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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
AG
451
Advocate Group
Minnesota
$4.56M +$1.14M +5,477 +36%
FA
452
FDx Advisors
Illinois
$4.53M -$259K -1,243 -6%
SCI
453
S&CO Inc
Massachusetts
$4.52M -$6.24K -30 -0.1%
NVIM
454
New Vernon Investment Management
Illinois
$4.52M
KIA
455
KCM Investment Advisors
California
$4.51M +$247K +1,185 +6%
BMM
456
Buffington Mohr McNeal
Idaho
$4.49M +$66.6K +320 +2%
Capital Fund Management (CFM)
457
Capital Fund Management (CFM)
France
$4.49M +$4.23M +20,339 New
KPWS
458
Kestra Private Wealth Services
Texas
$4.47M -$117K -560 -3%
RCM
459
Radnor Capital Management
Pennsylvania
$4.45M +$100K +481 +2%
LF
460
Lantz Financial
Illinois
$4.41M +$2.1M +10,105 +102%
AA
461
ALPS Advisors
Colorado
$4.4M -$212K -1,020 -5%
ACA
462
Aptus Capital Advisors
Alabama
$4.39M -$494K -2,376 -11%
CT
463
Chicago Trust
Illinois
$4.39M -$153K -736 -4%
NMERB
464
New Mexico Educational Retirement Board
New Mexico
$4.38M -$374K -1,800 -8%
SAM
465
Selway Asset Management
$4.34M +$109K +525 +3%
HIS
466
Horizon Investment Services
Indiana
$4.29M -$17.5K -84 -0.4%
PI
467
Putnam Investments
Massachusetts
$4.2M -$93K -447 -2%
LA
468
LVW Advisors
New York
$4.18M +$6.03K +29 +0.2%
BB
469
Berkshire Bank
Massachusetts
$4.17M -$450K -2,162 -10%
EFI
470
EHP Funds Inc
Canada
$4.17M +$3.93M +18,900 New
WT
471
Whittier Trust
California
$4.17M +$225K +1,080 +6%
PCTC
472
Perkins Coie Trust Company
Washington
$4.13M +$38.1K +183 +1%
CSUI
473
Cincinnati Specialty Underwriters Insurance
Ohio
$4.06M
UC
474
Unio Capital
New Jersey
$4.05M +$3.82M +18,371 New
NC
475
NovaPoint Capital
Georgia
$4.02M +$38.5K +185 +1%

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.