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Chesapeake Utilities
CPK

Overview Fund Activity

279 hedge funds and large institutions have $2.02B invested in Chesapeake Utilities in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 102 increasing their positions, 93 reducing their positions, and 35 closing their positions.

Holders
279
Holders Change
-4
Holders Change %
-1.41%
% of All Funds
4.05%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
32
Increased
102
Reduced
93
Closed
35
Calls
$268K
Puts
$311K
Net Calls
-$43K
Net Calls Change
-$159K

Top Buyers

1
State Street
1
State Street
Massachusetts
$131M
2
Invesco
2
Invesco
Georgia
$43.5M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$243M
4
BTW
4
Boston Trust Walden
Massachusetts
$16.7M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$199M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$30.4M
2
SAM
2
Synergy Asset Management
Washington
$511K
3
Millennium Management
3
Millennium Management
New York
$219K
4
SFM
4
Soros Fund Management
New York
$0
5
Deutsche Bank
5
Deutsche Bank
Germany
$2.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPI
151
Trust Point Inc
Wisconsin
$506K +$209K +1,950 +70%
RA
152
Royce & Associates
New York
$505K +$505K +4,708 New
AAS
153
Avantax Advisory Services
Texas
$497K +$80.5K +750 +19%
Mariner
154
Mariner
Kansas
$481K +$2.15K +20 +0.4%
AQR Capital Management
155
AQR Capital Management
Connecticut
$481K -$249K -2,323 -34%
MML Investors Services
156
MML Investors Services
Massachusetts
$468K +$39.1K +365 +9%
Pictet Asset Management
157
Pictet Asset Management
Switzerland
$467K +$36.9K +344 +9%
MOS
158
MGO One Seven
Ohio
$462K +$16.2K +151 +4%
FNBOO
159
First National Bank of Omaha
Nebraska
$459K -$173K -1,346 -27%
LTAS
160
Linden Thomas Advisory Services
North Carolina
$448K +$204K +1,905 +84%
HI
161
Harbour Investments
Wisconsin
$445K -$70.4K -656 -14%
MAM
162
Martingale Asset Management
Massachusetts
$440K -$1.33M -12,427 -75%
Wealth Enhancement Advisory Services
163
Wealth Enhancement Advisory Services
Minnesota
$434K -$13.9K -130 -3%
II
164
Inspire Investing
Idaho
$404K -$34.6K -322 -8%
AA
165
ALPS Advisors
Colorado
$390K +$60.8K +567 +18%
RAM
166
Resona Asset Management
Japan
$390K +$390K +3,631 New
KOMWMG
167
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$380K – – –
Walleye Capital
168
Walleye Capital
New York
$380K +$380K +3,543 New
Zurich Cantonal Bank
169
Zurich Cantonal Bank
Switzerland
$371K -$62K -578 -14%
KeyBank National Association
170
KeyBank National Association
Ohio
$371K +$371K +3,454 New
Neuberger Berman Group
171
Neuberger Berman Group
New York
$366K -$10.8K -101 -3%
Cetera Investment Advisers
172
Cetera Investment Advisers
Illinois
$349K +$349K +3,249 New
SCA
173
Snowden Capital Advisors
New York
$347K -$9.28K -86 -3%
NFC
174
Northeast Financial Consultants
Connecticut
$343K – – –
CG
175
Caprock Group
Idaho
$343K +$343K +3,179 New
5 6
7
8 9