Middlesex Water
MSEX
152 hedge funds and large institutions have $669M invested in Middlesex Water in 2019 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 46 increasing their positions, 47 reducing their positions, and 21 closing their positions.
1,060% more call options, than puts
Call options by funds: $5.38M | Put options by funds: $464K
1% more funds holding
Funds holding: 150 → 152 (+2)
10% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 21
5% more capital invested
Capital invested by funds: $640M → $669M (+$29.1M)
0.97% more ownership
Funds ownership: 58.57% → 59.54% (+0.97%)
2% less repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 47
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$24.1M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$11.5M |
| 3 |
NI
Nuance Investments
Kansas City,
Missouri
|
+$8.74M |
| 4 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$4.26M |
| 5 |
PCM
Penn Capital Management
Philadelphia,
Pennsylvania
|
+$2.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
-$2.6M |
| 2 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$2.44M |
| 3 |
Renaissance Technologies
New York
|
-$1.6M |
| 4 |
HTC
Haverford Trust Company
Radnor,
Pennsylvania
|
-$1.59M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$1.54M |
MSEX Hedge Fund Activity: Q4 2019 in Review
152 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Middlesex Water (MSEX) for Q4 2019, worth a combined $669M — up 4.5% from $640M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new MSEX positions and 21 closed out — a net gain of 2 holders — while 46 added to existing stakes and 47 trimmed.
The largest buyer was Pictet Asset Management (UK), opening a new position worth an estimated $24.1M. The largest seller was Martingale Asset Management, cutting an estimated $2.6M.
- 152 institutional investors held Middlesex Water (MSEX) as of Q4 2019, up from 150 in Q3 2019.
- Funds reported $669M of Middlesex Water stock for Q4 2019, up 4.5% quarter-over-quarter.
- 23 funds opened new Middlesex Water positions in Q4 2019 and 21 closed out, a net change of +2 holders.
- The largest Middlesex Water buyer in Q4 2019 was Pictet Asset Management (UK), an estimated $24.1M added.
- The largest Middlesex Water seller in Q4 2019 was Martingale Asset Management, an estimated $2.6M sold.
Based on aggregated 13F filings for Q4 2019.