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Chesapeake Utilities

279 hedge funds and large institutions have $2.02B invested in Chesapeake Utilities in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 102 increasing their positions, 93 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 93

2% more capital invested

Capital invested by funds: $1.98B → $2.02B (+$38M)

9% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 35

1% less funds holding

Funds holding: 283279 (-4)

1.96% less ownership

Funds ownership: 86.56%84.6% (-2%)

14% less call options, than puts

Call options by funds: $268K | Put options by funds: $311K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
279
Holders Change
-4
Holders Change %
-1.41%
% of All Funds
4.02%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
32
Increased
102
Reduced
93
Closed
35
Calls
$268K
Puts
$311K
Net Calls
-$43K
Net Calls Change
-$159K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$388M +$3.26M +31,574 +0.9%
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$243M +$17.3M +168,006 +8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$199M +$12.3M +118,878 +7%
State Street
4
State Street
Massachusetts
$131M +$39.4M +381,344 +46%
ZP
5
Zimmer Partners
New York
$63.9M -$2.78M -26,971 -4%
First Trust Advisors
6
First Trust Advisors
Illinois
$59.1M -$8.02M -77,689 -12%
CCM
7
Copeland Capital Management
Pennsylvania
$57.6M +$1.54M +14,957 +3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$51.7M +$3.03M +29,374 +6%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$50.5M +$1.48M +14,364 +3%
Jennison Associates
10
Jennison Associates
New York
$46M +$9.81M +94,980 +28%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$43.6M -$1.23M -11,920 -3%
Invesco
12
Invesco
Georgia
$43.5M +$32.8M +317,361 +360%
Adage Capital Partners
13
Adage Capital Partners
Massachusetts
$34.5M
JP Morgan Chase
14
JP Morgan Chase
New York
$33.7M +$566K +5,486 +2%
Morgan Stanley
15
Morgan Stanley
New York
$30.4M -$41.9M -405,771 -59%
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$29.5M +$10.8M +104,850 +62%
Northern Trust
17
Northern Trust
Illinois
$28.3M -$2.65M -25,699 -9%
Charles Schwab
18
Charles Schwab
California
$27.1M +$2.25M +21,814 +9%
Goldman Sachs
19
Goldman Sachs
New York
$25.4M +$833K +8,069 +4%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$18.4M -$6.59M -63,804 -27%
BTW
21
Boston Trust Walden
Massachusetts
$16.7M +$16.1M +155,844 New
TCM
22
Tributary Capital Management
Nebraska
$14.3M +$1.13M +10,937 +9%
Principal Financial Group
23
Principal Financial Group
Iowa
$14.2M +$2.01M +19,514 +17%
Legal & General Group
24
Legal & General Group
United Kingdom
$11.8M +$549K +5,317 +5%
CRC
25
Curi RMB Capital
Illinois
$11.4M +$747K +7,237 +7%

CPK Hedge Fund Activity: Q1 2024 in Review

279 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Chesapeake Utilities (CPK) for Q1 2024, worth a combined $2.02B — up 1.9% from $1.98B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of CPK and 32 opened new positions — a net loss of 3 holders — while 93 trimmed existing stakes and 102 added.

The largest buyer was State Street, adding an estimated $39.4M. The largest seller was Morgan Stanley, cutting an estimated $41.9M.

  • 279 institutional investors held Chesapeake Utilities (CPK) as of Q1 2024, down from 283 in Q4 2023.
  • Funds reported $2.02B of Chesapeake Utilities stock for Q1 2024, up 1.9% quarter-over-quarter.
  • 32 funds opened new Chesapeake Utilities positions in Q1 2024 and 35 closed out, a net change of -3 holders.
  • The largest Chesapeake Utilities buyer in Q1 2024 was State Street, an estimated $39.4M added.
  • The largest Chesapeake Utilities seller in Q1 2024 was Morgan Stanley, an estimated $41.9M sold.

Based on aggregated 13F filings for Q1 2024.