Middlesex Water
MSEX
214 hedge funds and large institutions have $776M invested in Middlesex Water in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 84 increasing their positions, 58 reducing their positions, and 28 closing their positions.
1,700% more call options, than puts
Call options by funds: $774K | Put options by funds: $43K
45% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 58
4.07% more ownership
Funds ownership: 75.53% → 79.6% (+4.1%)
5% more capital invested
Capital invested by funds: $739M → $776M (+$36.7M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less funds holding
Funds holding: 216 → 214 (-2)
4% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$54.1M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$6.61M |
| 3 |
TCMG
TSP Capital Management Group
Summit,
New Jersey
|
+$6.38M |
| 4 |
Legal & General Group
London,
United Kingdom
|
+$5.03M |
| 5 |
BlackRock
New York
|
+$3.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$35.2M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$2.72M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$1.98M |
| 4 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$1.71M |
| 5 |
UBS AM
Chicago,
Illinois
|
-$1.54M |
MSEX Hedge Fund Activity: Q3 2025 in Review
214 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Middlesex Water (MSEX) for Q3 2025, worth a combined $776M — up 5% from $739M a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of MSEX and 27 opened new positions — a net loss of 1 holder — while 58 trimmed existing stakes and 84 added.
The largest buyer was Neuberger Berman Group, opening a new position worth an estimated $54.1M. The largest seller was First Trust Advisors, cutting an estimated $35.2M.
- 214 institutional investors held Middlesex Water (MSEX) as of Q3 2025, down from 216 in Q2 2025.
- Funds reported $776M of Middlesex Water stock for Q3 2025, up 5% quarter-over-quarter.
- 27 funds opened new Middlesex Water positions in Q3 2025 and 28 closed out, a net change of -1 holder.
- The largest Middlesex Water buyer in Q3 2025 was Neuberger Berman Group, an estimated $54.1M added.
- The largest Middlesex Water seller in Q3 2025 was First Trust Advisors, an estimated $35.2M sold.
Based on aggregated 13F filings for Q3 2025.