies
Renaissance Technologies
New York
-$2.03M
4
ZP
Zimmer Partners
New York
-$1.4M
5
TRCT
Tower Research Capital (TRC)
New York
-$1.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
151
International Assets Investment Management
Florida
$4K +$3.53K +51 New
ASN
152
Advisory Services Network
Georgia
$2K -$346 -5 -14%
Northwestern Mutual Wealth Management
153
Northwestern Mutual Wealth Management
Wisconsin
$1K -$33.5K -484 -97%
AIG
154
American International Group
New York
$719 -$19.7K -285 -3%
ZP
155
Zimmer Partners
New York
– -$1.4M -22,500 Closed
SEI Investments
156
SEI Investments
Pennsylvania
– -$837K -13,463 Closed
ACM
157
Argent Capital Management
Missouri
– -$422K -6,790 Closed
CHAM
158
Clear Harbor Asset Management
Connecticut
– -$129K -2,082 Closed
Russell Investments Group
159
Russell Investments Group
United Kingdom
– -$120K -1,946 Closed
F
160
F3Logic
Minnesota
– -$31.1K -500 Closed
CFGS
161
Concourse Financial Group Securities
Alabama
– -$20.7K -300 Closed
FHA
162
Flagship Harbor Advisors
Massachusetts
– -$17K -284 Closed
AWM
163
Avior Wealth Management
Nebraska
– -$11K -190 Closed
PA
164
Parallel Advisors
California
– -$4K -66 Closed
3 4 5 6
7

MSEX Hedge Fund Activity: Q4 2020 in Review

154 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Middlesex Water (MSEX) for Q4 2020, worth a combined $847M — up 29% from $657M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new MSEX positions and 10 closed out — a net gain of 2 holders — while 59 added to existing stakes and 40 trimmed.

The largest buyer was TSP Capital Management Group, opening a new position worth an estimated $9.53M. The largest seller was Amundi Asset Management US, cutting an estimated $4.35M.

  • 154 institutional investors held Middlesex Water (MSEX) as of Q4 2020, up from 152 in Q3 2020.
  • Funds reported $847M of Middlesex Water stock for Q4 2020, up 29% quarter-over-quarter.
  • 12 funds opened new Middlesex Water positions in Q4 2020 and 10 closed out, a net change of +2 holders.
  • The largest Middlesex Water buyer in Q4 2020 was TSP Capital Management Group, an estimated $9.53M added.
  • The largest Middlesex Water seller in Q4 2020 was Amundi Asset Management US, an estimated $4.35M sold.

Based on aggregated 13F filings for Q4 2020.