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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
JWA
1326
JFS Wealth Advisors
Pennsylvania
$80.3K +$1.87K +9 +3%
JFA
1327
JNBA Financial Advisors
Minnesota
$80.1K
MSFP
1328
Mark Sheptoff Financial Planning
Connecticut
$79.6K
HBW
1329
Hazlett, Burt & Watson
West Virginia
$78K
SOW
1330
State of Wyoming
Wyoming
$74.3K -$135K -648 -66%
HNWAG
1331
High Net Worth Advisory Group
Florida
$74.1K
NFSG
1332
Newbridge Financial Services Group
Florida
$73.5K
CA
1333
Crewe Advisors
Utah
$71.7K +$28.1K +135 +71%
CAC
1334
Core Alternative Capital
Georgia
$70.4K +$1.04K +5 +2%
CSWM
1335
Cassady Schiller Wealth Management
Ohio
$70.4K +$66.4K +319 New
FMII
1336
Farmers & Merchants Investments Inc
Nebraska
$64.6K
HWA
1337
HHM Wealth Advisors
Tennessee
$62.4K
HWM
1338
Horizons Wealth Management
North Carolina
$62K +$52.2K +251 +810%
PFC
1339
Phocas Financial Corp
California
$61.8K +$58.3K +280 New
ZB
1340
Zions Bancorporation
Utah
$61.3K +$832 +4 +1%
GCM
1341
Gables Capital Management
Florida
$60.7K
CWP
1342
Concord Wealth Partners
Virginia
$60.5K +$57K +274 New
MLA
1343
MB, Levis & Associates
Pennsylvania
$60.2K +$56.8K +273 New
FRA
1344
Front Row Advisors
California
$60K -$208 -1 -0.4%
SWA
1345
SOA Wealth Advisors
New York
$56K
IRC
1346
Investors Research Corp
Georgia
$54.5K +$9.99K +48 +24%
RTC
1347
Riverview Trust Company
Washington
$53K -$24.1K -116 -32%
OC
1348
Oakmont Corp
California
$53K
CSPAM
1349
Cary Street Partners Asset Management
Virginia
$52.9K
MHR
1350
Matthew Hamilton Rosenberg
$52.1K +$8.11K +39 +20%