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Chesapeake Utilities

182 hedge funds and large institutions have $737M invested in Chesapeake Utilities in 2018 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 52 increasing their positions, 55 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 13

12% more funds holding

Funds holding: 163182 (+19)

1.69% more ownership

Funds ownership: 62.35%64.04% (+1.7%)

5% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 55

8% less capital invested

Capital invested by funds: $800M → $737M (-$63.3M)

Holders
182
Holders Change
+19
Holders Change %
+11.66%
% of All Funds
4.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
34
Increased
52
Reduced
55
Closed
13
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
$153M +$10.5M +147,819 +7%
BlackRock
2
BlackRock
New York
$73.8M +$2.06M +29,011 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$62.5M -$1.13M -15,842 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$37.9M +$163K +2,288 +0.4%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$31.2M -$566K -7,951 -2%
Goldman Sachs
6
Goldman Sachs
New York
$24.6M +$397K +5,583 +2%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$24.3M +$183K +2,571 +0.7%
State Street
8
State Street
Massachusetts
$22.7M -$121K -1,699 -0.5%
Renaissance Technologies
9
Renaissance Technologies
New York
$22M +$5.82M +81,750 +35%
William Blair Investment Management
10
William Blair Investment Management
Illinois
$18.8M -$4.62M -64,881 -20%
EIP
11
Energy Income Partners
Connecticut
$18.3M -$1.07M -14,990 -5%
Northern Trust
12
Northern Trust
Illinois
$14.4M +$40.4K +568 +0.3%
Adage Capital Partners
13
Adage Capital Partners
Massachusetts
$14.1M
GT
14
Glenmede Trust
Pennsylvania
$10.6M
Geode Capital Management
15
Geode Capital Management
Massachusetts
$9.74M +$395K +5,554 +4%
Millennium Management
16
Millennium Management
New York
$9.74M +$5.6M +78,623 +131%
KCM
17
Kennedy Capital Management
Missouri
$9.28M -$853K -11,990 -8%
GF
18
Gabelli Funds
New York
$8.22M
TCM
19
Tufton Capital Management
Maryland
$7.5M
ProShare Advisors
20
ProShare Advisors
Maryland
$6.99M +$123K +1,722 +2%
Wells Fargo
21
Wells Fargo
California
$6.44M +$696K +9,782 +12%
First Manhattan
22
First Manhattan
New York
$6.21M -$56.9K -800 -0.9%
Charles Schwab
23
Charles Schwab
California
$5.83M +$444K +6,235 +8%
CHAM
24
Clear Harbor Asset Management
Connecticut
$5.49M +$6.83K +96 +0.1%
HAI
25
Hennessy Advisors Inc
California
$5.39M -$1.03M -14,500 -16%

CPK Hedge Fund Activity: Q1 2018 in Review

182 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Chesapeake Utilities (CPK) for Q1 2018, worth a combined $737M — down 7.9% from $800M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new CPK positions and 13 closed out — a net gain of 21 holders — while 52 added to existing stakes and 55 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $10.5M. The largest seller was Phocas Financial Corp, exiting entirely with an estimated $11.5M sold.

  • 182 institutional investors held Chesapeake Utilities (CPK) as of Q1 2018, up from 163 in Q4 2017.
  • Funds reported $737M of Chesapeake Utilities stock for Q1 2018, down 7.9% quarter-over-quarter.
  • 34 funds opened new Chesapeake Utilities positions in Q1 2018 and 13 closed out, a net change of +21 holders.
  • The largest Chesapeake Utilities buyer in Q1 2018 was T. Rowe Price Associates, an estimated $10.5M added.
  • The largest Chesapeake Utilities seller in Q1 2018 was Phocas Financial Corp, an estimated $11.5M sold.

Based on aggregated 13F filings for Q1 2018.