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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
LAIC
576
Lederer & Associates Investment Counsel
California
$2.39M -$45.8K -220 -2%
RWA
577
Ropes Wealth Advisors
Massachusetts
$2.37M +$1.46K +7 +0.1%
HTC
578
Haverford Trust Company
Pennsylvania
$2.37M -$52.8K -254 -2%
MSFS
579
Main Street Financial Solutions
Pennsylvania
$2.36M -$3.12K -15 -0.1%
MWM
580
Mission Wealth Management
California
$2.33M +$93K +447 +4%
PL
581
Parkwood LLC
Ohio
$2.31M -$972K -4,672 -31%
BMWM
582
Brown Miller Wealth Management
Virginia
$2.3M +$18.1K +87 +0.8%
AWA
583
Aaron Wealth Advisors
Illinois
$2.29M -$3.33K -16 -0.2%
VanEck Associates
584
VanEck Associates
New York
$2.29M +$72.4K +348 +3%
O
585
Ossiam
France
$2.26M -$2.29M -11,003 -52%
MFG
586
MidWestOne Financial Group
Iowa
$2.25M +$54.9K +264 New
CCM
587
Cox Capital Management
Massachusetts
$2.22M +$30.8K +148 +1%
TRCT
588
Tower Research Capital (TRC)
New York
$2.22M -$5.39M -25,896 -72%
ZDA
589
Zweig-DiMenna Associates
New York
$2.21M +$2.08M +10,000 New
GI
590
GAMCO Investors
Connecticut
$2.2M
GT
591
Glenview Trust
Kentucky
$2.2M +$39.5K +190 +2%
VI
592
Vestcor Inc
New Brunswick, Canada
$2.19M -$27.9K -134 -1%
HA
593
Herold Advisors
New York
$2.18M +$208 +1 +0%
CWS
594
Confluence Wealth Services
Pennsylvania
$2.17M +$36K +173 +2%
CF
595
Concorde Financial
Texas
$2.14M
PFPT
596
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.14M +$629K +3,025 +45%
PNAA
597
Pictet North America Advisors
Switzerland
$2.09M +$58.5K +281 +3%
NPP
598
New Potomac Partners
Maryland
$2.06M +$12.5K +60 +0.6%
DCM
599
Dupont Capital Management
Delaware
$2.05M -$126K -605 -6%
USCWA
600
U.S. Capital Wealth Advisors
Texas
$2.04M -$15.6K -75 -0.8%

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.