Middlesex Water
MSEX
200 hedge funds and large institutions have $923M invested in Middlesex Water in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 59 increasing their positions, 74 reducing their positions, and 24 closing their positions.
673% more call options, than puts
Call options by funds: $2.36M | Put options by funds: $305K
8% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 24
0% less funds holding
Funds holding: 201 → 200 (-1)
2% less capital invested
Capital invested by funds: $942M → $923M (-$19M)
1.11% less ownership
Funds ownership: 67.96% → 66.85% (-1.1%)
20% less repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 74
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$12.8M |
| 2 |
E
Ergoteles
New York
|
+$7.29M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$6.43M |
| 4 |
Morgan Stanley
New York
|
+$5.01M |
| 5 |
HF
HRT Financial
New York
|
+$4.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$98.9M |
| 2 |
Goldman Sachs
New York
|
-$8.7M |
| 3 |
First Manhattan
New York
|
-$2.26M |
| 4 |
DTL
Dynamic Technology Lab
Singapore
|
-$2.18M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$1.78M |
MSEX Hedge Fund Activity: Q1 2023 in Review
200 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Middlesex Water (MSEX) for Q1 2023, worth a combined $923M — down 2% from $942M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new MSEX positions and 24 closed out — a net gain of 2 holders — while 59 added to existing stakes and 74 trimmed.
The largest buyer was T. Rowe Price Investment Management, opening a new position worth an estimated $12.8M. The largest seller was State Street, cutting an estimated $98.9M.
- 200 institutional investors held Middlesex Water (MSEX) as of Q1 2023, down from 201 in Q4 2022.
- Funds reported $923M of Middlesex Water stock for Q1 2023, down 2% quarter-over-quarter.
- 26 funds opened new Middlesex Water positions in Q1 2023 and 24 closed out, a net change of +2 holders.
- The largest Middlesex Water buyer in Q1 2023 was T. Rowe Price Investment Management, an estimated $12.8M added.
- The largest Middlesex Water seller in Q1 2023 was State Street, an estimated $98.9M sold.
Based on aggregated 13F filings for Q1 2023.