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Chesapeake Utilities
CPK

Overview Fund Activity

254 hedge funds and large institutions have $1.32B invested in Chesapeake Utilities in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 108 increasing their positions, 80 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
-5
Holders Change %
-1.93%
% of All Funds
4.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
108
Reduced
80
Closed
23
Calls
$215K
Puts
$49K
Net Calls
+$166K
Net Calls Change
-$215K

Top Buyers

1
Millennium Management
Millennium Management
New York
$15.6M
2
CCM
Copeland Capital Management
Pennsylvania
$52.8M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$6.04M
4
First Trust Advisors
First Trust Advisors
Illinois
$61M
5
SG Americas Securities
SG Americas Securities
New York
$2.32M

Top Sellers

1
HF
HRT Financial
New York
$0
2
Goldman Sachs
Goldman Sachs
New York
$13.9M
3
MAP
Moody Aldrich Partners
Massachusetts
$0
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$147M
5
Morgan Stanley
Morgan Stanley
New York
$19.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RBC
226
Roble Belko & Company
Pennsylvania
$9K – – –
AAP
227
Arax Advisory Partners
Colorado
$6.85K – – –
PFBT
228
Parkside Financial Bank & Trust
Missouri
$6.16K +$196 +2 +3%
PK
229
Pflug Koory
Nebraska
$4.89K – – –
TPCW
230
TD Private Client Wealth
New York
$4.5K -$9.87K -101 -69%
CTC
231
Central Trust Company
Missouri
$3.62K – – –
GA
232
GoalVest Advisory
New York
$3.42K +$586 +6 +21%
VCM
233
Versant Capital Management
Arizona
$3.23K – – –
BIA
234
Bell Investment Advisors
California
$3.13K -$587 -6 -16%
MCM
235
Manchester Capital Management
Vermont
$3.13K +$2.15K +22 +220%
LC
236
Lindbrook Capital
California
$3.13K +$2.74K +28 +700%
PA
237
Parallel Advisors
California
$3.06K +$2.47K +25 +417%
PTC
238
Private Trust Company
Ohio
$3.03K – – –
Carson Wealth (CWM LLC)
239
Carson Wealth (CWM LLC)
Nebraska
$3K -$8.29K -94 -73%
Mitsubishi UFJ Asset Management
240
Mitsubishi UFJ Asset Management
Japan
$2.93K +$2.93K +30 New
FFA
241
Farther Finance Advisors
California
$2.35K – – –
NSG
242
Nalls Sherbakoff Group
Tennessee
$1.27K – – –
CPG
243
Cornerstone Planning Group
New Jersey
$1.17K -$3.32K -34 -74%
EWA
244
EverSource Wealth Advisors
Alabama
$782 -$684 -7 -47%
MPWT
245
MassMutual Private Wealth & Trust
Connecticut
$782 -$391 -4 -33%
GRP
246
Global Retirement Partners
California
$565 -$94 -1 -14%
RFG
247
RFP Financial Group
Georgia
$489 – – –
AWM
248
Abound Wealth Management
Tennessee
$391 – – –
SIC
249
SJS Investment Consulting
Ohio
$391 +$98 +1 +33%
JWA
250
JFS Wealth Advisors
Pennsylvania
$196 -$882 -9 -82%
7 8 9
10
11