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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
PCMF
1526
Private Capital Management (Florida)
Florida
-$273K -1,500 Closed
LWAC
1527
Laurel Wealth Advisors (California)
California
-$251K -1,384 Closed
SDWMA
1528
Schneider Downs Wealth Management Advisors
Pennsylvania
-$239K -1,312 Closed
AFS
1529
Axiom Financial Strategies
Indiana
-$230K -1,267 Closed
LAS
1530
LWM Advisory Services
Florida
-$223K -1,227 Closed
FPAS
1531
Focus Partners Advisor Solutions
Missouri
-$218K -1,200 Closed
MM
1532
MQS Management
New York
-$218K -1,199 Closed
EFG
1533
Everhart Financial Group
Ohio
-$209K -1,149 Closed
SA
1534
Syntax Advisors
New York
-$203K -1,118 Closed
VCG
1535
Vantage Consulting Group
Virginia
-$203K -1,118 Closed
MAG
1536
Mayfair Advisory Group
Alabama
-$202K -1,077 Closed
Capstone Investment Advisors
1537
Capstone Investment Advisors
New York
-$198K -953 Closed
WB
1538
West Bancorporation
Iowa
-$157K -864 Closed
SFO
1539
Standard Family Office
South Dakota
-$149K -821 Closed
GWSG
1540
GPS Wealth Strategies Group
Colorado
-$137K -755 Closed
ARIS
1541
Advanced Research Investment Solutions
California
-$104K -567 Closed
HR
1542
Howe & Rusling
New York
-$94K -516 Closed
PFT
1543
Providence First Trust
Arizona
-$88K -482 Closed
Q
1544
QVR
California
-$55K -305 Closed
AIP
1545
Almanack Investment Partners
Pennsylvania
-$52K -285 Closed
FIA
1546
FNY Investment Advisers
New York
-$46K -254 Closed
MAM
1547
Marquette Asset Management
Minnesota
-$42K -233 Closed
SWM
1548
Selective Wealth Management
Virginia
-$39K -215 Closed
MCM
1549
McMillion Capital Management
North Carolina
-$33K -184 Closed
AWMS
1550
Advocacy Wealth Management Services
Georgia
-$23K -122 Closed