Middlesex Water
MSEX
161 hedge funds and large institutions have $846M invested in Middlesex Water in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 48 increasing their positions, 55 reducing their positions, and 12 closing their positions.
3,629% more call options, than puts
Call options by funds: $261K | Put options by funds: $7K
58% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 12
9% more capital invested
Capital invested by funds: $774M → $846M (+$71.8M)
4% more funds holding
Funds holding: 155 → 161 (+6)
0.1% more ownership
Funds ownership: 61.34% → 61.44% (+0.1%)
13% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 55
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$9.5M |
| 2 |
KBC Group
Brussels,
Belgium
|
+$7.08M |
| 3 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$4.88M |
| 4 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$4.62M |
| 5 |
BlackRock
New York
|
+$4.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$7.87M |
| 2 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
-$7.27M |
| 3 |
Renaissance Technologies
New York
|
-$6.51M |
| 4 |
JP Morgan Chase
New York
|
-$3.69M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$2.93M |
MSEX Hedge Fund Activity: Q1 2021 in Review
161 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Middlesex Water (MSEX) for Q1 2021, worth a combined $846M — up 9.3% from $774M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new MSEX positions and 12 closed out — a net gain of 7 holders — while 48 added to existing stakes and 55 trimmed.
The largest buyer was Invesco, adding an estimated $9.5M. The largest seller was Amundi Asset Management US, cutting an estimated $7.87M.
- 161 institutional investors held Middlesex Water (MSEX) as of Q1 2021, up from 155 in Q4 2020.
- Funds reported $846M of Middlesex Water stock for Q1 2021, up 9.3% quarter-over-quarter.
- 19 funds opened new Middlesex Water positions in Q1 2021 and 12 closed out, a net change of +7 holders.
- The largest Middlesex Water buyer in Q1 2021 was Invesco, an estimated $9.5M added.
- The largest Middlesex Water seller in Q1 2021 was Amundi Asset Management US, an estimated $7.87M sold.
Based on aggregated 13F filings for Q1 2021.