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Chesapeake Utilities

122 hedge funds and large institutions have $400M invested in Chesapeake Utilities in 2014 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 48 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

21% more capital invested

Capital invested by funds: $331M → $400M (+$69.5M)

1% more funds holding

Funds holding: 121122 (+1)

0.82% more ownership

Funds ownership: 54.54%55.36% (+0.82%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

21% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 48

Holders
122
Holders Change
+1
Holders Change %
+0.83%
% of All Funds
3.25%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
38
Reduced
48
Closed
7
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
$55.4M +$1.9M +41,280 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$31M +$585K +12,696 +2%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$28.5M -$1.01M -21,980 -4%
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$22.3M
BIT
5
BlackRock Institutional Trust
California
$21.8M -$820K -17,802 -4%
BFA
6
BlackRock Fund Advisors
California
$19.9M +$2.65M +57,437 +17%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$19.6M +$555K +12,037 +3%
State Street
8
State Street
Massachusetts
$13.3M +$188K +4,073 +2%
Renaissance Technologies
9
Renaissance Technologies
New York
$12.8M +$299K +6,500 +3%
Northern Trust
10
Northern Trust
Illinois
$10M -$105K -2,274 -1%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$9.75M -$293K -6,350 -3%
EIP
12
Energy Income Partners
Connecticut
$8.35M +$1.35M +29,273 +21%
Boston Partners
13
Boston Partners
Massachusetts
$7.31M +$4.82M +104,690 +246%
HAI
14
Hennessy Advisors Inc
California
$7.08M -$168K -3,650 -2%
GF
15
Gabelli Funds
New York
$6.75M -$117K -2,550 -2%
PFC
16
Phocas Financial Corp
California
$5.55M -$213K -4,633 -4%
TCM
17
Tufton Capital Management
Maryland
$5.43M -$41.6K -902 -0.8%
CHAM
18
Clear Harbor Asset Management
Connecticut
$4.81M +$62.8K +1,362 +1%
LSV Asset Management
19
LSV Asset Management
Illinois
$4.8M -$1.04M -22,641 -19%
Lord, Abbett & Co
20
Lord, Abbett & Co
New Jersey
$4.57M
CCB
21
Cutter & Co Brokerage
Missouri
$4.35M -$64.1K -1,391 -2%
GC
22
Grace Capital
Massachusetts
$4.11M +$91.8K +1,992 +2%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$3.97M +$31K +673 +0.8%
NAP
24
New Amsterdam Partners
New York
$3.95M -$454K -9,849 -11%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$3.79M +$230K +5,000 +7%

CPK Hedge Fund Activity: Q4 2014 in Review

122 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Chesapeake Utilities (CPK) for Q4 2014, worth a combined $400M — up 21% from $331M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new CPK positions and 7 closed out — a net gain of 5 holders — while 38 added to existing stakes and 48 trimmed.

The largest buyer was Boston Partners, adding an estimated $4.82M. The largest seller was Panagora Asset Management, cutting an estimated $1.63M.

  • 122 institutional investors held Chesapeake Utilities (CPK) as of Q4 2014, up from 121 in Q3 2014.
  • Funds reported $400M of Chesapeake Utilities stock for Q4 2014, up 21% quarter-over-quarter.
  • 12 funds opened new Chesapeake Utilities positions in Q4 2014 and 7 closed out, a net change of +5 holders.
  • The largest Chesapeake Utilities buyer in Q4 2014 was Boston Partners, an estimated $4.82M added.
  • The largest Chesapeake Utilities seller in Q4 2014 was Panagora Asset Management, an estimated $1.63M sold.

Based on aggregated 13F filings for Q4 2014.