Middlesex Water
MSEX
154 hedge funds and large institutions have $847M invested in Middlesex Water in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 59 increasing their positions, 40 reducing their positions, and 10 closing their positions.
48% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 40
29% more capital invested
Capital invested by funds: $657M → $847M (+$190M)
20% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 10
2.06% more ownership
Funds ownership: 59.86% → 61.92% (+2.1%)
1% more funds holding
Funds holding: 152 → 154 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCMG
TSP Capital Management Group
Summit,
New Jersey
|
+$9.53M |
| 2 |
BlackRock
New York
|
+$3.21M |
| 3 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$3.14M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.43M |
| 5 |
JP Morgan Chase
New York
|
+$2.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$4.35M |
| 2 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
-$2.55M |
| 3 |
Renaissance Technologies
New York
|
-$2.03M |
| 4 |
ZP
Zimmer Partners
New York
|
-$1.4M |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.06M |
MSEX Hedge Fund Activity: Q4 2020 in Review
154 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Middlesex Water (MSEX) for Q4 2020, worth a combined $847M — up 29% from $657M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new MSEX positions and 10 closed out — a net gain of 2 holders — while 59 added to existing stakes and 40 trimmed.
The largest buyer was TSP Capital Management Group, opening a new position worth an estimated $9.53M. The largest seller was Amundi Asset Management US, cutting an estimated $4.35M.
- 154 institutional investors held Middlesex Water (MSEX) as of Q4 2020, up from 152 in Q3 2020.
- Funds reported $847M of Middlesex Water stock for Q4 2020, up 29% quarter-over-quarter.
- 12 funds opened new Middlesex Water positions in Q4 2020 and 10 closed out, a net change of +2 holders.
- The largest Middlesex Water buyer in Q4 2020 was TSP Capital Management Group, an estimated $9.53M added.
- The largest Middlesex Water seller in Q4 2020 was Amundi Asset Management US, an estimated $4.35M sold.
Based on aggregated 13F filings for Q4 2020.