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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
CIC
801
Cornercap Investment Counsel
Georgia
$908K +$29.5K +142 +4%
SLWA
802
San Luis Wealth Advisors
California
$904K -$653K -3,140 -43%
WCA
803
Westover Capital Advisors
Delaware
$902K -$11K -53 -1%
LWAM
804
Legacy Wealth Asset Management
Minnesota
$902K -$832 -4 -0.1%
CCM
805
Coldstream Capital Management
Washington
$900K +$848K +4,078 New
Fisher Asset Management
806
Fisher Asset Management
Washington
$897K +$575K +2,763 +212%
LOAMS
807
Lombard Odier Asset Management (Switzerland)
Switzerland
$893K +$842K +4,049 New
MNBTD
808
Moody National Bank Trust Division
Texas
$888K
FAIM
809
Financial Advocates Investment Management
Washington
$883K -$633K -3,043 -43%
DGAM
810
Desjardins Global Asset Management
Quebec, Canada
$883K +$10.6K +51 +1%
FFWA
811
FRG Family Wealth Advisors
Washington
$875K -$21.8K -105 -3%
FA
812
FC Advisory
Pennsylvania
$874K
HI
813
Horizon Investments
North Carolina
$874K -$356K -1,710 -30%
MA
814
Montag & Associates
Georgia
$873K +$1.46K +7 +0.2%
SPC
815
Sigma Planning Corp
Michigan
$862K +$95.5K +459 +13%
APWM
816
Atlas Private Wealth Management
New York
$851K +$51.6K +248 +7%
BI
817
Ballast Inc
Kentucky
$850K +$12.1K +58 +2%
MBT
818
Montecito Bank & Trust
California
$850K
BOH
819
Bank of Hawaii
Hawaii
$849K -$1.25K -6 -0.2%
PF
820
Phoenix Financial
Israel
$839K +$791K +3,803 New
KFS
821
Kurt F. Somerville
$838K
CG
822
Colony Group
Massachusetts
$837K +$304K +1,459 +63%
QCG
823
Quadrant Capital Group
Ohio
$836K +$158K +760 +25%
SCA
824
Sippican Capital Advisors
Massachusetts
$835K +$3.12K +15 +0.4%
CGL
825
Clarius Group LLC
Washington
$831K +$20.4K +98 +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.