Middlesex Water
MSEX
203 hedge funds and large institutions have $1.45B invested in Middlesex Water in 2021 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 61 increasing their positions, 66 reducing their positions, and 16 closing their positions.
1,309% more call options, than puts
Call options by funds: $2.88M | Put options by funds: $204K
119% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 16
13% more capital invested
Capital invested by funds: $1.28B → $1.45B (+$171M)
9% more funds holding
Funds holding: 186 → 203 (+17)
8% less repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 66
2.05% less ownership
Funds ownership: 70.59% → 68.54% (-2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAMS
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
+$20M |
| 2 |
HSBC Holdings
London,
United Kingdom
|
+$7.3M |
| 3 |
JP Morgan Chase
New York
|
+$5.98M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$5.17M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$3.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$31.4M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$22M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$13.6M |
| 4 |
BlackRock
New York
|
-$10.5M |
| 5 |
Impax Asset Management Group
London,
United Kingdom
|
-$9.03M |
MSEX Hedge Fund Activity: Q4 2021 in Review
203 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Middlesex Water (MSEX) for Q4 2021, worth a combined $1.45B — up 13% from $1.28B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new MSEX positions and 16 closed out — a net gain of 19 holders — while 61 added to existing stakes and 66 trimmed.
The largest buyer was Pictet Asset Management (Switzerland), adding an estimated $20M. The largest seller was Eaton Vance Management, cutting an estimated $31.4M.
- 203 institutional investors held Middlesex Water (MSEX) as of Q4 2021, up from 186 in Q3 2021.
- Funds reported $1.45B of Middlesex Water stock for Q4 2021, up 13% quarter-over-quarter.
- 35 funds opened new Middlesex Water positions in Q4 2021 and 16 closed out, a net change of +19 holders.
- The largest Middlesex Water buyer in Q4 2021 was Pictet Asset Management (Switzerland), an estimated $20M added.
- The largest Middlesex Water seller in Q4 2021 was Eaton Vance Management, an estimated $31.4M sold.
Based on aggregated 13F filings for Q4 2021.