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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
Jones Financial Companies
176
Jones Financial Companies
Missouri
$6.22K +$5.95K +96 New
Bessemer Group
177
Bessemer Group
New Jersey
$5K +$4.53K +73 New
PA
178
Parallel Advisors
California
$4.9K +$1.3K +21 +39%
UB
179
UMB Bank
Missouri
$3.72K +$2.11K +34 +148%
SCM
180
Sterling Capital Management
North Carolina
$3.72K +$3.53K +57 New
VCM
181
Versant Capital Management
Arizona
$3.33K +$3.16K +51 New
TCM
182
Tributary Capital Management
Nebraska
$3.26K
AAP
183
Arax Advisory Partners
Colorado
$3.13K -$1.36K -22 -31%
Mitsubishi UFJ Asset Management
184
Mitsubishi UFJ Asset Management
Japan
$3.07K -$17.4K -281 -86%
AF
185
Allworth Financial
California
$2.87K
EWA
186
EverSource Wealth Advisors
Alabama
$2.67K
BTI
187
Blue Trust Inc
Georgia
$1.83K +$2.17K +35 New
AF
188
Advisornet Financial
Minnesota
$1.63K
RIL
189
Rothschild Investment LLC
Illinois
$1.63K +$1.24K +20 +400%
GWSG
190
GPS Wealth Strategies Group
Colorado
$1.31K
FFA
191
Farther Finance Advisors
California
$1.17K +$310 +5 +38%
PWMG
192
Private Wealth Management Group
New Jersey
$1.11K
FMII
193
Farmers & Merchants Investments Inc
Nebraska
$783
PFBT
194
Parkside Financial Bank & Trust
Missouri
$783
TFM
195
TFC Financial Management
Massachusetts
$327 +$310 +5 New
AWM
196
Abound Wealth Management
Tennessee
$261 -$62 -1 -20%
LFG
197
Larson Financial Group
Missouri
$261
MFG
198
Mendota Financial Group
Wisconsin
$131 +$124 +2 New
Qube Research & Technologies (QRT)
199
Qube Research & Technologies (QRT)
United Kingdom
-$3.64M -69,635 Closed
Walleye Capital
200
Walleye Capital
New York
-$2.34M -44,792 Closed

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.