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Hubbell
HUBB

Overview Fund Activity

664 hedge funds and large institutions have $15.4B invested in Hubbell in 2023 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 163 increasing their positions, 249 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
664
Holders Change
+85
Holders Change %
+14.68%
% of All Funds
10.47%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
132
Increased
163
Reduced
249
Closed
44
Calls
$19.4M
Puts
$16.8M
Net Calls
+$2.53M
Net Calls Change
-$4.73M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$826M
2
Artisan Partners
Artisan Partners
Wisconsin
$241M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$231M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
$103M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$47.4M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$12.8M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.46B
3
Bank of New York Mellon
Bank of New York Mellon
New York
$497M
4
American Century Companies
American Century Companies
Missouri
$79.9M
5
First Trust Advisors
First Trust Advisors
Illinois
$72.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
NQWM
501
Northwest Quadrant Wealth Management
Oregon
$290K – – –
LFA
502
LGT Financial Advisors
Texas
$289K -$53.4K -161 -16%
CCA
503
Checchi Capital Advisers
California
$288K -$5.31K -16 -2%
IGAM
504
iA Global Asset Management
Quebec, Canada
$286K +$286K +862 New
Axa
505
Axa
France
$280K +$280K +843 New
O
506
Ossiam
France
$276K -$710K -2,142 -72%
HWAM
507
Hennion & Walsh Asset Management
New Jersey
$276K +$276K +831 New
WA
508
Waverly Advisors
Alabama
$274K – – –
HAS
509
Holland Advisory Services
Florida
$268K -$64K -193 -19%
ISWM
510
Independent Solutions Wealth Management
New York
$268K -$10.3K -31 -4%
YIA
511
YHB Investment Advisors
Connecticut
$264K +$264K +795 New
S
512
SignatureFD
Georgia
$261K +$663 +2 +0.3%
CWM
513
Cordatus Wealth Management
Pennsylvania
$260K +$260K +785 New
FM
514
Foster & Motley
Ohio
$259K +$259K +781 New
QCG
515
Quadrant Capital Group
Ohio
$258K -$13.3K -40 -5%
MGP
516
Metis Global Partners
California
$257K -$22.2K -67 -8%
EDRIA
517
Edmonds Duncan Registered Investment Advisors
Kansas
$257K +$257K +775 New
SC
518
Savant Capital
Illinois
$251K +$251K +758 New
BFEC
519
Benjamin F. Edwards & Company
Missouri
$249K -$6.97K -21 -3%
NIMI
520
Natixis Investment Managers International
France
$249K -$234K -705 -48%
BSW
521
Buckingham Strategic Wealth
Missouri
$244K +$244K +736 New
DOA
522
D'Orazio & Associates
Virginia
$243K +$243K +733 New
CAAS
523
Capital Asset Advisory Services
Michigan
$242K +$242K +733 New
MFA
524
Mayflower Financial Advisors
Massachusetts
$238K +$238K +718 New
TWM
525
Tradition Wealth Management
Minnesota
$237K +$26.9K +81 +13%
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