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
OIA
501
Optimum Investment Advisors
Illinois
$293K
PFS
502
Prospera Financial Services
Texas
$291K +$243K +877 New
NQWM
503
Northwest Quadrant Wealth Management
Oregon
$290K
LFA
504
LGT Financial Advisors
Texas
$289K -$44.6K -161 -16%
CCA
505
Checchi Capital Advisers
California
$288K -$4.43K -16 -2%
IGAM
506
iA Global Asset Management
Quebec, Canada
$286K +$239K +862 New
Axa
507
Axa
France
$280K +$233K +843 New
O
508
Ossiam
France
$276K -$593K -2,142 -72%
HWAM
509
Hennion & Walsh Asset Management
New Jersey
$276K +$230K +831 New
WA
510
Waverly Advisors
Alabama
$274K
HAS
511
Holland Advisory Services
Florida
$268K -$53.4K -193 -19%
ISWM
512
Independent Solutions Wealth Management
New York
$268K -$8.58K -31 -4%
YIA
513
YHB Investment Advisors
Connecticut
$264K +$220K +795 New
S
514
SignatureFD
Georgia
$261K +$554 +2 +0.3%
CWM
515
Cordatus Wealth Management
Pennsylvania
$260K +$217K +785 New
FM
516
Foster & Motley
Ohio
$259K +$216K +781 New
QCG
517
Quadrant Capital Group
Ohio
$258K -$11.1K -40 -5%
MGP
518
Metis Global Partners
California
$257K -$18.5K -67 -8%
EDRIA
519
Edmonds Duncan Registered Investment Advisors
Kansas
$257K +$215K +775 New
SC
520
Savant Capital
Illinois
$251K +$210K +758 New
BFEC
521
Benjamin F. Edwards & Company
Missouri
$249K -$5.81K -21 -3%
NIMI
522
Natixis Investment Managers International
France
$249K -$195K -705 -48%
BSW
523
Buckingham Strategic Wealth
Missouri
$244K +$204K +736 New
DOA
524
D'Orazio & Associates
Virginia
$243K +$203K +733 New
CAAS
525
Capital Asset Advisory Services
Michigan
$242K +$203K +733 New