Middlesex Water
MSEX
186 hedge funds and large institutions have $828M invested in Middlesex Water in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 55 increasing their positions, 66 reducing their positions, and 20 closing their positions.
976% more call options, than puts
Call options by funds: $1.43M | Put options by funds: $133K
20% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 20
1% more funds holding
Funds holding: 185 → 186 (+1)
0.4% less ownership
Funds ownership: 70.91% → 70.51% (-0.4%)
17% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 66
18% less capital invested
Capital invested by funds: $1.01B → $828M (-$183M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$10.6M |
| 2 |
BlackRock
New York
|
+$3.64M |
| 3 |
KBC Group
Brussels,
Belgium
|
+$2.94M |
| 4 |
SG Americas Securities
New York
|
+$2.51M |
| 5 |
TAM
Thematics Asset Management
Paris,
France
|
+$1.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$3.71M |
| 2 |
State of Wisconsin Investment Board
Madison,
Wisconsin
|
-$3.22M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$2.61M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
-$2.54M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$1.8M |
MSEX Hedge Fund Activity: Q3 2023 in Review
186 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Middlesex Water (MSEX) for Q3 2023, worth a combined $828M — down 18% from $1.01B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new MSEX positions and 20 closed out — a net gain of 4 holders — while 55 added to existing stakes and 66 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $10.6M. The largest seller was Invesco, cutting an estimated $3.71M.
- 186 institutional investors held Middlesex Water (MSEX) as of Q3 2023, up from 185 in Q2 2023.
- Funds reported $828M of Middlesex Water stock for Q3 2023, down 18% quarter-over-quarter.
- 24 funds opened new Middlesex Water positions in Q3 2023 and 20 closed out, a net change of +4 holders.
- The largest Middlesex Water buyer in Q3 2023 was First Trust Advisors, an estimated $10.6M added.
- The largest Middlesex Water seller in Q3 2023 was Invesco, an estimated $3.71M sold.
Based on aggregated 13F filings for Q3 2023.