We are live on ! Find out more
CPK icon

Chesapeake Utilities

254 hedge funds and large institutions have $1.32B invested in Chesapeake Utilities in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 108 increasing their positions, 80 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

339% more call options, than puts

Call options by funds: $215K | Put options by funds: $49K

35% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 80

0.94% more ownership

Funds ownership: 75.15%76.08% (+0.94%)

2% less funds holding

Funds holding: 259254 (-5)

13% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 23

17% less capital invested

Capital invested by funds: $1.59B → $1.32B (-$267M)

Holders
254
Holders Change
-5
Holders Change %
-1.93%
% of All Funds
4.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
108
Reduced
80
Closed
23
Calls
$215K
Puts
$49K
Net Calls
+$166K
Net Calls Change
-$215K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$284M +$318K +2,804 +0.1%
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$147M -$2.78M -24,561 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$137M -$54.3K -479 -0%
State Street
4
State Street
Massachusetts
$65.9M +$143K +1,265 +0.2%
First Trust Advisors
5
First Trust Advisors
Illinois
$61M +$4.02M +35,530 +6%
CCM
6
Copeland Capital Management
Pennsylvania
$52.8M +$4.53M +40,037 +8%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$43.7M +$200K +1,768 +0.4%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$36.2M -$1.09M -9,653 -3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$34.9M +$1.54M +13,631 +4%
JP Morgan Chase
10
JP Morgan Chase
New York
$27.3M +$1.35M +11,904 +4%
Northern Trust
11
Northern Trust
Illinois
$24.7M +$106K +936 +0.4%
Morgan Stanley
12
Morgan Stanley
New York
$19.9M -$1.82M -16,031 -7%
Charles Schwab
13
Charles Schwab
California
$18.9M +$1.18M +10,416 +6%
Millennium Management
14
Millennium Management
New York
$15.6M +$7.25M +64,000 +67%
Goldman Sachs
15
Goldman Sachs
New York
$13.9M -$5.25M -46,384 -25%
TCM
16
Tributary Capital Management
Nebraska
$10.7M +$2.44M +21,530 +24%
Schroder Investment Management Group
17
Schroder Investment Management Group
United Kingdom
$9.73M +$10.4K +92 +0.1%
CRC
18
Curi RMB Capital
Illinois
$9.66M +$1.07M +9,468 +11%
Principal Financial Group
19
Principal Financial Group
Iowa
$9.33M -$654K -5,773 -6%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$8.92M +$2.61M +23,048 +34%
Invesco
21
Invesco
Georgia
$8.85M +$440K +3,885 +4%
Legal & General Group
22
Legal & General Group
United Kingdom
$7.98M +$13.3K +117 +0.1%
ProShare Advisors
23
ProShare Advisors
Maryland
$7.47M +$1.14M +10,030 +15%
UIC
24
Uniplan Investment Counsel
Wisconsin
$7M -$79.3K -700 -1%
TCM
25
Tufton Capital Management
Maryland
$6.96M

CPK Hedge Fund Activity: Q3 2023 in Review

254 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Chesapeake Utilities (CPK) for Q3 2023, worth a combined $1.32B — down 17% from $1.59B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of CPK and 20 opened new positions — a net loss of 3 holders — while 80 trimmed existing stakes and 108 added.

The largest buyer was Millennium Management, adding an estimated $7.25M. The largest seller was Goldman Sachs, cutting an estimated $5.25M.

  • 254 institutional investors held Chesapeake Utilities (CPK) as of Q3 2023, down from 259 in Q2 2023.
  • Funds reported $1.32B of Chesapeake Utilities stock for Q3 2023, down 17% quarter-over-quarter.
  • 20 funds opened new Chesapeake Utilities positions in Q3 2023 and 23 closed out, a net change of -3 holders.
  • The largest Chesapeake Utilities buyer in Q3 2023 was Millennium Management, an estimated $7.25M added.
  • The largest Chesapeake Utilities seller in Q3 2023 was Goldman Sachs, an estimated $5.25M sold.

Based on aggregated 13F filings for Q3 2023.