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CHK.PRD

Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock

Delisted

CHK.PRD was delisted on the 26th of June, 2020.

40 hedge funds and large institutions have $52.9M invested in Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock in 2014 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $48.4M → $52.9M (+$4.46M)

2% less funds holding

Funds holding: 4140 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

25% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 12

Holders
40
Holders Change
-1
Holders Change %
-2.44%
% of All Funds
1.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
9
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
26
Oppenheimer & Co
New York
$259K +$45.7K +500 +21%
SI
27
Stephens Inc
Arkansas
$204K -$54.9K -600 -21%
BRWM
28
B. Riley Wealth Management
Tennessee
$74K +$74.1K +810 New
US Bancorp
29
US Bancorp
Minnesota
$64K
Creative Planning
30
Creative Planning
Kansas
$37K
Citigroup
31
Citigroup
New York
$21K -$38K -415 -64%
MA
32
MUFG Americas
New York
$18K
WRM
33
Westport Resources Management
Connecticut
$18K
AC
34
Alexandria Capital
Virginia
$16K
WTB
35
Washington Trust Bank
Washington
$14K +$13.7K +150 New
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$12K
Citadel Advisors
37
Citadel Advisors
Florida
$11K +$2.65K +29 +31%
Ameriprise
38
Ameriprise
Minnesota
$9K
HPBT
39
High Point Bank & Trust
North Carolina
$7K
WEC
40
Winslow Evans & Crocker
Massachusetts
$4.58K
LIA
41
LS Investment Advisors
Michigan
$3K
First Manhattan
42
First Manhattan
New York
$2K
WAM
43
Wolverine Asset Management
Illinois
-$372K -4,058 Closed
Invesco
44
Invesco
Georgia
-$83K -900 Closed
HCC
45
Hirtle Callaghan & Co
Pennsylvania
-$14K -150 Closed
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
-$9K -100 Closed
WT
47
Whittier Trust
California
-$9K -100 Closed

CHK.PRD Hedge Fund Activity: Q1 2014 in Review

40 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock (CHK.PRD) for Q1 2014, worth a combined $52.9M — up 9.2% from $48.4M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of CHK.PRD and 4 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 9 added.

The largest buyer was Loomis, Sayles & Company, adding an estimated $24.8M. The largest seller was Fore Research & Management, cutting an estimated $1.43M.

  • 40 institutional investors held Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock (CHK.PRD) as of Q1 2014, down from 41 in Q4 2013.
  • Funds reported $52.9M of Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock stock for Q1 2014, up 9.2% quarter-over-quarter.
  • 4 funds opened new Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock positions in Q1 2014 and 5 closed out, a net change of -1 holder.
  • The largest Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock buyer in Q1 2014 was Loomis, Sayles & Company, an estimated $24.8M added.
  • The largest Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock seller in Q1 2014 was Fore Research & Management, an estimated $1.43M sold.

Based on aggregated 13F filings for Q1 2014.