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Chesapeake Utilities

159 hedge funds and large institutions have $576M invested in Chesapeake Utilities in 2016 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 57 increasing their positions, 49 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 20

16% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 49

7% more capital invested

Capital invested by funds: $536M → $576M (+$39.9M)

3% more funds holding

Funds holding: 154159 (+5)

10% more call options, than puts

Call options by funds: $808K | Put options by funds: $735K

0.28% more ownership

Funds ownership: 56.59%56.87% (+0.28%)

Holders
159
Holders Change
+5
Holders Change %
+3.25%
% of All Funds
4.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
57
Reduced
49
Closed
20
Calls
$808K
Puts
$735K
Net Calls
+$73K
Net Calls Change
-$155K
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
126
Huntington National Bank
Ohio
$151K +$137K +2,279 New
Bank of Montreal
127
Bank of Montreal
Ontario, Canada
$144K -$4.51K -75 -3%
UBS Group
128
UBS Group
Switzerland
$144K +$120 +2 +0.1%
Teacher Retirement System of Texas
129
Teacher Retirement System of Texas
Texas
$142K +$15.8K +263 +14%
ACS
130
Archford Capital Strategies
Illinois
$131K +$119K +1,975 New
Canada Life
131
Canada Life
Manitoba, Canada
$109K
Victory Capital Management
132
Victory Capital Management
Texas
$96K +$37.8K +629 +77%
LTFS
133
Ladenburg Thalmann Financial Services
Florida
$89K -$25.8K -429 -24%
Nisa Investment Advisors
134
Nisa Investment Advisors
Missouri
$89K -$12K -200 -13%
Barclays
135
Barclays
United Kingdom
$89K +$67.5K +1,122 +503%
MFS
136
MSI Financial Services
Massachusetts
$80K -$1.8K -30 -2%
AG
137
Advisor Group
Arizona
$74K +$68.1K +1,133 New
BBPWM
138
Blue Bell Private Wealth Management
Pennsylvania
$55K
AssetMark Inc
139
AssetMark Inc
California
$50K
APSP
140
Asset Planning Services (Pennsylvania)
Pennsylvania
$43K +$180 +3 +0.5%
CTC
141
Central Trust Company
Missouri
$43K +$301 +5 +0.8%
WEC
142
Winslow Evans & Crocker
Massachusetts
$39.7K
BNP Paribas Financial Markets
143
BNP Paribas Financial Markets
France
$36.9K +$33.5K +557 New
JP Morgan Chase
144
JP Morgan Chase
New York
$33K -$3.27M -54,350 -99%
Zurich Cantonal Bank
145
Zurich Cantonal Bank
Switzerland
$26K
AF
146
Arrow Financial
New York
$24K
QAM
147
QCI Asset Management
New York
$23K
PAM
148
Paradigm Asset Management
New York
$19.9K
PSUF
149
People's United Financial
Connecticut
$15K +$13.5K +225 New
VIA
150
Vantage Investment Advisors
Pennsylvania
$10K

CPK Hedge Fund Activity: Q2 2016 in Review

159 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Chesapeake Utilities (CPK) for Q2 2016, worth a combined $576M — up 7.4% from $536M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new CPK positions and 20 closed out — a net gain of 7 holders — while 57 added to existing stakes and 49 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $7.14M. The largest seller was Adage Capital Partners, cutting an estimated $5.56M.

  • 159 institutional investors held Chesapeake Utilities (CPK) as of Q2 2016, up from 154 in Q1 2016.
  • Funds reported $576M of Chesapeake Utilities stock for Q2 2016, up 7.4% quarter-over-quarter.
  • 27 funds opened new Chesapeake Utilities positions in Q2 2016 and 20 closed out, a net change of +7 holders.
  • The largest Chesapeake Utilities buyer in Q2 2016 was Millennium Management, an estimated $7.14M added.
  • The largest Chesapeake Utilities seller in Q2 2016 was Adage Capital Partners, an estimated $5.56M sold.

Based on aggregated 13F filings for Q2 2016.