Middlesex Water
MSEX
197 hedge funds and large institutions have $678M invested in Middlesex Water in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 68 increasing their positions, 68 reducing their positions, and 19 closing their positions.
232% more call options, than puts
Call options by funds: $1.02M | Put options by funds: $308K
37% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 19
3% more funds holding
Funds holding: 191 → 197 (+6)
0.54% more ownership
Funds ownership: 72.24% → 72.78% (+0.54%)
0% more capital invested
Capital invested by funds: $675M → $678M (+$2.94M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 68
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$11.5M |
| 2 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
+$7.09M |
| 3 |
Goldman Sachs
New York
|
+$3.1M |
| 4 |
TAM
Thematics Asset Management
Paris,
France
|
+$2.39M |
| 5 |
DPIM
Duff & Phelps Investment Management
Chicago,
Illinois
|
+$2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$6.93M |
| 2 |
Morgan Stanley
New York
|
-$3.18M |
| 3 |
FP
Foundry Partners
Minneapolis,
Minnesota
|
-$2.96M |
| 4 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
-$2.89M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$2.57M |
MSEX Hedge Fund Activity: Q2 2024 in Review
197 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Middlesex Water (MSEX) for Q2 2024, worth a combined $678M — up 0.43% from $675M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new MSEX positions and 19 closed out — a net gain of 7 holders — while 68 added to existing stakes and 68 trimmed.
The largest buyer was T. Rowe Price Investment Management, adding an estimated $11.5M. The largest seller was Invesco, cutting an estimated $6.93M.
- 197 institutional investors held Middlesex Water (MSEX) as of Q2 2024, up from 191 in Q1 2024.
- Funds reported $678M of Middlesex Water stock for Q2 2024, up 0.43% quarter-over-quarter.
- 26 funds opened new Middlesex Water positions in Q2 2024 and 19 closed out, a net change of +7 holders.
- The largest Middlesex Water buyer in Q2 2024 was T. Rowe Price Investment Management, an estimated $11.5M added.
- The largest Middlesex Water seller in Q2 2024 was Invesco, an estimated $6.93M sold.
Based on aggregated 13F filings for Q2 2024.