Middlesex Water
MSEX
191 hedge funds and large institutions have $675M invested in Middlesex Water in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 84 increasing their positions, 42 reducing their positions, and 25 closing their positions.
282% more call options, than puts
Call options by funds: $882K | Put options by funds: $231K
100% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 42
4% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 25
0% more funds holding
Funds holding: 191 → 191 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.34% less ownership
Funds ownership: 75.57% → 72.24% (-3.3%)
24% less capital invested
Capital invested by funds: $883M → $675M (-$208M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$34.8M |
| 2 |
BlackRock
New York
|
+$7.29M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$6.99M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$6.6M |
| 5 |
Renaissance Technologies
New York
|
+$4.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$79.7M |
| 2 |
Pictet Asset Management
Carouge,
Switzerland
|
-$41.2M |
| 3 |
Morgan Stanley
New York
|
-$14.8M |
| 4 |
Two Sigma Advisers
New York
|
-$801K |
| 5 |
Barclays
London,
United Kingdom
|
-$773K |
MSEX Hedge Fund Activity: Q1 2024 in Review
191 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Middlesex Water (MSEX) for Q1 2024, worth a combined $675M — down 24% from $883M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new MSEX positions and 25 closed out — a net gain of 1 holder — while 84 added to existing stakes and 42 trimmed.
The largest buyer was T. Rowe Price Investment Management, adding an estimated $34.8M. The largest seller was First Trust Advisors, exiting entirely with an estimated $79.7M sold.
- 191 institutional investors held Middlesex Water (MSEX) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $675M of Middlesex Water stock for Q1 2024, down 24% quarter-over-quarter.
- 26 funds opened new Middlesex Water positions in Q1 2024 and 25 closed out, a net change of +1 holder.
- The largest Middlesex Water buyer in Q1 2024 was T. Rowe Price Investment Management, an estimated $34.8M added.
- The largest Middlesex Water seller in Q1 2024 was First Trust Advisors, an estimated $79.7M sold.
Based on aggregated 13F filings for Q1 2024.