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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.

27 hedge funds and large institutions have $59.5M invested in Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock in 2018 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $60.1M → $59.5M (-$568K)

4% less funds holding

Funds holding: 2827 (-1)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
27
Holders Change
-1
Holders Change %
-3.57%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
1
Increased
5
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Loomis, Sayles & Company
1
Loomis, Sayles & Company
Massachusetts
$25.6M -$40.4K -791 -0.1%
PVI
2
Partners Value Investments
Bermuda
$18.4M
Morgan Stanley
3
Morgan Stanley
New York
$5.32M +$885K +17,315 +19%
BIP
4
Brandes Investment Partners
California
$3.88M -$43.7K -854 -1%
BTS
5
BB&T Securities
Virginia
$1.52M -$9.2K -180 -0.6%
SI
6
Stephens Inc
Arkansas
$1.49M +$20.3K +397 +1%
Wells Fargo
7
Wells Fargo
California
$707K +$2.04K +40 +0.3%
MIC
8
Meridian Investment Counsel
California
$697K
LPL Financial
9
LPL Financial
California
$659K -$19.9K -389 -3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$315K
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$255K
FIAS
12
FinTrust Investment Advisory Services
South Carolina
$210K
Bank of America
13
Bank of America
North Carolina
$180K
VFA
14
Valeo Financial Advisors
Indiana
$57K
UBS Group
15
UBS Group
Switzerland
$45K +$24K +469 +105%
BFEC
16
Benjamin F. Edwards & Company
Missouri
$40K -$7.67K -150 -16%
RFC
17
Regions Financial Corp
Alabama
$36K
WCM
18
Whitener Capital Management
North Carolina
$36K +$7.67K +150 +25%
AG
19
Advisor Group
Arizona
$32K
GXMC
20
Global X Management Company
New York
$24K -$1.13K -22 -4%
IA
21
IFP Advisors
Florida
$19K
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$15K
SWM
23
SeaCrest Wealth Management
New York
$15K
OC
24
Oakworth Capital
Alabama
$14K
PFGIA
25
Patriot Financial Group Insurance Agency
Massachusetts
$7K -$4.96K -97 -42%

CHK.PRD Hedge Fund Activity: Q1 2018 in Review

27 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock (CHK.PRD) for Q1 2018, worth a combined $59.5M — down 0.95% from $60.1M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of CHK.PRD and 1 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 5 added.

The largest buyer was Morgan Stanley, adding an estimated $885K. The largest seller was Jefferies Group, exiting entirely with an estimated $677K sold.

  • 27 institutional investors held Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock (CHK.PRD) as of Q1 2018, down from 28 in Q4 2017.
  • Funds reported $59.5M of Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock stock for Q1 2018, down 0.95% quarter-over-quarter.
  • 1 fund opened new Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock positions in Q1 2018 and 2 closed out, a net change of -1 holder.
  • The largest Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock buyer in Q1 2018 was Morgan Stanley, an estimated $885K added.
  • The largest Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock seller in Q1 2018 was Jefferies Group, an estimated $677K sold.

Based on aggregated 13F filings for Q1 2018.