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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
MC
601
Moors & Cabot
Massachusetts
$2.04M +$365K +1,755 +23%
MYIA
602
Mount Yale Investment Advisors
Colorado
$2.03M +$27.7K +133 +1%
LHC
603
Little House Capital
Massachusetts
$2.03M +$819K +3,938 +75%
SP
604
Symmetry Partners
Connecticut
$2.03M +$541K +2,602 +39%
CK
605
Cohen Klingenstein
New York
$2.01M
SIA
606
Strategic Investment Advisors
Michigan
$2.01M +$57.8K +278 +3%
Vontobel Holding
607
Vontobel Holding
Switzerland
$2M -$11.3M -54,494 -86%
LNWWM
608
Laird Norton Wetherby Wealth Management
California
$2M +$147K +707 +8%
NSEDCP
609
NJ State Employees Deferred Compensation Plan
New Jersey
$1.99M
CA
610
Clearstead Advisors
Ohio
$1.99M -$191K -916 -9%
HF
611
HRT Financial
New York
$1.98M -$1.65M -7,914 -47%
NFG
612
Nations Financial Group
Iowa
$1.98M +$1.86M +8,961 New
CNC
613
Canandaigua National Corp
New York
$1.97M -$53.7K -258 -3%
JCM
614
Jag Capital Management
Missouri
$1.96M -$117K -561 -6%
MWM
615
Mattern Wealth Management
Kansas
$1.95M -$2.71K -13 -0.1%
WCM Investment Management
616
WCM Investment Management
California
$1.95M -$96.3K -463 -5%
ADIM
617
Alpha DNA Investment Management
Maryland
$1.95M +$520K +2,500 +40%
MGIA
618
Moneta Group Investment Advisors
Missouri
$1.95M +$102K +492 +6%
TI
619
Tidal Investments
Wisconsin
$1.93M -$577K -2,773 -24%
HCM
620
Horiko Capital Management
New York
$1.92M
SWP
621
Stratos Wealth Partners
Ohio
$1.91M +$156K +750 +9%
TWC
622
TD Waterhouse Canada
Ontario, Canada
$1.9M +$372K +1,788 +31%
PAS
623
Park Avenue Securities
New York
$1.9M +$216K +1,038 +14%
MIC
624
Meridian Investment Counsel
California
$1.9M
PGA
625
Portland Global Advisors
Maine
$1.89M -$27.7K -133 -2%

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.