We are live on ! Find out more
CPK icon

Chesapeake Utilities
CPK

272 hedge funds and large institutions have $1.72B invested in Chesapeake Utilities in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 99 increasing their positions, 86 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more call options, than puts

Call options by funds: $422K | Put options by funds: $115K

157% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 14

15% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 86

14% more capital invested

Capital invested by funds: $1.51B → $1.72B (+$209M)

7% more funds holding

Funds holding: 254 → 272 (+18)

1.24% more ownership

Funds ownership: 74.45% → 75.69% (+1.2%)

Holders
272
Holders Change
+18
Holders Change %
+7.09%
% of All Funds
4.33%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
36
Increased
99
Reduced
86
Closed
14
Calls
$422K
Puts
$115K
Net Calls
+$307K
Net Calls Change
+$1.16M

Top Buyers

Rank Fund Capital Flow
1
CCM
Copeland Capital Management
Pennsylvania
+$11.2M
2
JP Morgan Chase
JP Morgan Chase
New York
+$8.81M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$6.29M
4
Citadel Advisors
Citadel Advisors
Florida
+$4.16M
5
CSS
Cubist Systematic Strategies
Connecticut
+$4.07M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$19.9M
2
Goldman Sachs
Goldman Sachs
New York
-$6.89M
3
First Trust Advisors
First Trust Advisors
Illinois
-$5.06M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$3.69M
5
Invesco
Invesco
Georgia
-$3.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
AG
176
Algert Global
California
$398K -$103K -826 -21%
FMWA
177
Forvis Mazars Wealth Advisors
Missouri
$395K – – –
PAMS
178
Pictet Asset Management (Switzerland)
Switzerland
$388K -$1.5M -12,090 -80%
SACTSONJ
179
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$384K – – –
CL
180
CIM LLC
New York
$360K -$4.84K -39 -1%
BCI
181
Brinker Capital Investments
Pennsylvania
$354K -$497 -4 -0.1%
OPS
182
Orion Portfolio Solutions
Nebraska
$354K +$344K +2,768 New
GCP
183
GSA Capital Partners
United Kingdom
$321K +$311K +2,505 New
II
184
Inspire Investing
Idaho
$317K +$59.7K +481 +24%
AAS
185
Avantax Advisory Services
Texas
$301K -$9.06K -73 -3%
YIH
186
Y-Intercept (HK)
Hong Kong
$294K +$285K +2,298 New
Zurich Cantonal Bank
187
Zurich Cantonal Bank
Switzerland
$287K – – –
SIA
188
Sit Investment Associates
Minnesota
$285K – – –
MML Investors Services
189
MML Investors Services
Massachusetts
$278K -$24.3K -196 -8%
PCS
190
Personal CFO Solutions
New Jersey
$276K +$8.57K +69 +3%
PAM
191
Panagora Asset Management
Massachusetts
$271K +$21.6K +174 +9%
CWM
192
Core Wealth Management
Florida
$265K – – –
Public Employees Retirement Association of Colorado
193
Public Employees Retirement Association of Colorado
Colorado
$262K -$295K -2,379 -54%
CGH
194
Crossmark Global Holdings
Texas
$249K +$242K +1,949 New
CC
195
Centiva Capital
New York
$248K +$241K +1,941 New
Point72 Asset Management
196
Point72 Asset Management
Connecticut
$246K +$239K +1,924 New
Los Angeles Capital Management
197
Los Angeles Capital Management
California
$242K – – –
CAN
198
Cetera Advisor Networks
California
$235K +$1.99K +16 +0.9%
PMA
199
Prudent Man Advisors
Illinois
$228K – – –
API
200
Advisor Partners II
California
$228K +$7.57K +61 +4%
6 7
8
9 10

CPK Hedge Fund Activity: Q1 2023 in Review

272 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Chesapeake Utilities (CPK) for Q1 2023, worth a combined $1.72B — up 14% from $1.51B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new CPK positions and 14 closed out — a net gain of 22 holders — while 99 added to existing stakes and 86 trimmed.

The largest buyer was Copeland Capital Management, adding an estimated $11.2M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $19.9M.

  • 272 institutional investors held Chesapeake Utilities (CPK) as of Q1 2023, up from 254 in Q4 2022.
  • Funds reported $1.72B of Chesapeake Utilities stock for Q1 2023, up 14% quarter-over-quarter.
  • 36 funds opened new Chesapeake Utilities positions in Q1 2023 and 14 closed out, a net change of +22 holders.
  • The largest Chesapeake Utilities buyer in Q1 2023 was Copeland Capital Management, an estimated $11.2M added.
  • The largest Chesapeake Utilities seller in Q1 2023 was T. Rowe Price Investment Management, an estimated $19.9M sold.

Based on aggregated 13F filings for Q1 2023.