We are live on ! Find out more
HUBB icon

Hubbell

666 hedge funds and large institutions have $15.5B invested in Hubbell in 2023 Q2 according to their latest regulatory filings, with 133 funds opening new positions, 164 increasing their positions, 249 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

202% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 44

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

33% more capital invested

Capital invested by funds: $11.6B → $15.5B (+$3.88B)

15% more call options, than puts

Call options by funds: $19.4M | Put options by funds: $16.8M

15% more funds holding

Funds holding: 580666 (+86)

3.55% less ownership

Funds ownership: 90.89%87.35% (-3.5%)

34% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 249

Holders
666
Holders Change
+86
Holders Change %
+14.83%
% of All Funds
10.46%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
133
Increased
164
Reduced
249
Closed
44
Calls
$19.4M
Puts
$16.8M
Net Calls
+$2.52M
Net Calls Change
-$4.72M
Name Holding Trade Value Shares
Change
Change in
Stake
CSWM
401
Cassady Schiller Wealth Management
Ohio
$663K
FFN
402
Focus Financial Network
Minnesota
$661K
SC
403
Schulhoff & Co
Ohio
$659K
Creative Planning
404
Creative Planning
Kansas
$640K -$128K -463 -19%
TA
405
Townsend & Associates
Colorado
$628K
CG
406
CFO4Life Group
Texas
$625K +$522K +1,884 New
AWS
407
Atria Wealth Solutions
New York
$623K +$520K +1,879 New
API
408
Advisor Partners II
California
$622K -$12.2K -44 -2%
V
409
Veritable
Delaware
$602K -$2.21K -8 -0.4%
CIBC Asset Management
410
CIBC Asset Management
Ontario, Canada
$600K +$554 +2 +0.1%
GCM
411
Graham Capital Management
Connecticut
$597K +$498K +1,800 New
QI
412
Qtron Investments
Massachusetts
$596K
SPC
413
Sigma Planning Corp
Michigan
$592K +$494K +1,786 New
BFM
414
Boston Financial Management
Massachusetts
$584K +$487K +1,760 New
HMS
415
Hanseatic Management Services
New Mexico
$579K +$30.2K +109 +7%
TT
416
TI-Trust
Illinois
$577K
SBH
417
Segall Bryant & Hamill
Illinois
$570K
DGAM
418
Desjardins Global Asset Management
Quebec, Canada
$567K +$455K +1,642 +2,451%
SAM
419
Shell Asset Management
Netherlands
$566K -$336K -1,214 -42%
RFO
420
RiverGlades Family Offices
Florida
$564K
AIM
421
Aigen Investment Management
New York
$558K +$466K +1,683 New
PA
422
Profund Advisors
Maryland
$558K -$43.5K -157 -9%
OAM
423
Ostrum Asset Management
France
$554K +$554 +2 +0.1%
Northwestern Mutual Wealth Management
424
Northwestern Mutual Wealth Management
Wisconsin
$552K +$28.2K +102 +7%
Cetera Investment Advisers
425
Cetera Investment Advisers
Illinois
$547K -$68.9K -249 -13%