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Chesapeake Utilities

145 hedge funds and large institutions have $471M invested in Chesapeake Utilities in 2015 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 41 increasing their positions, 59 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 13

29% more call options, than puts

Call options by funds: $448K | Put options by funds: $346K

7% more capital invested

Capital invested by funds: $438M → $471M (+$32.5M)

4% more funds holding

Funds holding: 139145 (+6)

0.14% more ownership

Funds ownership: 54.19%54.33% (+0.14%)

31% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 59

Holders
145
Holders Change
+6
Holders Change %
+4.32%
% of All Funds
3.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
41
Reduced
59
Closed
13
Calls
$448K
Puts
$346K
Net Calls
+$102K
Net Calls Change
+$102K
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$72.8M -$546K -10,180 -0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$41.4M +$316K +5,902 +0.8%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$26.1M +$580K +10,817 +2%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$25.2M -$183K -3,420 -0.8%
BIT
5
BlackRock Institutional Trust
California
$23.4M +$945K +17,631 +4%
BFA
6
BlackRock Fund Advisors
California
$22.7M +$947K +17,664 +5%
State Street
7
State Street
Massachusetts
$15.7M +$175K +3,266 +1%
Renaissance Technologies
8
Renaissance Technologies
New York
$14.7M -$375K -7,000 -3%
EIP
9
Energy Income Partners
Connecticut
$13.1M +$2.18M +40,588 +21%
Boston Partners
10
Boston Partners
Massachusetts
$11.6M -$1.16M -21,560 -10%
Northern Trust
11
Northern Trust
Illinois
$10.2M +$437K +8,158 +5%
William Blair Investment Management
12
William Blair Investment Management
Illinois
$9.82M +$9.28M +173,090 New
PFC
13
Phocas Financial Corp
California
$8.48M +$570K +10,624 +8%
GF
14
Gabelli Funds
New York
$7.17M -$53.6K -1,000 -0.8%
RFC
15
Russell Frank Company
Washington
$6.83M +$367K +6,851 +6%
Neuberger Berman Group
16
Neuberger Berman Group
New York
$6.16M -$582K -10,850 -9%
TCM
17
Tufton Capital Management
Maryland
$6.09M -$107K -2,000 -2%
HAI
18
Hennessy Advisors Inc
California
$5.88M -$633K -11,800 -10%
CAM
19
Cortina Asset Management
Wisconsin
$5.82M +$441K +8,226 +9%
NAP
20
New Amsterdam Partners
New York
$5.57M +$21.5K +401 +0.4%
Ameriprise
21
Ameriprise
Minnesota
$5.53M +$194K +3,609 +4%
MPAM
22
Monarch Partners Asset Management
Massachusetts
$5.43M +$2.72M +50,806 +113%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$5.41M +$45.8K +855 +0.9%
Lord, Abbett & Co
24
Lord, Abbett & Co
New Jersey
$5.17M -$182K -3,400 -4%
CHAM
25
Clear Harbor Asset Management
Connecticut
$5.15M -$546K -10,187 -10%

CPK Hedge Fund Activity: Q4 2015 in Review

145 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Chesapeake Utilities (CPK) for Q4 2015, worth a combined $471M — up 7.4% from $438M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new CPK positions and 13 closed out — a net gain of 8 holders — while 41 added to existing stakes and 59 trimmed.

The largest buyer was William Blair Investment Management, opening a new position worth an estimated $9.28M. The largest seller was Adage Capital Partners, cutting an estimated $14.9M.

  • 145 institutional investors held Chesapeake Utilities (CPK) as of Q4 2015, up from 139 in Q3 2015.
  • Funds reported $471M of Chesapeake Utilities stock for Q4 2015, up 7.4% quarter-over-quarter.
  • 21 funds opened new Chesapeake Utilities positions in Q4 2015 and 13 closed out, a net change of +8 holders.
  • The largest Chesapeake Utilities buyer in Q4 2015 was William Blair Investment Management, an estimated $9.28M added.
  • The largest Chesapeake Utilities seller in Q4 2015 was Adage Capital Partners, an estimated $14.9M sold.

Based on aggregated 13F filings for Q4 2015.