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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
TFS
676
Thoroughbred Financial Services
Tennessee
$1.5M +$155K +744 +12%
OHWP
677
Oak Harbor Wealth Partners
North Carolina
$1.5M +$16.4K +79 +1%
AA
678
Altman Advisors
Illinois
$1.49M +$31.4K +151 +2%
PCM
679
Prana Capital Management
Connecticut
$1.49M -$14.1M -67,534 -91%
CFG
680
Citizens Financial Group
Rhode Island
$1.49M -$37.4K -180 -3%
CWM
681
Cordatus Wealth Management
Pennsylvania
$1.48M +$1.4M +6,716 New
BC
682
Bowman & Company
Wisconsin
$1.47M +$121K +582 +10%
CA
683
Claro Advisors
Massachusetts
$1.46M +$149K +714 +12%
VVP
684
Venture Visionary Partners
Ohio
$1.46M +$95.3K +458 +7%
SCA
685
Snowden Capital Advisors
New York
$1.45M +$15K +72 +1%
BFG
686
Bleakley Financial Group
New Jersey
$1.44M +$1.36M +6,550 New
SI
687
Stephens Inc
Arkansas
$1.44M -$554K -2,661 -29%
TC
688
TownSquare Capital
Utah
$1.44M +$834K +4,007 +160%
AAS
689
Ameritas Advisory Services
Nebraska
$1.42M +$1.34M +6,458 New
FM
690
Foster & Motley
Ohio
$1.42M +$47.9K +230 +4%
BHPW
691
Beverly Hills Private Wealth
California
$1.42M +$1.34M +6,455 New
REMPR
692
Roof Eidam Maycock Peralta (REMP)
California
$1.41M
EIP
693
Epoch Investment Partners
New York
$1.41M -$170K -815 -11%
DM
694
Delphi Management
Massachusetts
$1.4M +$1.32M +6,352 New
MCM
695
McRae Capital Management
New Jersey
$1.39M -$54.1K -260 -4%
CHAM
696
Clear Harbor Asset Management
Connecticut
$1.39M +$5.2K +25 +0.4%
CSPIA
697
Cary Street Partners Investment Advisory
Virginia
$1.38M +$165K +795 +15%
CG
698
Caprock Group
Idaho
$1.38M +$67.2K +323 +5%
MCA
699
Magnolia Capital Advisors
Mississippi
$1.38M -$6.66K -32 -0.5%
RMC
700
Resources Management Corp
Connecticut
$1.38M -$4.16K -20 -0.3%

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.