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Chesapeake Utilities

315 hedge funds and large institutions have $2.47B invested in Chesapeake Utilities in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 126 increasing their positions, 100 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 100

2.33% more ownership

Funds ownership: 85.78%88.11% (+2.3%)

0% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 40

3% less capital invested

Capital invested by funds: $2.54B → $2.47B (-$63.6M)

1% less funds holding

Funds holding: 319315 (-4)

Holders
315
Holders Change
-4
Holders Change %
-1.25%
% of All Funds
4.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
40
Increased
126
Reduced
100
Closed
40
Calls
$72K
Puts
Net Calls
+$72K
Net Calls Change
+$72K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$443M -$244K -1,942 -0.1%
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$285M +$4.6M +36,571 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$235M +$4.64M +36,915 +2%
State Street
4
State Street
Massachusetts
$152M +$1.2M +9,556 +0.8%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$116M +$26.8M +212,793 +28%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$89.7M +$68.1M +541,533 +264%
Invesco
7
Invesco
Georgia
$69M +$11.1M +87,978 +18%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$65.5M +$1.21M +9,632 +2%
Jennison Associates
9
Jennison Associates
New York
$64.9M +$2.76M +21,968 +4%
CCM
10
Copeland Capital Management
Pennsylvania
$63.9M -$6.28M -49,949 -9%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$53.2M -$1.93M -15,342 -3%
First Trust Advisors
12
First Trust Advisors
Illinois
$40.8M +$250K +1,991 +0.6%
Morgan Stanley
13
Morgan Stanley
New York
$36.8M +$3.3M +26,218 +9%
BTW
14
Boston Trust Walden
Massachusetts
$34.3M -$773K -6,145 -2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$33.8M -$128K -1,016 -0.4%
Northern Trust
16
Northern Trust
Illinois
$32.6M -$1.37M -10,876 -4%
Charles Schwab
17
Charles Schwab
California
$32.3M -$390K -3,099 -1%
JP Morgan Chase
18
JP Morgan Chase
New York
$30.6M -$1.24M -9,855 -4%
Janus Henderson Group
19
Janus Henderson Group
United Kingdom
$26.6M +$3.44M +27,349 +14%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$18.4M +$808K +6,424 +4%
Legal & General Group
21
Legal & General Group
United Kingdom
$18.2M +$741K +5,888 +4%
Adage Capital Partners
22
Adage Capital Partners
Massachusetts
$18M -$6.29M -50,000 -25%
TCM
23
Tributary Capital Management
Nebraska
$16.9M +$1.57M +12,453 +10%
ZP
24
Zimmer Partners
New York
$15.6M -$5.92M -47,048 -27%
Principal Financial Group
25
Principal Financial Group
Iowa
$15M +$1.43M +11,378 +10%

CPK Hedge Fund Activity: Q2 2025 in Review

315 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Chesapeake Utilities (CPK) for Q2 2025, worth a combined $2.47B — down 2.5% from $2.54B a quarter earlier.

Fund positioning in CPK was balanced in Q2 2025: 40 funds opened new positions, 40 closed out, 126 added to existing stakes and 100 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $68.1M. The largest seller was Victory Capital Management, cutting an estimated $7.52M.

  • 315 institutional investors held Chesapeake Utilities (CPK) as of Q2 2025, down from 319 in Q1 2025.
  • Funds reported $2.47B of Chesapeake Utilities stock for Q2 2025, down 2.5% quarter-over-quarter.
  • 40 funds opened new Chesapeake Utilities positions in Q2 2025 and 40 closed out, a net change of 0 holders.
  • The largest Chesapeake Utilities buyer in Q2 2025 was Wellington Management Group, an estimated $68.1M added.
  • The largest Chesapeake Utilities seller in Q2 2025 was Victory Capital Management, an estimated $7.52M sold.

Based on aggregated 13F filings for Q2 2025.