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Chesapeake Utilities
CPK

Overview Fund Activity

283 hedge funds and large institutions have $1.98B invested in Chesapeake Utilities in 2023 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 140 increasing their positions, 51 reducing their positions, and 23 closing their positions.

Holders
283
Holders Change
+29
Holders Change %
+11.42%
% of All Funds
4.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
55
Increased
140
Reduced
51
Closed
23
Calls
$296K
Puts
$180K
Net Calls
+$116K
Net Calls Change
-$50K

Top Buyers

1
BlackRock
1
BlackRock
New York
$379M
2
ZP
2
Zimmer Partners
New York
$65.8M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$222M
4
Morgan Stanley
4
Morgan Stanley
New York
$72.8M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$184M

Top Sellers

1
UIC
1
Uniplan Investment Counsel
Wisconsin
$1.7M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$1.51M
3
ZCM
3
Ziegler Capital Management
Illinois
$2.24M
4
Norges Bank
4
Norges Bank
Norway
$643K
5
Millennium Management
5
Millennium Management
New York
$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIL
251
Rothschild Investment LLC
Illinois
$9.51K +$9.51K +90 New
LC
252
Lindbrook Capital
California
$9.19K +$5.81K +55 +172%
EWA
253
EverSource Wealth Advisors
Alabama
$6.02K +$5.18K +49 +613%
PK
254
Pflug Koory
Nebraska
$5.28K – – –
TCG
255
Transcendent Capital Group
Oklahoma
$4.44K +$4.44K +42 New
PTC
256
Private Trust Company
Ohio
$4.33K +$1.06K +10 +32%
FUBT
257
First United Bank & Trust
Maryland
$4.01K +$4.01K +38 New
CTC
258
Central Trust Company
Missouri
$3.91K – – –
GWS
259
Glassman Wealth Services
Virginia
$3.59K +$3.49K +33 +3,300%
Mitsubishi UFJ Asset Management
260
Mitsubishi UFJ Asset Management
Japan
$3.17K – – –
PA
261
Parallel Advisors
California
$2.99K -$320 -3 -10%
BIA
262
Bell Investment Advisors
California
$2.96K -$423 -4 -13%
LFA
263
LGT Financial Advisors
Texas
$2.64K +$2.64K +25 New
BFPW
264
BOK Financial Private Wealth
Colorado
$1.69K +$1.69K +16 New
TPCW
265
TD Private Client Wealth
New York
$1.58K -$3.27K -31 -67%
CPG
266
Cornerstone Planning Group
New Jersey
$1.27K – – –
VCM
267
Versant Capital Management
Arizona
$1.16K -$2.32K -22 -67%
SWM
268
Spire Wealth Management
Virginia
$1.01K +$1.01K +10 New
BFEC
269
Benjamin F. Edwards & Company
Missouri
$1K +$1K +6 New
JWA
270
JFS Wealth Advisors
Pennsylvania
$951 +$740 +7 +350%
GRP
271
Global Retirement Partners
California
$604 – – –
PFBT
272
Parkside Financial Bank & Trust
Missouri
$529 -$6.14K -58 -92%
FFA
273
Farther Finance Advisors
California
$423 -$2.12K -20 -83%
AWM
274
Abound Wealth Management
Tennessee
$423 – – –
AF
275
Advisornet Financial
Minnesota
$423 +$212 +2 +100%
9 10
11
12 13