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Chesapeake Utilities

119 hedge funds and large institutions have $376M invested in Chesapeake Utilities in 2014 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 49 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

15% more capital invested

Capital invested by funds: $328M → $376M (+$48.8M)

2% more funds holding

Funds holding: 117119 (+2)

0.99% more ownership

Funds ownership: 80.61%81.6% (+0.99%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

45% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 49

Holders
119
Holders Change
+2
Holders Change %
+1.71%
% of All Funds
3.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
27
Reduced
49
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$51M -$475K -10,950 -1%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$28.8M +$2.53M +58,407 +11%
Vanguard Group
3
Vanguard Group
Pennsylvania
$28.5M +$983K +22,643 +4%
BIT
4
BlackRock Institutional Trust
California
$22.4M -$517K -11,909 -2%
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$21.4M
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$17.8M -$665K -15,336 -4%
BFA
7
BlackRock Fund Advisors
California
$17.3M -$1.58M -36,443 -9%
State Street
8
State Street
Massachusetts
$12.9M -$46.3K -1,066 -0.4%
Renaissance Technologies
9
Renaissance Technologies
New York
$11.7M +$716K +16,500 +7%
Northern Trust
10
Northern Trust
Illinois
$9.95M -$813K -18,734 -8%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$9.91M +$259K +5,974 +3%
GF
12
Gabelli Funds
New York
$6.66M
HAI
13
Hennessy Advisors Inc
California
$6.11M +$956K +22,041 +21%
LSV Asset Management
14
LSV Asset Management
Illinois
$5.67M
EIP
15
Energy Income Partners
Connecticut
$5.67M +$5.17M +119,217 New
PFC
16
Phocas Financial Corp
California
$5.37M +$630K +14,527 +15%
TCM
17
Tufton Capital Management
Maryland
$5.24M +$117K +2,706 +3%
JP Morgan Chase
18
JP Morgan Chase
New York
$4.66M -$59.4K -1,370 -1%
CCB
19
Cutter & Co Brokerage
Missouri
$4.61M -$432K -9,955 -9%
PAM
20
Panagora Asset Management
Massachusetts
$4.53M -$1.43M -32,889 -26%
NAP
21
New Amsterdam Partners
New York
$4.5M +$962K +22,160 +31%
Lord, Abbett & Co
22
Lord, Abbett & Co
New Jersey
$4.38M -$1.14M -26,216 -22%
QBFM
23
QS Batterymarch Financial Management
New York
$4.36M -$503K -11,593 -11%
CHAM
24
Clear Harbor Asset Management
Connecticut
$4.29M +$32.5K +750 +0.8%
First Manhattan
25
First Manhattan
New York
$3.85M -$29.4K -677 -0.8%

CPK Hedge Fund Activity: Q2 2014 in Review

119 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Chesapeake Utilities (CPK) for Q2 2014, worth a combined $376M — up 15% from $328M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new CPK positions and 9 closed out — a net gain of 3 holders — while 27 added to existing stakes and 49 trimmed.

The largest buyer was Energy Income Partners, opening a new position worth an estimated $5.17M. The largest seller was BlackRock Fund Advisors, cutting an estimated $1.58M.

  • 119 institutional investors held Chesapeake Utilities (CPK) as of Q2 2014, up from 117 in Q1 2014.
  • Funds reported $376M of Chesapeake Utilities stock for Q2 2014, up 15% quarter-over-quarter.
  • 12 funds opened new Chesapeake Utilities positions in Q2 2014 and 9 closed out, a net change of +3 holders.
  • The largest Chesapeake Utilities buyer in Q2 2014 was Energy Income Partners, an estimated $5.17M added.
  • The largest Chesapeake Utilities seller in Q2 2014 was BlackRock Fund Advisors, an estimated $1.58M sold.

Based on aggregated 13F filings for Q2 2014.