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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
S
751
SignatureFD
Georgia
$1.07M +$239K +1,147 +31%
TNBTD
752
Trustmark National Bank Trust Department
Mississippi
$1.07M +$34.3K +165 +4%
FFM
753
Forum Financial Management
Illinois
$1.06M
MCM
754
Mill Capital Management
North Carolina
$1.06M
TAM
755
Trust Asset Management
Texas
$1.06M
PCM
756
Parsons Capital Management
Rhode Island
$1.06M +$9.99K +48 +1%
MCM
757
Mainstay Capital Management
Michigan
$1.05M +$991K +4,762 New
TPCW
758
TD Private Client Wealth
New York
$1.05M +$5.83K +28 +0.6%
GF
759
Gabelli Funds
New York
$1.05M +$989K +4,755 New
WGCA
760
Wolf Group Capital Advisors
Virginia
$1.05M +$1.66K +8 +0.2%
PHS
761
Pekin Hardy Strauss
Illinois
$1.05M -$17.3K -83 -2%
PA
762
Profund Advisors
Maryland
$1.04M +$45.8K +220 +5%
SFA
763
Sequoia Financial Advisors
Ohio
$1.03M +$395K +1,899 +68%
IC
764
Inscription Capital
Texas
$1.03M +$12.7K +61 +1%
PWS
765
Peterson Wealth Services
Utah
$1.02M +$94.9K +456 +11%
PP
766
PFS Partners
New Jersey
$1.02M +$1.87K +9 +0.2%
MP
767
McDonald Partners
Ohio
$1.02M +$5.83K +28 +0.6%
CTC
768
Central Trust Company
Missouri
$1.01M -$2.91K -14 -0.3%
MYLI
769
Meiji Yasuda Life Insurance
Japan
$1.01M
FMAEN1
770
Fund Management at Engine No 1
California
$1.01M +$115K +553 +14%
SBH
771
Segall Bryant & Hamill
Illinois
$1M -$3.95K -19 -0.4%
SI
772
Saxon Interests
Texas
$1M +$21.6K +104 +2%
HCA
773
Harbour Capital Advisors
Virginia
$1M -$49.1K -236 -5%
LA
774
Lakeside Advisors
Washington
$999K
WB
775
Webster Bank
Connecticut
$993K -$5.2K -25 -0.6%

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.