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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
CA
626
Cetera Advisors
Colorado
$1.88M +$610K +2,934 +52%
PTC
627
Private Trust Company
Ohio
$1.88M +$572K +2,748 +48%
NRS
628
Neville Rodie & Shaw
New York
$1.86M
DAS
629
Dynamic Advisor Solutions
Arizona
$1.86M +$107K +512 +6%
FIM
630
Freedom Investment Management
Connecticut
$1.86M +$1.18M +5,686 +206%
M1FG
631
Mach-1 Financial Group
Arkansas
$1.86M +$1.75M +8,424 +42,120%
LCM
632
Legato Capital Management
California
$1.86M +$1.75M +8,431 New
CDH
633
Charles D. Hyman
$1.85M
FB
634
Fulton Bank
Pennsylvania
$1.85M -$103K -496 -6%
AWM
635
Accurate Wealth Management
Florida
$1.84M +$1.7M +8,177 New
AWM
636
Avitas Wealth Management
California
$1.83M -$11.9K -57 -0.7%
SG Americas Securities
637
SG Americas Securities
New York
$1.82M -$1.16M -5,554 -40%
SLI
638
Sumitomo Life Insurance
Japan
$1.81M -$36.6K -176 -2%
DWA
639
Douglass Winthrop Advisors
New York
$1.78M -$4.16K -20 -0.2%
BHC
640
Bowen Hanes & Co
Florida
$1.76M +$479K +2,300 +40%
SB
641
Simmons Bank
Arkansas
$1.75M -$9.36K -45 -0.6%
AWM
642
Apollon Wealth Management
South Carolina
$1.75M +$84.5K +406 +5%
PRC
643
Pearl River Capital
Michigan
$1.72M +$371K +1,783 +30%
JWCA
644
J.W. Coons Advisors
Ohio
$1.7M +$350K +1,684 +28%
RCAG
645
Rehmann Capital Advisory Group
Michigan
$1.7M -$147K -705 -8%
WTC
646
WhitTier Trust Company
Nevada
$1.68M +$165K +791 +12%
LNC
647
Lincoln National Corp
Pennsylvania
$1.68M +$157K +755 +11%
PG
648
Pendal Group
Australia
$1.68M +$179K +862 +13%
TCOO
649
Trust Company of Oklahoma
Oklahoma
$1.66M +$3.54K +17 +0.2%
ALAM
650
Asahi Life Asset Management
Japan
$1.66M -$261K -1,255 -14%

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.