Middlesex Water
MSEX
89 hedge funds and large institutions have $140M invested in Middlesex Water in 2014 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 27 reducing their positions, and 7 closing their positions.
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
11% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 27
5% more capital invested
Capital invested by funds: $134M → $140M (+$6.69M)
1% more funds holding
Funds holding: 88 → 89 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$1.97M |
| 2 |
AssetMark Inc
Concord,
California
|
+$504K |
| 3 |
Renaissance Technologies
New York
|
+$409K |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$401K |
| 5 |
ProShare Advisors
Bethesda,
Maryland
|
+$328K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$1.35M |
| 2 |
ZIM
Zacks Investment Management
Chicago,
Illinois
|
-$746K |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$446K |
| 4 |
GAM
Gotham Asset Management
New York
|
-$429K |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$357K |
MSEX Hedge Fund Activity: Q1 2014 in Review
89 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Middlesex Water (MSEX) for Q1 2014, worth a combined $140M — up 5% from $134M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new MSEX positions and 7 closed out — a net gain of 1 holder — while 30 added to existing stakes and 27 trimmed.
The largest buyer was DePrince Race & Zollo Inc (DRZ), adding an estimated $1.97M. The largest seller was Mackenzie Financial, cutting an estimated $1.35M.
- 89 institutional investors held Middlesex Water (MSEX) as of Q1 2014, up from 88 in Q4 2013.
- Funds reported $140M of Middlesex Water stock for Q1 2014, up 5% quarter-over-quarter.
- 8 funds opened new Middlesex Water positions in Q1 2014 and 7 closed out, a net change of +1 holder.
- The largest Middlesex Water buyer in Q1 2014 was DePrince Race & Zollo Inc (DRZ), an estimated $1.97M added.
- The largest Middlesex Water seller in Q1 2014 was Mackenzie Financial, an estimated $1.35M sold.
Based on aggregated 13F filings for Q1 2014.