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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
WP
876
WMS Partners
Maryland
$666K
CCG
877
Ceeto Capital Group
Florida
$664K
FG
878
Fiduciary Group
Georgia
$664K +$208K +1,000 +50%
WFA
879
Websterrogers Financial Advisors
South Carolina
$662K
MMPW
880
Mitchell McLeod Pugh & Williams
Alabama
$660K +$88.6K +426 +17%
HTHT
881
Hemenway Trust Hemenway Trust
New Hampshire
$660K +$84.9K +408 +16%
BSA
882
Bull Street Advisors
Georgia
$657K +$14.6K +70 +2%
HL
883
HeadInvest LLC
Maine
$657K -$51.6K -248 -8%
WC
884
Westhampton Capital
North Carolina
$652K -$65.5K -315 -10%
APA
885
Astoria Portfolio Advisors
New York
$651K -$3.75K -18 -0.6%
SIM
886
Sentry Investment Management
Wisconsin
$647K +$5.83K +28 +1%
SFO
887
Stokes Family Office
Louisiana
$643K -$22.9K -110 -4%
CA
888
Commerzbank Aktiengesellschaft
Germany
$641K -$367K -1,765 -38%
UAS
889
United Asset Strategies
New York
$636K +$66.2K +318 +12%
WJWM
890
Williams Jones Wealth Management
New York
$636K +$4.99K +24 +0.8%
KFP
891
KB Financial Partners
New Jersey
$634K -$6.24K -30 -1%
WG
892
Welch Group
Alabama
$633K
VFA
893
Valeo Financial Advisors
Indiana
$632K +$250K +1,202 +72%
GJIA
894
Glass Jacobson Investment Advisors
Maryland
$631K +$595K +2,860 New
HJIM
895
Henry James International Management
New York
$630K -$2.08K -10 -0.3%
CPWA
896
Cerro Pacific Wealth Advisors
California
$627K +$63.7K +306 +12%
SC
897
Savant Capital
Illinois
$625K +$42.6K +205 +8%
OIA
898
Optimum Investment Advisors
Illinois
$623K -$5.2K -25 -0.9%
FAB
899
First American Bank
Illinois
$621K
BSW
900
Buckingham Strategic Wealth
Missouri
$618K +$76.4K +367 +15%

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.