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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
CB
551
Community Bank
New York
$2.72M -$80.9K -389 -3%
CS
552
Comerica Securities
Michigan
$2.72M +$90.5K +435 +4%
AWS
553
Atria Wealth Solutions
New York
$2.7M -$8.32K -40 -0.3%
SC
554
Slow Capital
California
$2.69M +$6.66K +32 +0.3%
AIP
555
Ameritas Investment Partners
Nebraska
$2.68M +$205K +983 +9%
AAM
556
Arabesque Asset Management
United Kingdom
$2.63M +$48.1K +231 +2%
HA
557
Harfst & Associates
Wyoming
$2.63M +$21K +101 +0.9%
MCM
558
MV Capital Management
Maryland
$2.62M +$25K +120 +1%
TYCC
559
Texas Yale Capital Corp
Florida
$2.62M
BL
560
Balentine LLC
Georgia
$2.6M +$329K +1,579 +15%
ASA
561
Armstrong Shaw Associates
Connecticut
$2.6M -$37.4K -180 -2%
CW
562
Connectus Wealth
Ohio
$2.6M -$2.16M -10,405 -47%
BCM
563
Buckhead Capital Management
Georgia
$2.59M -$195K -935 -7%
FTDI
564
First Trust Direct Indexing
Massachusetts
$2.57M -$16.6K -80 -0.7%
HIC
565
Hartline Investment Corp
Illinois
$2.56M +$2.42M +11,623 New
SIA
566
Schechter Investment Advisors
Michigan
$2.56M +$18.7K +90 +0.8%
BRWA
567
B. Riley Wealth Advisors
Florida
$2.54M +$371K +1,783 +18%
ACM
568
Argyle Capital Management
Pennsylvania
$2.52M
IWA
569
IBEX Wealth Advisors
New Jersey
$2.48M +$2.34M +11,235 New
PG
570
Patten Group
Tennessee
$2.47M -$83K -399 -3%
JAG
571
Journey Advisory Group
Kentucky
$2.45M -$148K -709 -6%
CIAS
572
CFS Investment Advisory Services
New Jersey
$2.44M +$2.3M +11,061 New
IA
573
IFG Advisory
Georgia
$2.42M +$81.3K +391 +4%
NWM
574
Northcape Wealth Management
New York
$2.41M -$2.31M -11,106 -50%
SSWM
575
Smith Salley Wealth Management
North Carolina
$2.41M +$78.2K +376 +4%

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.