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1,480 hedge funds and large institutions have $80.3B invested in Chubb in 2022 Q4 according to their latest regulatory filings, with 231 funds opening new positions, 526 increasing their positions, 493 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 231 | Existing positions closed: 82

58% more funds holding in top 10

Funds holding in top 10: 3352 (+19)

21% more capital invested

Capital invested by funds: $66.4B → $80.3B (+$13.9B)

9% more funds holding

Funds holding: 1,3581,480 (+122)

7% more repeat investments, than reductions

Existing positions increased: 526 | Existing positions reduced: 493

0% more call options, than puts

Call options by funds: $268M | Put options by funds: $267M

0.31% more ownership

Funds ownership: 87.68%87.99% (+0.31%)

Holders
1,480
Holders Change
+122
Holders Change %
+8.98%
% of All Funds
23.79%
Holding in Top 10
52
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+57.58%
% of All Funds
0.84%
New
231
Increased
526
Reduced
493
Closed
82
Calls
$268M
Puts
$267M
Net Calls
+$1.3M
Net Calls Change
-$21.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
401
Mercer Global Advisors
Colorado
$6.58M +$2.17M +10,425 +54%
SCA
402
Stokes Capital Advisors
South Carolina
$6.52M -$456K -2,193 -7%
B
403
Bailard
California
$6.52M +$490K +2,357 +9%
CAN
404
Cetera Advisor Networks
California
$6.49M +$2.92M +14,044 +91%
Walleye Trading
405
Walleye Trading
New York
$6.46M +$6.09M +29,277 New
IAIM
406
Industrial Alliance Investment Management
Quebec, Canada
$6.42M +$23.5K +113 +0.4%
EI
407
Ethic Inc
New York
$6.39M +$1.02M +4,887 +20%
WMSA
408
Weiss Multi-Strategy Advisers
New York
$6.29M +$5.93M +28,496 New
KNW
409
Kesler Norman & Wride
Utah
$6.28M +$703K +3,377 +13%
SWM
410
Scissortail Wealth Management
Oklahoma
$6.24M +$6.05M +29,059 New
FTC
411
Farmers Trust Company
Ohio
$6.24M -$127K -610 -2%
BWM
412
BerganKDV Wealth Management
Minnesota
$6.21M +$229K +1,103 +4%
CWM
413
Calamos Wealth Management
Illinois
$6.2M +$22.3K +107 +0.4%
CGH
414
Crossmark Global Holdings
Texas
$6.18M +$135K +648 +2%
WC
415
Woodstock Corp
Massachusetts
$6.05M +$60.3K +290 +1%
VCA
416
Verdence Capital Advisors
Maryland
$6.04M -$193K -929 -3%
CIBC World Market
417
CIBC World Market
Ontario, Canada
$6.04M +$1.84M +8,824 +48%
DT
418
Diversified Trust
Tennessee
$6.02M +$700K +3,367 +14%
HPCM
419
Hunter Perkins Capital Management
Illinois
$5.95M -$281K -1,350 -5%
LSERS
420
Louisiana State Employees Retirement System
Louisiana
$5.91M +$20.8K +100 +0.4%
NEI
421
Northwest & Ethical Investments
Ontario, Canada
$5.77M +$38.9K +187 +0.7%
HWM
422
HB Wealth Management
Georgia
$5.77M +$619K +2,976 +13%
Northwestern Mutual Wealth Management
423
Northwestern Mutual Wealth Management
Wisconsin
$5.74M -$346K -1,665 -6%
IC
424
IEQ Capital
California
$5.57M +$1.09M +5,220 +26%
PNC
425
Park National Corp
Ohio
$5.55M -$275K -1,324 -5%

CB Hedge Fund Activity: Q4 2022 in Review

1,480 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q4 2022, worth a combined $80.3B — up 21% from $66.4B a quarter earlier.

Buyers outnumbered sellers: 231 funds opened new CB positions and 82 closed out — a net gain of 149 holders — while 526 added to existing stakes and 493 trimmed.

The largest buyer was Ontario Teachers' Pension Plan Board, adding an estimated $543M. The largest seller was Wellington Management Group, cutting an estimated $263M.

  • 1,480 institutional investors held Chubb (CB) as of Q4 2022, up from 1,358 in Q3 2022.
  • Funds reported $80.3B of Chubb stock for Q4 2022, up 21% quarter-over-quarter.
  • 231 funds opened new Chubb positions in Q4 2022 and 82 closed out, a net change of +149 holders.
  • The largest Chubb buyer in Q4 2022 was Ontario Teachers' Pension Plan Board, an estimated $543M added.
  • The largest Chubb seller in Q4 2022 was Wellington Management Group, an estimated $263M sold.

Based on aggregated 13F filings for Q4 2022.