Middlesex Water
MSEX
185 hedge funds and large institutions have $1.01B invested in Middlesex Water in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 59 increasing their positions, 64 reducing their positions, and 33 closing their positions.
985% more call options, than puts
Call options by funds: $2.01M | Put options by funds: $185K
10% more capital invested
Capital invested by funds: $922M → $1.01B (+$89.4M)
4.06% more ownership
Funds ownership: 66.85% → 70.91% (+4.1%)
8% less repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 64
8% less funds holding
Funds holding: 200 → 185 (-15)
39% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 33
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$69.2M |
| 2 |
BlackRock
New York
|
+$47.8M |
| 3 |
PAMS
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
+$9.8M |
| 4 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$7.32M |
| 5 |
TAM
Thematics Asset Management
Paris,
France
|
+$5.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$14.4M |
| 2 |
HSBC Holdings
London,
United Kingdom
|
-$13.3M |
| 3 |
Millennium Management
New York
|
-$10.7M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$7.83M |
| 5 |
E
Ergoteles
New York
|
-$7.48M |
MSEX Hedge Fund Activity: Q2 2023 in Review
185 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Middlesex Water (MSEX) for Q2 2023, worth a combined $1.01B — up 9.7% from $922M a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of MSEX and 20 opened new positions — a net loss of 13 holders — while 64 trimmed existing stakes and 59 added.
The largest buyer was First Trust Advisors, adding an estimated $69.2M. The largest seller was Goldman Sachs, cutting an estimated $14.4M.
- 185 institutional investors held Middlesex Water (MSEX) as of Q2 2023, down from 200 in Q1 2023.
- Funds reported $1.01B of Middlesex Water stock for Q2 2023, up 9.7% quarter-over-quarter.
- 20 funds opened new Middlesex Water positions in Q2 2023 and 33 closed out, a net change of -13 holders.
- The largest Middlesex Water buyer in Q2 2023 was First Trust Advisors, an estimated $69.2M added.
- The largest Middlesex Water seller in Q2 2023 was Goldman Sachs, an estimated $14.4M sold.
Based on aggregated 13F filings for Q2 2023.