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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
GWM
476
Geneos Wealth Management
Colorado
$3.98M +$223K +1,074 +6%
PGAM
477
Princeton Global Asset Management
New Jersey
$3.98M +$6.24K +30 +0.2%
SFI
478
Siemens Fonds Invest
Germany
$3.91M +$17.7K +85 +0.5%
WB
479
WesBanco Bank
West Virginia
$3.87M -$137K -659 -4%
LCM
480
Liberty Capital Management
Michigan
$3.85M -$25K -120 -0.7%
Cetera Investment Advisers
481
Cetera Investment Advisers
Illinois
$3.8M +$2.03M +9,777 +132%
Qube Research & Technologies (QRT)
482
Qube Research & Technologies (QRT)
United Kingdom
$3.77M -$19.6M -94,273 -85%
CPC
483
Consolidated Planning Corp
Georgia
$3.76M +$94.9K +456 +3%
PA
484
Pinnacle Associates
New York
$3.72M +$83.8K +403 +2%
Lido Advisors
485
Lido Advisors
California
$3.65M -$1.09M -5,243 -24%
USAA
486
United Services Automobile Association
Texas
$3.63M
PCM
487
Penserra Capital Management
California
$3.61M +$2.98M +14,341 +705%
RBC
488
Romano Brothers & Co
Illinois
$3.59M +$12.5K +60 +0.4%
IIM
489
Ipswich Investment Management
Massachusetts
$3.57M -$156K -749 -4%
PT
490
Plimoth Trust
Massachusetts
$3.52M -$217K -1,044 -6%
NHT
491
New Hampshire Trust
New Hampshire
$3.52M +$3.32M +15,969 New
ST
492
Somerset Trust
Pennsylvania
$3.49M -$22.3K -107 -0.7%
VWMG
493
Virginia Wealth Management Group
Virginia
$3.49M +$78.4K +377 +2%
GIA
494
Gladstone Institutional Advisory
Florida
$3.46M +$84.1K +404 +3%
MAM
495
Meeder Asset Management
Ohio
$3.45M -$1.53M -7,350 -32%
ECM
496
ExodusPoint Capital Management
New York
$3.44M +$336K +1,614 +12%
SDIC
497
South Dakota Investment Council
South Dakota
$3.44M
SFI
498
SPC Financial Inc
Maryland
$3.41M +$14.4K +69 +0.4%
LSV Asset Management
499
LSV Asset Management
Illinois
$3.38M -$229K -1,100 -7%
JIC
500
Johnson Investment Counsel
Ohio
$3.37M -$39.3K -189 -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.