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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
BCP
1076
Berkeley Capital Partners
Georgia
$347K +$16.2K +78 +5%
RA
1077
RFG Advisory
Alabama
$346K +$343K +1,647 New
CA
1078
Carson Advisory
Georgia
$342K +$4.58K +22 +1%
APWM
1079
Argonautica Private Wealth Management
Massachusetts
$342K +$322K +1,548 New
ST
1080
Smithfield Trust
Pennsylvania
$341K -$6.24K -30 -2%
HBCM
1081
Heron Bay Capital Management
Michigan
$341K
APF
1082
Alaska Permanent Fund
Alaska
$340K +$1.66K +8 +0.5%
TFCP
1083
Twin Focus Capital Partners
Massachusetts
$340K -$1.66K -8 -0.5%
MCM
1084
Manchester Capital Management
Vermont
$338K +$6.03K +29 +2%
MWP
1085
Meredith Wealth Planning
Illinois
$337K +$318K +1,528 New
PCIA
1086
Prime Capital Investment Advisors
Kansas
$336K +$63.2K +304 +25%
VV
1087
Verity & Verity
South Carolina
$335K +$316K +1,519 New
DWM
1088
Dakota Wealth Management
Florida
$334K -$2.71K -13 -0.9%
FANJ
1089
Financial Architects (New Jersey)
New Jersey
$334K -$832 -4 -0.3%
CIA
1090
Capital Investment Advisors
Georgia
$333K +$208 +1 +0.1%
SAM
1091
Steinberg Asset Management
New York
$331K
APP
1092
Avantax Planning Partners
Iowa
$330K -$16.6K -80 -5%
BWM
1093
Baron Wealth Management
Michigan
$325K +$307K +1,474 New
TFA
1094
Teamwork Financial Advisors
Texas
$323K -$670K -3,220 -69%
TIA
1095
Traphagen Investment Advisors
New Jersey
$318K +$7.07K +34 +2%
JF
1096
Jump Financial
Illinois
$318K +$300K +1,440 New
WE
1097
Wealth Effects
Massachusetts
$315K -$37.9K -182 -11%
ACM
1098
Advisors Capital Management
New Jersey
$314K +$90.3K +434 +44%
PCWA
1099
Pacific Capital Wealth Advisors
California
$312K
TA
1100
Tectonic Advisors
Texas
$311K