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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
MWM
1401
Mascoma Wealth Management
New Hampshire
$19.4K
CCM
1402
Copeland Capital Management
Pennsylvania
$19K
CAL
1403
Capital Advisors Ltd
Ohio
$19K +$832 +4 +5%
TFM
1404
TFC Financial Management
Massachusetts
$19K -$83.2K -400 -82%
FGAM
1405
Financial Gravity Asset Management
Texas
$14.8K -$711K -3,419 -94%
CPG
1406
Cornerstone Planning Group
New Jersey
$14.5K +$13.7K +66 New
MFG
1407
Mendota Financial Group
Wisconsin
$14.3K +$13.5K +65 New
VCM
1408
Versant Capital Management
Arizona
$14.1K
PK
1409
Pflug Koory
Nebraska
$13K
AIM
1410
Arcadia Investment Management
Michigan
$12.8K
HS
1411
Horan Securities
United States
$12.6K +$11.9K +57 New
GFPC
1412
Global Financial Private Client
Florida
$12.4K
IAA
1413
Independent Advisor Alliance
North Carolina
$12.3K -$1.42M -6,826 -11%
SWA
1414
Sutton Wealth Advisors
Florida
$11.9K -$624 -3 -5%
TCWA
1415
Ten Capital Wealth Advisors
Washington
$11.3K
RDIA
1416
RE Dickinson Investment Advisors
Iowa
$11K
M
1417
MOTCO
Texas
$10.8K +$10.2K +49 New
OAJ
1418
Ogorek Anthony Joseph
New York
$10K
SC
1419
Sierra Capital
Florida
$10K
AWM
1420
Abound Wealth Management
Tennessee
$9.93K -$11.4K -55 -55%
SIS
1421
Sound Income Strategies
Florida
$9.93K -$1.04K -5 -10%
TJHA
1422
Thomas J. Herzfeld Advisors
Florida
$9.93K
GEA
1423
Glen Eagle Advisors
New Jersey
$9.93K +$4.79K +23 +105%
LF
1424
Lee Financial
Texas
$9.71K
SC
1425
Schubert & Co
Texas
$9.71K +$3.33K +16 +57%