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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
CFA
851
CWS Financial Advisors
Michigan
$750K +$65.5K +315 +7%
CIM
852
CIM Investment Management
Pennsylvania
$749K -$21K -101 -3%
PWM
853
Perigon Wealth Management
California
$748K +$392K +1,884 +125%
ATIA
854
American Trust Investment Advisors
New Hampshire
$747K
BMCM
855
Bryn Mawr Capital Management
Pennsylvania
$745K +$702K +3,375 New
ST
856
Spinnaker Trust
Maine
$744K -$9.99K -48 -1%
TCM
857
Tributary Capital Management
Nebraska
$726K -$10.4K -50 -1%
BTI
858
Blue Trust Inc
Georgia
$723K +$434K +2,088 +111%
NAMP
859
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$722K -$46.8K -225 -6%
AWM
860
Avior Wealth Management
Nebraska
$719K +$52.6K +253 +8%
PPP
861
Private Portfolio Partners
New Jersey
$717K +$416 +2 +0.1%
FCAG
862
First Capital Advisors Group
New Jersey
$714K +$32.9K +158 +5%
I
863
InceptionR
California
$712K +$672K +3,228 New
XSC
864
X-Square Capital
Puerto Rico
$710K +$19.6K +94 +3%
SC
865
Saturna Capital
Washington
$699K
NPA
866
Nichols & Pratt Advisers
Massachusetts
$692K -$208 -1 -0%
EWA
867
EverSource Wealth Advisors
Alabama
$690K -$181K -871 -22%
AFM
868
Abbot Financial Management
Massachusetts
$688K -$93.4K -449 -13%
Squarepoint
869
Squarepoint
New York
$684K +$645K +3,100 New
EWA
870
Encompass Wealth Advisors
Oregon
$683K
PWP
871
Principle Wealth Partners
Connecticut
$677K -$1.25K -6 -0.2%
FMB
872
Field & Main Bank
Kentucky
$677K +$68.7K +330 +12%
ECM
873
Evergreen Capital Management
Washington
$677K +$134K +644 +27%
HFM
874
Hartford Funds Management
Pennsylvania
$667K +$384K +1,847 +157%
WPC
875
Wedmont Private Capital
Pennsylvania
$667K +$66.6K +320 +12%

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.