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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
AW
526
Apricus Wealth
South Carolina
$3.01M +$92.6K +445 +3%
SWP
527
Strategic Wealth Partners
Ohio
$3M +$343K +1,648 +14%
WCA
528
Waratah Capital Advisors
Ontario, Canada
$2.99M +$2.82M +13,575 New
AC
529
Allstate Corporation
Illinois
$2.99M +$40.8K +196 +1%
AIM
530
Allstate Investment Management
Illinois
$2.99M +$2.82M +13,547 New
LFAS
531
Level Four Advisory Services
Texas
$2.98M +$1.35M +6,486 +92%
MGP
532
Metis Global Partners
California
$2.98M +$1.1M +5,278 +64%
HCM
533
Hodges Capital Management
Texas
$2.98M +$832K +3,998 +42%
SG
534
Stonnington Group
California
$2.96M +$1.59M +7,644 +139%
KS
535
Karpas Strategies
Connecticut
$2.94M -$306K -1,473 -10%
FNT
536
First National Trust
Pennsylvania
$2.94M -$33.5K -161 -1%
Bessemer Group
537
Bessemer Group
New Jersey
$2.94M -$762K -3,663 -22%
AFM
538
Andesa Financial Management
Pennsylvania
$2.92M -$2.43M -11,702 -47%
MHIC
539
Marble Harbor Investment Counsel
Massachusetts
$2.9M +$106K +510 +4%
UA
540
Unison Advisors
District of Columbia
$2.9M +$12.3K +59 +0.5%
IRAG
541
Investment Research & Advisory Group
Georgia
$2.89M -$4.79K -23 -0.2%
WIA
542
Westbourne Investment Advisors
Maryland
$2.88M +$41.8K +201 +2%
BCV
543
Banque Cantonale Vaudoise
Switzerland
$2.87M -$1.22M -5,848 -31%
NWM
544
NEIRG Wealth Management
Massachusetts
$2.86M -$36.6K -176 -1%
API
545
Advisor Partners II
California
$2.85M +$318K +1,530 +13%
CFCI
546
Comprehensive Financial Consultants Institutional
Indiana
$2.84M -$154K -738 -6%
JFG
547
Jefferies Financial Group
New York
$2.82M +$2.66M +12,785 New
BS
548
Boenning & Scattergood
Pennsylvania
$2.77M +$284K +1,365 +12%
DAC
549
Dividend Assets Capital
South Carolina
$2.74M -$219K -1,055 -8%
HCM
550
HMS Capital Management
Tennessee
$2.73M -$130K -625 -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.