Middlesex Water
MSEX
201 hedge funds and large institutions have $1.31B invested in Middlesex Water in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 61 increasing their positions, 69 reducing their positions, and 21 closing their positions.
2.53% more ownership
Funds ownership: 68.54% → 71.07% (+2.5%)
10% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 21
1% less funds holding
Funds holding: 203 → 201 (-2)
9% less capital invested
Capital invested by funds: $1.45B → $1.31B (-$134M)
12% less repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 69
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$105M |
| 2 |
PAMS
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
+$16.5M |
| 3 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$6.72M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$6.05M |
| 5 |
AWA
Aaron Wealth Advisors
Chicago,
Illinois
|
+$4.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$66.4M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$6.13M |
| 3 |
SG Americas Securities
New York
|
-$3.98M |
| 4 |
HF
HRT Financial
New York
|
-$3.92M |
| 5 |
Renaissance Technologies
New York
|
-$2.53M |
MSEX Hedge Fund Activity: Q1 2022 in Review
201 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Middlesex Water (MSEX) for Q1 2022, worth a combined $1.31B — down 9.2% from $1.45B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new MSEX positions and 21 closed out — a net gain of 2 holders — while 61 added to existing stakes and 69 trimmed.
The largest buyer was State Street, adding an estimated $105M. The largest seller was T. Rowe Price Associates, cutting an estimated $66.4M.
- 201 institutional investors held Middlesex Water (MSEX) as of Q1 2022, down from 203 in Q4 2021.
- Funds reported $1.31B of Middlesex Water stock for Q1 2022, down 9.2% quarter-over-quarter.
- 23 funds opened new Middlesex Water positions in Q1 2022 and 21 closed out, a net change of +2 holders.
- The largest Middlesex Water buyer in Q1 2022 was State Street, an estimated $105M added.
- The largest Middlesex Water seller in Q1 2022 was T. Rowe Price Associates, an estimated $66.4M sold.
Based on aggregated 13F filings for Q1 2022.