We are live on ! Find out more

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
BP
701
Ballentine Partners
Massachusetts
$1.36M +$107K +516 +9%
BC
702
Burney Company
Virginia
$1.36M +$1.28M +6,148 New
TRIA
703
Trail Ridge Investment Advisors
Colorado
$1.35M
CAG
704
Csenge Advisory Group
Florida
$1.34M -$80.3K -386 -6%
SIA
705
SkyView Investment Advisors
New Jersey
$1.34M +$28.9K +139 +2%
CFD
706
Creative Financial Designs
Indiana
$1.33M +$13.9K +67 +1%
WS
707
Wedbush Securities
California
$1.33M -$84.9K -408 -6%
DFA
708
Delta Financial Advisors
Louisiana
$1.32M
MAS
709
Meeder Advisory Services
Ohio
$1.31M +$1.23M +5,918 New
AWM
710
Axxcess Wealth Management
California
$1.3M +$1.23M +5,891 New
ATC
711
Argent Trust Co
Tennessee
$1.29M -$15.6K -75 -1%
DEA
712
DoubleLine ETF Adviser
Florida
$1.29M +$1.22M +5,869 New
PFS
713
Prospera Financial Services
Texas
$1.29M -$1.31M -6,295 -52%
MPPW
714
Mitchell & Pahl Private Wealth
Oklahoma
$1.29M +$64.1K +308 +6%
OPS
715
Orion Portfolio Solutions
Nebraska
$1.29M +$216K +1,037 +22%
WA
716
Wealth Alliance
New York
$1.28M -$9.36K -45 -0.8%
TPW
717
Transatlantique Private Wealth
New York
$1.27M +$99.9K +480 +9%
DTC
718
Davidson Trust Company
Washington
$1.26M -$54.7K -263 -4%
SIP
719
Stoneridge Investment Partners
Pennsylvania
$1.24M -$2.06M -9,916 -64%
S
720
SimplyRich
California
$1.22M
FBT
721
First Bankers Trust
Kentucky
$1.21M -$104K -500 -8%
LBWM
722
Left Brain Wealth Management
Illinois
$1.21M +$1.14M +5,480 New
GAM
723
Gotham Asset Management
New York
$1.21M +$140K +673 +14%
V
724
ViaWealth
Kansas
$1.19M +$1.11M +5,317 New
FEG
725
Financial Enhancement Group
Indiana
$1.19M +$1.15M +5,504 New

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.