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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.

28 hedge funds and large institutions have $31.6M invested in Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock in 2015 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

22% less funds holding

Funds holding: 3628 (-8)

27% less capital invested

Capital invested by funds: $43.3M → $31.6M (-$11.7M)

60% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 10

Holders
28
Holders Change
-8
Holders Change %
-22.22%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
6
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Loomis, Sayles & Company
1
Loomis, Sayles & Company
Massachusetts
$14.4M
EVM
2
Eaton Vance Management
Massachusetts
$5.28M
CIA
3
Capital Investment Advisors
Georgia
$3.13M +$219K +2,566 +6%
PCM
4
Palouse Capital Management
Washington
$2.17M -$27.8K -326 -1%
Bank of America
5
Bank of America
North Carolina
$1.34M +$30.7K +359 +2%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$1.16M -$128K -1,500 -9%
Wells Fargo
7
Wells Fargo
California
$804K +$31.8K +373 +4%
LPL Financial
8
LPL Financial
California
$714K -$31.2K -365 -4%
WA
9
WFG Advisors
Texas
$570K +$23.6K +276 +4%
Stifel Financial
10
Stifel Financial
Missouri
$507K -$14.9K -175 -2%
JWM
11
Jacobus Wealth Management
Wisconsin
$296K
BAS
12
Brown Advisory Securities
Maryland
$273K
OC
13
Oppenheimer & Co
New York
$260K
UBS Group
14
UBS Group
Switzerland
$210K +$20.7K +243 +9%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$183K
WAM
16
Wolverine Asset Management
Illinois
$172K +$193K +2,258 New
US Bancorp
17
US Bancorp
Minnesota
$52K
BRWM
18
B. Riley Wealth Management
Tennessee
$29K +$2.13K +25 +7%
DADC
19
D.A. Davidson & Co
Montana
$22K +$25.6K +300 New
WTB
20
Washington Trust Bank
Washington
$11K
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$10K +$3.42K +40 +40%
Deutsche Bank
22
Deutsche Bank
Germany
$9K -$16.9K -198 -61%
BFEC
23
Benjamin F. Edwards & Company
Missouri
$4K
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$4K +$4.27K +50 New
WEC
25
Winslow Evans & Crocker
Massachusetts
$3.85K

CHK.PRD Hedge Fund Activity: Q2 2015 in Review

28 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock (CHK.PRD) for Q2 2015, worth a combined $31.6M — down 27% from $43.3M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of CHK.PRD and 4 opened new positions — a net loss of 6 holders — while 6 trimmed existing stakes and 7 added.

The largest buyer was Capital Investment Advisors, adding an estimated $219K. The largest seller was Managed Account Advisors, exiting entirely with an estimated $1.78M sold.

  • 28 institutional investors held Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock (CHK.PRD) as of Q2 2015, down from 36 in Q1 2015.
  • Funds reported $31.6M of Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock stock for Q2 2015, down 27% quarter-over-quarter.
  • 4 funds opened new Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock positions in Q2 2015 and 10 closed out, a net change of -6 holders.
  • The largest Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock buyer in Q2 2015 was Capital Investment Advisors, an estimated $219K added.
  • The largest Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock seller in Q2 2015 was Managed Account Advisors, an estimated $1.78M sold.

Based on aggregated 13F filings for Q2 2015.