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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
NB
151
NBT Bank
New York
$53.5K +$50.8K +820 New
OAM
152
Ostrum Asset Management
France
$48K -$66.1K -1,066 -59%
CAM
153
Clarity Asset Management
Iowa
$47.8K -$3.29K -53 -7%
BAMF
154
BI Asset Management Fondsmaeglerselskab
Denmark
$44K -$5.08K -82 -11%
NSIM
155
North Star Investment Management
Illinois
$40.8K
WBC
156
West Branch Capital
Massachusetts
$37K
IA
157
IFP Advisors
Florida
$32.6K
HI
158
Harbour Investments
Wisconsin
$29.4K
PP
159
PFS Partners
New Jersey
$29.3K
S
160
SignatureFD
Georgia
$27.8K -$806 -13 -3%
CTC
161
Central Trust Company
Missouri
$27.7K
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$23.7K
MPWT
163
MassMutual Private Wealth & Trust
Connecticut
$23.5K +$1.49K +24 +7%
LC
164
Lindbrook Capital
California
$21.1K -$3.29K -53 -14%
HDIM
165
Hanson & Doremus Investment Management
Vermont
$20K
Northwestern Mutual Wealth Management
166
Northwestern Mutual Wealth Management
Wisconsin
$19.7K +$124 +2 +0.7%
GEA
167
Glen Eagle Advisors
New Jersey
$19.6K
DB
168
Danske Bank
Denmark
$19.6K +$18.6K +300 New
Nisa Investment Advisors
169
Nisa Investment Advisors
Missouri
$18.1K
SAM
170
Smartleaf Asset Management
Massachusetts
$14.2K +$5.83K +94 +75%
CCA
171
Catalyst Capital Advisors
New York
$12.1K -$2.17K -35 -16%
MRC
172
Millburn Ridgefield Corp
New York
$12.1K -$2.17K -35 -16%
BF
173
BOK Financial
Oklahoma
$11.3K +$11.1K +179 New
QC
174
Quent Capital
New York
$7.31K
SIC
175
SJS Investment Consulting
Ohio
$6.52K +$6.2K +100 New

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.