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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
MFA
526
Mayflower Financial Advisors
Massachusetts
$238K +$199K +718 New
TWM
527
Tradition Wealth Management
Minnesota
$237K +$22.4K +81 +13%
NECFA
528
New England Capital Financial Advisors
Connecticut
$232K
AWM
529
Accurate Wealth Management
Florida
$231K +$194K +701 New
FMAEN1
530
Fund Management at Engine No 1
California
$231K +$193K +697 New
SBWIC
531
Schaper Benz & Wise Investment Counsel
Wisconsin
$229K +$192K +692 New
Aberdeen Group
532
Aberdeen Group
United Kingdom
$228K +$191K +689 New
SGK
533
Steigerwald Gordon & Koch
Virginia
$228K +$191K +689 New
DU
534
Delphia (USA)
Ontario, Canada
$225K +$188K +678 New
GT
535
Greenleaf Trust
Michigan
$218K -$50.7K -183 -22%
CRIG
536
Charter Research & Investment Group
Connecticut
$218K +$182K +658 New
ASN
537
Advisory Services Network
Georgia
$218K +$831 +3 +0.5%
LNC
538
Lincoln National Corp
Pennsylvania
$218K +$182K +656 New
CFS
539
CGC Financial Services
Oregon
$218K +$182K +656 New
CFP
540
Catalyst Financial Partners
Massachusetts
$217K +$181K +655 New
AWP
541
Abacus Wealth Partners
California
$216K +$180K +651 New
OWA
542
One Wealth Advisors
California
$214K +$179K +646 New
CI
543
Cigna Investments
Connecticut
$214K +$179K +645 New
AWM
544
Axxcess Wealth Management
California
$214K +$179K +645 New
MYIA
545
Mount Yale Investment Advisors
Colorado
$213K +$178K +643 New
VLC
546
Van Leeuwen & Company
New Jersey
$212K +$178K +643 New
LNWWM
547
Laird Norton Wetherby Wealth Management
California
$210K +$176K +634 New
EWM
548
Evercore Wealth Management
New York
$209K +$175K +631 New
TA
549
TruWealth Advisors
Louisiana
$209K +$175K +631 New
VAS
550
Vestmark Advisory Solutions
Massachusetts
$207K +$173K +625 New