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Chesapeake Utilities

116 hedge funds and large institutions have $253M invested in Chesapeake Utilities in 2013 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 43 increasing their positions, 43 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $250M → $253M (+$3.14M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 43

0.33% less ownership

Funds ownership: 75.59%75.26% (-0.33%)

3% less funds holding

Funds holding: 120116 (-4)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

Holders
116
Holders Change
-4
Holders Change %
-3.33%
% of All Funds
3.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
43
Reduced
43
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFC
26
Russell Frank Company
Washington
$2.08M -$964K -26,375 -31%
Ameriprise
27
Ameriprise
Minnesota
$2.03M -$1.11M -30,283 -34%
NAP
28
New Amsterdam Partners
New York
$2M -$154K -4,203 -7%
California Public Employees Retirement System
29
California Public Employees Retirement System
California
$1.9M +$203K +5,550 +11%
Charles Schwab
30
Charles Schwab
California
$1.89M -$94.6K -2,588 -5%
AL
31
AJO LP
Pennsylvania
$1.85M +$1.62M +44,250 +509%
NI
32
Numeric Investors
Massachusetts
$1.82M -$11K -300 -0.6%
BIM
33
BlackRock Investment Management
Delaware
$1.76M +$13.8K +378 +0.8%
TA
34
Teton Advisors
New York
$1.71M -$82.2K -2,250 -4%
PI
35
Putnam Investments
Massachusetts
$1.58M
MAM
36
Martingale Asset Management
Massachusetts
$1.51M -$27.7K -758 -2%
PPA
37
Parametric Portfolio Associates
Washington
$1.49M +$54.6K +1,494 +4%
Goldman Sachs
38
Goldman Sachs
New York
$1.48M +$682K +18,649 +79%
DGHMC
39
Dalton, Greiner, Hartman, Maher & Co
New York
$1.47M +$3.29K +90 +0.2%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$1.31M +$204K +5,580 +17%
WCM
41
Wedge Capital Management
North Carolina
$1.28M +$208K +5,700 +18%
NFA
42
Nationwide Fund Advisors
Ohio
$1.25M -$62.9K -1,722 -5%
BG
43
BlackRock Group
United Kingdom
$1.08M +$31.3K +857 +3%
CS
44
Credit Suisse
Switzerland
$1.05M +$242K +6,618 +28%
Boston Partners
45
Boston Partners
Massachusetts
$1.04M -$115K -3,150 -10%
FIM
46
Fruth Investment Management
Texas
$1.04M -$38.4K -1,050 -3%
Morgan Stanley
47
Morgan Stanley
New York
$1.02M -$1.35M -37,026 -56%
Acadian Asset Management
48
Acadian Asset Management
Massachusetts
$989K -$2.1M -57,447 -67%
Invesco
49
Invesco
Georgia
$940K -$555K -15,176 -36%
TC
50
TFS Capital
Pennsylvania
$914K +$616K +16,840 +181%

CPK Hedge Fund Activity: Q3 2013 in Review

116 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Chesapeake Utilities (CPK) for Q3 2013, worth a combined $253M — up 1.3% from $250M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of CPK and 7 opened new positions — a net loss of 4 holders — while 43 trimmed existing stakes and 43 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $3.71M. The largest seller was Acadian Asset Management, cutting an estimated $2.1M.

  • 116 institutional investors held Chesapeake Utilities (CPK) as of Q3 2013, down from 120 in Q2 2013.
  • Funds reported $253M of Chesapeake Utilities stock for Q3 2013, up 1.3% quarter-over-quarter.
  • 7 funds opened new Chesapeake Utilities positions in Q3 2013 and 11 closed out, a net change of -4 holders.
  • The largest Chesapeake Utilities buyer in Q3 2013 was T. Rowe Price Associates, an estimated $3.71M added.
  • The largest Chesapeake Utilities seller in Q3 2013 was Acadian Asset Management, an estimated $2.1M sold.

Based on aggregated 13F filings for Q3 2013.