Middlesex Water
MSEX
88 hedge funds and large institutions have $134M invested in Middlesex Water in 2013 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 24 reducing their positions, and 7 closing their positions.
86% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 7
38% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 24
7% more funds holding
Funds holding: 82 → 88 (+6)
5% less capital invested
Capital invested by funds: $141M → $134M (-$6.94M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$2.22M |
| 2 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$1.08M |
| 3 |
ZIM
Zacks Investment Management
Chicago,
Illinois
|
+$753K |
| 4 |
Two Sigma Investments
New York
|
+$640K |
| 5 |
Goldman Sachs
New York
|
+$550K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$6.59M |
| 2 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$1.45M |
| 3 |
Nuveen
Charlotte,
North Carolina
|
-$1.04M |
| 4 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$745K |
| 5 |
RFC
Russell Frank Company
Seattle,
Washington
|
-$701K |
MSEX Hedge Fund Activity: Q4 2013 in Review
88 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Middlesex Water (MSEX) for Q4 2013, worth a combined $134M — down 4.9% from $141M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new MSEX positions and 7 closed out — a net gain of 6 holders — while 33 added to existing stakes and 24 trimmed.
The largest buyer was DePrince Race & Zollo Inc (DRZ), opening a new position worth an estimated $2.22M. The largest seller was Invesco, cutting an estimated $6.59M.
- 88 institutional investors held Middlesex Water (MSEX) as of Q4 2013, up from 82 in Q3 2013.
- Funds reported $134M of Middlesex Water stock for Q4 2013, down 4.9% quarter-over-quarter.
- 13 funds opened new Middlesex Water positions in Q4 2013 and 7 closed out, a net change of +6 holders.
- The largest Middlesex Water buyer in Q4 2013 was DePrince Race & Zollo Inc (DRZ), an estimated $2.22M added.
- The largest Middlesex Water seller in Q4 2013 was Invesco, an estimated $6.59M sold.
Based on aggregated 13F filings for Q4 2013.