Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Middlesex Wtr Co (MSEX)

221 + 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
↑ +5
Streak
2Q ▲
Buyers last Q
60%

Smart Money Signals — MSEX

Based on 222 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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
222 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.
📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q
+9 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 60% buying

121 buying81 selling
Last quarter: 121 funds were net buyers (32 opened a brand new position + 89 added to an existing one). Only 81 were sellers (54 trimmed + 27 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~32 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 26 → 24 → 36 → 32. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 17% medium ■ 17% new
147 out of 222 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

25 → 26 → 24 → 36 → 32 new funds/Q
New funds entering each quarter: 26 → 24 → 36 → 32. 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 19% newcomers

■ 68% veterans ■ 14% 1-2yr ■ 19% new
Entry-cohort mix of 226 holders: 153 (68%) are 2+ year veterans, 31 entered 1–2 years ago, and 42 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 72% AUM from top-100 funds

72% from top-100 AUM funds
46 of 222 holders are among the 100 largest funds by AUM, controlling 72% 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.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 Q2, 121 hedge funds were net buyers of MSEX (32 opened a new position, 89 added to an existing one), while 81 reduced or exited (54 trimmed, 27 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 72% of total institutional value in MSEX is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 222.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 1 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: MSEX
221 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 221 217 1.84%
13F Shares 17M 15M 11.34%
Total Value $799M $694M 15.17%
New Positions 31 36 -5
Increased Positions 88 75 +13
Closed Positions 27 20 +7
Reduced Positions 52 64 -12
Total Calls 3 2 50.0%
Total Puts 1 0 100%
PUT/CALL Ratio 0.33 0.0 Bullish

Statistics: MSEX

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Institutional Holders (2026 Q2)

221 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ledgewood Wealth Advisors, LLC 7.57% 254,016 $14.3M
2 TSP Capital Management Group, LLC 2.84% 211,037 $11.9M
3 Dean Capital Management 0.89% 43,543 $2.4M
4 Nuance Investments, LLC 0.82% 85,830 $4.8M
5 Northstar Asset Management Inc 0.46% 27,967 $1.6M
6 Dean Investment Associates, LLC 0.44% 59,951 $3.4M
7 Mirova 0.33% 159,067 $8.9M
8 Cramer Rosenthal Mcglynn LLC 0.31% 108,192 $6.1M
9 Zimmer Partners, LP 0.23% 176,903 $9.9M
10 Penn Capital Management Company, LLC 0.19% 54,308 $3.0M
11 Teton Advisors, LLC 0.16% 5,000 $281K
12 Odyssean, LLC 0.16% 17,227 $967K
13 Legato Capital Management LLC 0.11% 22,705 $1.3M
14 Farmers & Merchants Trust Co of Long Beach 0.07% 5,579 $313K
15 Clean Yield Group 0.06% 4,350 $244K
16 Neuberger Berman Group LLC 0.06% 1,604,067 $90.1M
17 Dynamic Technology Lab Private Ltd 0.05% 4,361 $245K
18 Atom Investors LP 0.05% 9,756 $548K
19 Main Street Financial Solutions, LLC 0.04% 10,569 $550K
20 CenterBook Partners LP 0.04% 13,639 $766K
21 Inspire Investing, LLC 0.03% 11,993 $674K
22 Two Sigma Securities, LLC 0.03% 5,702 $320K
23 Parcion Private Wealth LLC 0.03% 8,456 $475K
24 First Manhattan CO. LLC. 0.02% 141,624 $8.0M
25 Magellan Asset Management Ltd 0.02% 15,503 $871K
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 — 2 quarters in a row: For 2 consecutive quarters, 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?

More buyers than sellers — 60% buying: Last quarter: 121 funds were net buyers (32 opened a brand new position + 89 added to an existing one). Only 81 were sellers (54 trimmed + 27 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for MSEX holders?

Elite ownership — 72% AUM from top-100 funds: 46 of 222 holders are among the 100 largest funds by AUM, controlling 72% 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?

66% of holders stayed for 2+ years: 147 out of 222 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.

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.

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