Middlesex Water
MSEX
129 hedge funds and large institutions have $312M invested in Middlesex Water in 2018 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 37 increasing their positions, 43 reducing their positions, and 14 closing their positions.
1.08% more ownership
Funds ownership: 50.87% → 51.94% (+1.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less funds holding
Funds holding: 133 → 129 (-4)
6% less capital invested
Capital invested by funds: $332M → $312M (-$20.1M)
14% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 43
21% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 14
Top Buyers
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$7.71M |
| 2 |
Renaissance Technologies
New York
|
+$1.93M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$1.17M |
| 4 |
WAM
Water Asset Management
New York
|
+$916K |
| 5 |
Prudential Financial
Newark,
New Jersey
|
+$804K |
Top Sellers
| 1 |
Bank of New York Mellon
New York
|
-$2.46M |
| 2 |
CAM
Cortina Asset Management
Milwaukee,
Wisconsin
|
-$1.79M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$1.06M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$950K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$913K |
MSEX Hedge Fund Activity: Q1 2018 in Review
129 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Middlesex Water (MSEX) for Q1 2018, worth a combined $312M — down 6% from $332M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of MSEX and 11 opened new positions — a net loss of 3 holders — while 43 trimmed existing stakes and 37 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $7.71M. The largest seller was Bank of New York Mellon, cutting an estimated $2.46M.
- 129 institutional investors held Middlesex Water (MSEX) as of Q1 2018, down from 133 in Q4 2017.
- Funds reported $312M of Middlesex Water stock for Q1 2018, down 6% quarter-over-quarter.
- 11 funds opened new Middlesex Water positions in Q1 2018 and 14 closed out, a net change of -3 holders.
- The largest Middlesex Water buyer in Q1 2018 was T. Rowe Price Associates, an estimated $7.71M added.
- The largest Middlesex Water seller in Q1 2018 was Bank of New York Mellon, an estimated $2.46M sold.
Based on aggregated 13F filings for Q1 2018.