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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
OWP
776
Obermeyer Wealth Partners
Colorado
$993K
BIM
777
Baldwin Investment Management
Pennsylvania
$989K -$10.4K -50 -1%
TCA
778
Transcend Capital Advisors
New Jersey
$981K -$26.4K -127 -3%
SCM
779
Silvant Capital Management
Georgia
$978K -$197K -947 -18%
KWM
780
Kingsview Wealth Management
Oregon
$976K -$83.6K -402 -8%
SYBT
781
Stock Yards Bank & Trust
Kentucky
$976K +$67.6K +325 +8%
RIM
782
Regent Investment Management
Kentucky
$974K -$23.1K -111 -2%
ACL
783
Applied Capital LLC
Florida
$972K +$916K +4,405 New
RC
784
Roundview Capital
New Jersey
$969K +$9.57K +46 +1%
AG
785
Ascent Group
Virginia
$966K +$141K +678 +18%
VCM
786
Vigilant Capital Management
Maine
$959K
QCM
787
Quantinno Capital Management
New York
$954K +$362K +1,738 +67%
RWM
788
Ritholtz Wealth Management
New York
$951K -$638K -3,067 -42%
RWB
789
RMR Wealth Builders
New Jersey
$950K -$40.4K -194 -4%
MSCM
790
McElhenny Sheffield Capital Management
Texas
$944K +$893K +4,291 New
BBHC
791
Brown Brothers Harriman & Co
New York
$942K +$99.2K +477 +13%
CPR
792
CSU Producer Resources
Ohio
$929K
MFG
793
Monte Financial Group
Connecticut
$929K +$54.1K +260 +7%
LSPW
794
Lake Street Private Wealth
Illinois
$921K +$423K +2,032 +95%
BCP
795
Blackhawk Capital Partners
Wisconsin
$921K -$112K -540 -11%
DJSG
796
D.J. St. Germain
Massachusetts
$918K +$725K +3,484 +3%
CI
797
Conning Inc
Connecticut
$914K -$3.33K -16 -0.4%
EFS
798
Essex Financial Services
Connecticut
$912K -$1.66K -8 -0.2%
CWM
799
Compass Wealth Management
Connecticut
$912K +$860K +4,132 New
CCIA
800
Campbell & Co Investment Adviser
Maryland
$909K +$857K +4,121 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.