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Chesapeake Utilities

154 hedge funds and large institutions have $536M invested in Chesapeake Utilities in 2016 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 55 increasing their positions, 47 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 21

17% more call options, than puts

Call options by funds: $1.54M | Put options by funds: $1.31M

17% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 47

14% more capital invested

Capital invested by funds: $471M → $536M (+$65.6M)

6% more funds holding

Funds holding: 145154 (+9)

2.25% more ownership

Funds ownership: 54.33%56.59% (+2.3%)

Holders
154
Holders Change
+9
Holders Change %
+6.21%
% of All Funds
4.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
55
Reduced
47
Closed
21
Calls
$1.54M
Puts
$1.31M
Net Calls
+$228K
Net Calls Change
+$126K
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$79.9M -$851K -14,010 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$48.1M +$2.1M +34,607 +5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$31M +$1.92M +31,535 +7%
EIP
4
Energy Income Partners
Connecticut
$27.2M +$12.2M +201,414 +87%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$26.1M -$1.8M -29,596 -7%
BIT
6
BlackRock Institutional Trust
California
$25.6M -$257K -4,223 -1%
BFA
7
BlackRock Fund Advisors
California
$24.7M -$464K -7,639 -2%
State Street
8
State Street
Massachusetts
$18.6M +$1.13M +18,558 +7%
Renaissance Technologies
9
Renaissance Technologies
New York
$16.5M +$240K +3,950 +2%
William Blair Investment Management
10
William Blair Investment Management
Illinois
$12.2M +$1.28M +21,064 +12%
GT
11
Glenmede Trust
Pennsylvania
$12.1M +$11.5M +189,758 +7,094%
Northern Trust
12
Northern Trust
Illinois
$11.3M +$76.9K +1,266 +0.7%
TA
13
Teachers Advisors
New York
$9.93M +$7.67M +126,191 +401%
Ameriprise
14
Ameriprise
Minnesota
$9.29M +$3.04M +50,015 +51%
PFC
15
Phocas Financial Corp
California
$9.03M -$366K -6,025 -4%
Adage Capital Partners
16
Adage Capital Partners
Massachusetts
$8.76M +$5.87M +96,649 +228%
GF
17
Gabelli Funds
New York
$7.71M -$243K -4,000 -3%
CAM
18
Cortina Asset Management
Wisconsin
$7.24M +$756K +12,438 +12%
TCM
19
Tufton Capital Management
Maryland
$6.75M
NAP
20
New Amsterdam Partners
New York
$6.23M +$45.4K +747 +0.8%
Neuberger Berman Group
21
Neuberger Berman Group
New York
$5.78M -$1.02M -16,750 -15%
HAI
22
Hennessy Advisors Inc
California
$5.72M -$772K -12,700 -12%
PPA
23
Parametric Portfolio Associates
Washington
$5.61M +$2.6M +42,792 +92%
CHAM
24
Clear Harbor Asset Management
Connecticut
$5.42M -$285K -4,682 -5%
First Manhattan
25
First Manhattan
New York
$4.75M +$432K +7,115 +10%

CPK Hedge Fund Activity: Q1 2016 in Review

154 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Chesapeake Utilities (CPK) for Q1 2016, worth a combined $536M — up 14% from $471M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new CPK positions and 21 closed out — a net gain of 10 holders — while 55 added to existing stakes and 47 trimmed.

The largest buyer was Energy Income Partners, adding an estimated $12.2M. The largest seller was Boston Partners, cutting an estimated $10.3M.

  • 154 institutional investors held Chesapeake Utilities (CPK) as of Q1 2016, up from 145 in Q4 2015.
  • Funds reported $536M of Chesapeake Utilities stock for Q1 2016, up 14% quarter-over-quarter.
  • 31 funds opened new Chesapeake Utilities positions in Q1 2016 and 21 closed out, a net change of +10 holders.
  • The largest Chesapeake Utilities buyer in Q1 2016 was Energy Income Partners, an estimated $12.2M added.
  • The largest Chesapeake Utilities seller in Q1 2016 was Boston Partners, an estimated $10.3M sold.

Based on aggregated 13F filings for Q1 2016.