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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
AAIM
426
American Assets Investment Management
California
$5.51M
CIM
427
Corbyn Investment Management
Maryland
$5.41M -$81.8K -393 -2%
HCMT
428
Highland Capital Management (Tennessee)
Tennessee
$5.37M -$25K -120 -0.5%
HIP
429
Harrell Investment Partners
Texas
$5.32M +$452K +2,172 +10%
CT
430
Coastline Trust
Rhode Island
$5.18M -$143K -685 -3%
MLICM
431
Metropolitan Life Insurance Company (MetLife)
New York
$5.17M -$294K -1,415 -6%
PP
432
Prudential plc
United Kingdom
$5.16M +$2.23M +10,696 +84%
NB
433
Northwest Bancshares
Pennsylvania
$5.13M +$29.5K +142 +0.6%
TCM
434
Twin Capital Management
Pennsylvania
$5.11M -$120K -575 -2%
TCOV
435
Trust Company of Vermont
Vermont
$5.09M -$54.1K -260 -1%
VIA
436
Vident Investment Advisory
Georgia
$5.09M +$632K +3,037 +15%
MC
437
Middleton & Co
Massachusetts
$5.07M -$164K -786 -3%
VPIM
438
Vanguard Personalized Indexing Management
California
$5.03M +$488K +2,345 +11%
BPA
439
Beacon Pointe Advisors
California
$5.02M +$670K +3,221 +16%
SW
440
SVB Wealth
Massachusetts
$4.98M -$586K -2,817 -11%
CIC
441
Carnegie Investment Counsel
Ohio
$4.95M +$1.47M +7,058 +46%
BFA
442
Benedict Financial Advisors
Georgia
$4.93M -$20.6K -99 -0.4%
AWM
443
AE Wealth Management
Kansas
$4.84M +$91.1K +438 +2%
BFW
444
Brady Family Wealth
Missouri
$4.83M +$4.56M +21,899 New
KA
445
Kintegral Advisory
New York
$4.83M +$1.85M +8,876 +69%
BPC
446
Banque Pictet & Cie
Switzerland
$4.78M +$141K +677 +3%
BHWM
447
Bar Harbor Wealth Management
New Hampshire
$4.76M +$54.7K +263 +1%
UB
448
UMB Bank
Missouri
$4.74M +$1.19M +5,735 +36%
NB
449
Norinchukin Bank
Japan
$4.73M -$1.36M -6,531 -23%
GT
450
Greenleaf Trust
Michigan
$4.64M +$258K +1,241 +6%

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.