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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
ZCA
901
Zeke Capital Advisors
Pennsylvania
$615K +$148K +710 +34%
MIM
902
Merrion Investment Management
New Jersey
$614K
CT
903
Cambridge Trust
Massachusetts
$613K -$48.3K -232 -8%
CWP
904
Cyndeo Wealth Partners
Florida
$612K +$577K +2,775 New
CCA
905
Cravens & Co Advisors
Tennessee
$609K +$574K +2,761 New
BBI
906
Baxter Bros Inc
Connecticut
$602K
IAM
907
Innovis Asset Management
Illinois
$601K +$567K +2,724 New
JIP
908
Jaffetilchin Investment Partners
Florida
$597K -$67.6K -325 -11%
BAM
909
Boyar Asset Management
New York
$596K -$375K -1,802 -40%
HH
910
Hilltop Holdings
Texas
$590K -$4.58K -22 -0.8%
SCM
911
Shelton Capital Management
Colorado
$590K -$62.4K -300 -10%
CSB
912
City State Bank
Iowa
$589K
PWPS
913
Pinnacle Wealth Planning Services
Ohio
$589K +$188K +904 +51%
CSI
914
Cross Staff Investments
New York
$584K
TSWM
915
Tyler-Stone Wealth Management
Ohio
$582K
IBOK
916
Independence Bank of Kentucky
Kentucky
$577K +$31K +149 +6%
IAIM
917
International Assets Investment Management
Florida
$575K -$13.7K -66 -2%
CI
918
CX Institutional
Indiana
$575K +$147K +707 +37%
FCM
919
FJ Capital Management
Virginia
$574K +$541K +2,600 New
DI
920
DFPG Investments
Utah
$571K +$529K +2,542 New
SWM
921
SeaCrest Wealth Management
New York
$570K -$624 -3 -0.1%
RPC
922
Rossmore Private Capital
Connecticut
$569K -$27K -130 -5%
C
923
Certuity
Florida
$569K -$3.54K -17 -0.7%
1W
924
1776 Wealth
Georgia
$568K +$7.07K +34 +1%
AIA
925
Angeles Investment Advisors
California
$567K +$533K +2,560 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.