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Chesapeake Utilities

255 hedge funds and large institutions have $1.53B invested in Chesapeake Utilities in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 101 increasing their positions, 92 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 92

0.34% less ownership

Funds ownership: 75.07%74.73% (-0.34%)

2% less funds holding

Funds holding: 261255 (-6)

11% less capital invested

Capital invested by funds: $1.72B → $1.53B (-$194M)

18% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 22

80% less call options, than puts

Call options by funds: $23K | Put options by funds: $115K

Holders
255
Holders Change
-6
Holders Change %
-2.3%
% of All Funds
4.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
101
Reduced
92
Closed
22
Calls
$23K
Puts
$115K
Net Calls
-$92K
Net Calls Change
+$12K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$289M -$841K -6,492 -0.3%
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$229M +$257M +1,985,211 New
Vanguard Group
3
Vanguard Group
Pennsylvania
$163M +$6.63M +51,208 +4%
State Street
4
State Street
Massachusetts
$73.5M +$1.04M +8,056 +1%
First Trust Advisors
5
First Trust Advisors
Illinois
$58.9M -$847K -6,539 -1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$50.5M +$64.1K +495 +0.1%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$43.3M +$18.9K +146 +0%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$36.1M +$985K +7,610 +2%
Goldman Sachs
9
Goldman Sachs
New York
$32M -$2.69M -20,800 -7%
CCM
10
Copeland Capital Management
Pennsylvania
$30.6M +$562K +4,342 +2%
Northern Trust
11
Northern Trust
Illinois
$27.6M +$199K +1,537 +0.6%
Morgan Stanley
12
Morgan Stanley
New York
$19.2M -$7.64K -59 -0%
Charles Schwab
13
Charles Schwab
California
$19M +$648K +5,007 +3%
BTW
14
Boston Trust Walden
Massachusetts
$18.7M +$558K +4,309 +3%
JP Morgan Chase
15
JP Morgan Chase
New York
$17.6M -$2M -15,421 -9%
HSBC Holdings
16
HSBC Holdings
United Kingdom
$14.2M +$6.88M +53,123 +78%
Invesco
17
Invesco
Georgia
$13.7M -$412K -3,179 -3%
CCMG
18
Clark Capital Management Group
Pennsylvania
$13.4M +$591K +4,565 +4%
Principal Financial Group
19
Principal Financial Group
Iowa
$13M -$735K -5,675 -5%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$11.2M -$2.97M -22,905 -19%
Citadel Advisors
21
Citadel Advisors
Florida
$10.9M +$1.85M +14,290 +18%
TCM
22
Tributary Capital Management
Nebraska
$10.3M -$162K -1,250 -1%
CRC
23
Curi RMB Capital
Illinois
$8.62M +$688K +5,317 +8%
Ameriprise
24
Ameriprise
Minnesota
$8.33M -$280K -2,159 -3%
TCM
25
Tufton Capital Management
Maryland
$8.22M

CPK Hedge Fund Activity: Q3 2022 in Review

255 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Chesapeake Utilities (CPK) for Q3 2022, worth a combined $1.53B — down 11% from $1.72B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of CPK and 18 opened new positions — a net loss of 4 holders — while 92 trimmed existing stakes and 101 added.

The largest buyer was Norges Bank, opening a new position worth an estimated $8.44M. The largest seller was T. Rowe Price Associates, cutting an estimated $267M.

  • 255 institutional investors held Chesapeake Utilities (CPK) as of Q3 2022, down from 261 in Q2 2022.
  • Funds reported $1.53B of Chesapeake Utilities stock for Q3 2022, down 11% quarter-over-quarter.
  • 18 funds opened new Chesapeake Utilities positions in Q3 2022 and 22 closed out, a net change of -4 holders.
  • The largest Chesapeake Utilities buyer in Q3 2022 was Norges Bank, an estimated $8.44M added.
  • The largest Chesapeake Utilities seller in Q3 2022 was T. Rowe Price Associates, an estimated $267M sold.

Based on aggregated 13F filings for Q3 2022.