We are live on ! Find out more
CPK icon

Chesapeake Utilities
CPK

209 hedge funds and large institutions have $1.57B invested in Chesapeake Utilities in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 62 increasing their positions, 80 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

2% more funds holding

Funds holding: 205 → 209 (+4)

0.59% less ownership

Funds ownership: 74.86% → 74.27% (-0.59%)

1% less capital invested

Capital invested by funds: $1.58B → $1.57B (-$9.8M)

23% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 80

Holders
209
Holders Change
+4
Holders Change %
+1.95%
% of All Funds
3.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
62
Reduced
80
Closed
14
Calls
$1.36M
Puts
–
Net Calls
+$1.36M
Net Calls Change
+$1.36M

Top Buyers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
+$7.81M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$6.79M
3
WANY
Wealthspire Advisors (New York)
New York
+$3.64M
4
Northern Trust
Northern Trust
Illinois
+$3.5M
5
BCM
Brasada Capital Management
Texas
+$1.62M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$13.1M
2
PPA
Parametric Portfolio Associates
Washington
-$4.51M
3
Goldman Sachs
Goldman Sachs
New York
-$3.59M
4
Ameriprise
Ameriprise
Minnesota
-$3.56M
5
First Trust Advisors
First Trust Advisors
Illinois
-$2.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
176
Allworth Financial
California
$36K +$37.6K +300 New
FMII
177
Farmers & Merchants Investments Inc
Nebraska
$35K – – –
SWA
178
Sutton Wealth Advisors
Florida
$31.2K – – –
GLLW
179
Graves Light Lenhart Wealth
Virginia
$31K – – –
PHK
180
Point72 Hong Kong
Hong Kong
$26K +$26.8K +214 New
BFC
181
Bedel Financial Consulting
Indiana
$23K – – –
IA
182
IFP Advisors
Florida
$17K +$752 +6 +4%
Northwestern Mutual Wealth Management
183
Northwestern Mutual Wealth Management
Wisconsin
$16K -$3.51K -28 -18%
TF
184
TimeScale Financial
Massachusetts
$15K – – –
LWM
185
Liberty Wealth Management
California
$15K +$7.27K +58 +104%
S
186
SignatureFD
Georgia
$14K -$627 -5 -4%
GWSG
187
GPS Wealth Strategies Group
Colorado
$13K – – –
CI
188
CX Institutional
Indiana
$12K – – –
DAM
189
Delta Asset Management
Tennessee
$12K – – –
RBC
190
Roble Belko & Company
Pennsylvania
$11K – – –
EI
191
Ellevest Inc
New York
$9K +$1.76K +14 +25%
QCG
192
Quadrant Capital Group
Ohio
$8K -$376 -3 -4%
AAP
193
Arax Advisory Partners
Colorado
$7K – – –
PFBT
194
Parkside Financial Bank & Trust
Missouri
$7K – – –
TWA
195
TCI Wealth Advisors
Arizona
$7K +$6.9K +55 New
PK
196
Pflug Koory
Nebraska
$6K – – –
VCM
197
Versant Capital Management
Arizona
$5K -$752 -6 -14%
APA
198
American Portfolios Advisors
New York
$3.6K – – –
CTC
199
Central Trust Company
Missouri
$2K – – –
TFO
200
Tarbox Family Office
California
$2K – – –
5 6 7
8
9

CPK Hedge Fund Activity: Q3 2021 in Review

209 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Chesapeake Utilities (CPK) for Q3 2021, worth a combined $1.57B — down 0.62% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new CPK positions and 14 closed out — a net gain of 8 holders — while 62 added to existing stakes and 80 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $7.81M. The largest seller was BlackRock, cutting an estimated $13.1M.

  • 209 institutional investors held Chesapeake Utilities (CPK) as of Q3 2021, up from 205 in Q2 2021.
  • Funds reported $1.57B of Chesapeake Utilities stock for Q3 2021, down 0.62% quarter-over-quarter.
  • 22 funds opened new Chesapeake Utilities positions in Q3 2021 and 14 closed out, a net change of +8 holders.
  • The largest Chesapeake Utilities buyer in Q3 2021 was Victory Capital Management, an estimated $7.81M added.
  • The largest Chesapeake Utilities seller in Q3 2021 was BlackRock, an estimated $13.1M sold.

Based on aggregated 13F filings for Q3 2021.