Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Middlesex Wtr Co (MSEX)

214 + Investors. Track Smart Money conviction in MSEX. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +16
Streak
1Q ▲
Buyers last Q
57%

Smart Money Signals — MSEX

Based on 216 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added MSEX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
216 hedge funds hold MSEX right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding MSEX is almost the same as a year ago (+2 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 57% buying

111 buying84 selling
Last quarter: 111 funds bought or added vs 84 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+12 vs last Q)

new funds entering per quarter
Funds opening a new MSEX position: 24 → 26 → 24 → 36. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 20% medium ■ 15% new
140 out of 216 hedge funds have held MSEX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

37 → 24 → 26 → 24 → 36 new funds/Q
New funds entering each quarter: 24 → 26 → 24 → 36. A growing number of institutions are discovering MSEX each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 68% veterans vs 20% newcomers

■ 68% veterans ■ 12% 1-2yr ■ 20% new
Entry-cohort mix of 218 holders: 149 (68%) are 2+ year veterans, 26 entered 1–2 years ago, and 43 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds
43 of 216 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in MSEX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — MSEX

In 2026 Q1, 111 hedge funds were net buyers of MSEX (36 opened a new position, 75 added to an existing one), while 84 reduced or exited (64 trimmed, 20 sold completely) — a 57% buyer ratio, indicating a slight buying edge. 48% of total institutional value in MSEX is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +16 funds (more new holders than closures). Total institutional holders: 216.

Hedge Fund Ownership: MSEX

How many hedge funds hold MSEX — quarterly history vs. share price
Quarterly hedge fund ownership of MSEX vs. share price

Market Analysis: MSEX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MSEX

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Middlesex Wtr Co (MSEX) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much MSEX has moved relative to its sector benchmark (XLU) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 80d ago
MSEX
+0.0%
XLU
-2.5%

MSEX outperformed XLU by +2.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
MSEX
+3.6%
XLU
+91.0%

Since the filing became public, MSEX outperformed XLU by -87.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

22 top-rated funds 1 high-conviction
Consensus
5.9
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: MSEX
214 + Investors

Track Smart Money conviction in MSEX. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 214 200 7.0%
13F Shares 15M 14M 10.15%
Total Value $694M $694M -0.09%
New Positions 34 24 +10
Increased Positions 75 61 +14
Closed Positions 20 30 -10
Reduced Positions 63 78 -15
Total Calls 2 2 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MSEX

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

214 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MSEX. Verified SEC 13F-HR filings.

QUARTER:
Top 25 MSEX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ledgewood Wealth Advisors, LLC 7.44% 254,016 $13.2M
2 TSP Capital Management Group, LLC 2.67% 210,332 $10.9M
3 Northstar Asset Management Inc 0.61% 38,237 $2.0M
4 Nuance Investments, LLC 0.42% 57,187 $3.0M
5 Mirova 0.41% 196,000 $10.2M
6 Cramer Rosenthal Mcglynn LLC 0.36% 93,657 $4.9M
7 Zimmer Partners, LP 0.22% 176,903 $9.2M
8 Penn Capital Management Company, LLC 0.22% 53,595 $2.8M
9 Teton Advisors, LLC 0.18% 5,000 $260K
10 Odyssean, LLC 0.14% 7,394 $385K
11 Nfj Investment Group, LLC 0.08% 38,178 $2.0M
12 Farmers & Merchants Trust Co of Long Beach 0.07% 5,579 $290K
13 Clean Yield Group 0.06% 4,350 $226K
14 CenterBook Partners LP 0.06% 22,205 $1.2M
15 Neuberger Berman Group LLC 0.06% 1,549,906 $80.7M
16 Abacus Wealth Partners, LLC 0.05% 10,838 $564K
17 Inspire Investing, LLC 0.04% 9,857 $513K
18 Two Sigma Securities, LLC 0.04% 5,869 $305K
19 Parcion Private Wealth LLC 0.03% 8,117 $422K
20 Mangrove Partners IM, LLC 0.02% 5,289 $275K
21 Atom Investors LP 0.02% 5,918 $308K
22 First Manhattan CO. LLC. 0.02% 143,889 $7.5M
23 Brooklyn Investment Group 0.02% 11,724 $610K
24 Guyasuta Investment Advisors Inc 0.02% 6,000 $312K
25 Blackhill Capital Inc 0.02% 6,666 $347K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Middlesex Wtr Co (MSEX)

What does the Smart Money Trend signal show for MSEX?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added MSEX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for MSEX?

Slight buying edge — 57% buying: Last quarter: 111 funds bought or added vs 84 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for MSEX holders?

Elite ownership — 48% AUM from top-100 funds: 43 of 216 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in MSEX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held MSEX?

65% of holders stayed for 2+ years: 140 out of 216 hedge funds have held MSEX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Middlesex Wtr Co (MSEX) following the 2026 Q1 hedge fund 13F filings?

As of today, MSEX has moved +3.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +91.0% for the XLU sector ETF — an outperformance of -87.4%. Since the quarter end (March 31, 2026), MSEX has gained +0.0% vs -2.5% for XLU. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →